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How can I customise a standard patient field?
How can I customise a standard patient field?

Learn how some standard patient fields can be customised further to suit your clinic or the patient.

Brendan Kilfoil avatar
Written by Brendan Kilfoil
Updated over a year ago

When designing your Form, you'll be specifying the type of each field. The type affects not only how the information is requested during Form filling, but also where the information goes after the Form has been filled. (and, for filling on the iPad app, where the information comes from to pre-fill the Form)

Apart from custom patient fields, we support a number of standard patient fields. These are fields that know exactly where to go on the patient record. Most of these fields are static — once you add them to your Form there aren't too many customisation options. But some are dynamic.

A bit about dynamic standard patient fields

Dynamic standard patient fields are fields that still update the "standard" part of the patient record (i.e. not anything you've added as a custom patient field). They're dynamic because we allow them to be customised further. The dynamic standard patient fields we support are:

  • Automated reminder type

  • Sex

  • Gender Identity

  • Pronouns

  • SMS marketing

  • Email marketing

  • Booking confirmation emails

Automated reminder type

The Automated reminder type field synchronises with the field of the same name on the patient record in Cliniko. The standard options are None, SMS, Email and SMS & Email.

Changing the automated reminder type options

If you're one of the clinics that doesn't use SMS reminders, you might not want to allow the Automated reminder type field to allow any option containing SMS. Here's how you'd remove these in the Editor:

Similar fields

The dynamic standard patient fields similar to this one (in that they can have their standard options enabled or disabled) are:

  • Automated reminder type

  • SMS marketing

  • Email marketing

  • Booking confirmation emails

Sex

The Sex field allows you to define a number of options from which the patient can choose their sex. In addition to the standard options you can setup in your Cliniko account, you can also specify one that's not in your standard list inside Cliniko:

The Sex field type in Finger-Ink allows this behaviour as well. Here's the Sex field type configured on a Form to allow the patient to specify:

☝️ You may have already tried to mimic this behaviour by adding a separate single-line text field underneath the Sex field. This is only a half-solution, as that field will never link back to the Sex field on the patient record, where as doing things this way will.

Adding a Specify option to Sex

If you'd like the patient to be able to enter anything they'd like into the Sex field, then follow along with this video:

Similar fields

The dynamic standard patient fields similar to this one (in that they can have another option added which allows anything to be input) are:

  • Gender Identity

  • Pronouns

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