How do I create custom fields?

In GeoH, we’ve added a feature where you can add custom fields if you need to add additional info to your staff profiles, client profiles, and visit types.

o add custom fields to your staff and client profiles:

  1. Go to Provider Settings.

  2. Click the Custom Fields tab.

  3. Click “+ New Custom Field”.

  4. Name your custom field, select the input type, etc.

  5. Click “Save”.

 

To add custom fields to your visit types:

  1. Go to Visit Types.

  2. Select the visit type you want to modify and click “Edit”

  3. Under the Custom Field tab, click “+ New Custom Field”.

  4. Name your custom field, select the input type, etc.

  5. Click Save.

Only admins can enter information on the custom fields. You can view them by going to the staff and client profiles or the under Admin on the visits