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Create important fields

Flag key patient details so they appear at the top of the card and in search results.

Table of Contents
  • Go to Setup, then Fields.

  • Click ⋯ on the field and choose Edit, or create a new one.

  • Under Field Properties, turn on Important.

  • Save.

When you fill in the field on a patient card, its value appears above the photo. It's also shown next to their name in search, and the field becomes available in Advanced search.

Up next

Next, read Set a default option for a custom field.