Change which fields are mandatory
Decide what staff must fill in before they can save a new patient record.
Table of Contents
Asking for too much slows down the front desk. To choose what is required, go to Setup, then Fields, and click Customise Create Screen.
Make a field optional
Find the field in the layout on the right.
Turn off its required setting.
Save your changes.
First and last name are always required. Keep an email or mobile number required if you rely on automatic reminders.
Up next
Next, read Customise the new patient form.