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Creating and Managing Custom Fields

How to create and manage custom fields in the Dashboard.

Custom fields allow your agency to capture information that is not included in the system's standard fields. Because every organization has unique documentation, compliance, and operational needs, custom fields provide a flexible way to store information that is important to your agency.

Custom fields can be used to track a wide variety of information, including agency-specific details, internal identifiers, health-related information, and other data points that are not available in the default system fields. Common examples include preferred name, primary care physician, admission date, shirt size, home specialist information, diagnoses, and other important notes.

Once created, custom fields become available throughout the Dashboard. They can be displayed on agency, client, and caregiver profiles, included as columns in tables and lists, incorporated into reports, and used in generated documents.

Creating Custom Fields

To create a custom field:

  1. Select the Custom fields card

  2. Click Manage next to Client, Caregiver, or Account Profile

  3. Click + Add Field

  4. Enter the name in New Field Name

  5. Click the Type of Field dropdown and choose the desired field type. Available options include:

    • Date and Time

    • Long Text

    • Multiple Choice

    • Number

    • Photos/Video

    • Short Text

    • Signature (Digital or Drawn)

    • Single Choice

    • Toggle

  6. Click Create New Field

Editing and Deleting Custom Fields

You can edit or delete fields at any time by clicking the three dots next to the field and selecting Edit or Delete.

Accessing Custom Fields in Agency Profile

Once custom fields have been added to your agency profile, they will appear in the Custom Fields section of the Provider Profile.

To view custom agency fields:

  1. Click the dropdown arrow in the top left corner

  2. Click Profile

  3. Scroll down to the Custom Fields section

To complete or update custom agency fields:

  1. Click Edit in the bottom-right corner of the Custom Fields section

  2. Enter or update the information in the available fields

  3. Click Save

Admins and users with the appropriate permissions can view custom fields on the agency profile in the Dashboard.

Accessing Custom Fields in Client Profile

Once custom fields have been added to your client profile, they will appear in the Custom Fields of the Client Profile.

To view custom client fields:

  1. Click Clients in the left menu

  2. Search for the client and select Profile

  3. In the slide-out menu, either:

    • Click Custom Fields, or

    • Click Basic Info and then select the Custom Fields tab

To complete or update custom client fields:

  1. Click Edit in the bottom-right corner of the Custom Fields section

  2. Enter or update the information in the available fields

  3. Click Save

Caregivers can view custom fields on the client profile in the mobile app while they are in service with the client.

Accessing Custom Fields in Caregiver Profile

Once custom fields have been added for your caregiver profile, they will appear in the Custom Fields section of the Caregiver Profile.

To view custom caregiver fields:

  1. Click Personnel in the left menu

  2. Click Staff in the left menu

  3. Search for the staff member and click on their name

  4. Click Custom Fields in the slide-out menu

To complete or update custom caregiver fields:

  1. Click Edit in the bottom-right corner of the Custom Fields section

  2. Enter or update the information in the available fields

  3. Click Save

Admins and users with the appropriate permissions can view custom fields on the caregiver profile in the Dashboard.

For questions or support:

Related Articles
Custom Fields (Released Aug 2025)
Managing Client Plans in the Client Profile
Creating Medication Types
Managing Goals in the Client Profile
Managing Shift Notes in the Client Profile
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