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Custom: How do I create Patient Custom Fields?

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Custom: How do I create Patient Custom Fields?

Need to capture more patient information than there are fields for? Maybe you need to collect the patient insurance type, spouse's name, referral type, etc? You can collect and capture information using the Patient Custom Fields.

Last updated on 14 Sept, 2025

Why use Custom Patient Fields?
Do you have "custom" information you want to keep a record of on your patients? For example, you want to store information such as "Spouse's Name", "Place of Birth", etc. You can have Text Inputs, Checkboxes, or Radio Buttons.

 

Step 1: Hover your mouse over the [Patients] menu → click [Patient Custom Fields].

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Step 2: In the field labeled [Input Field Label], enter the custom information you would like to keep track of.

Step 3: The type of selections is determined by how you "separate" the Input Field Selections. See below for details:

  • Text Input - Leave the Input Field Selections empty

  • Selector Input (drop-down menu) - Enter Input Field Selections separated by commas (,)

  • Checkbox Input - Enter Input Field Selections separated by Colons (:)

  • Radio Buttons Input - Enter Input Field Selections separated by Semi-Colons (;)

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Step 4: Once you have entered the input fields, click [Save}. The system will save your preferences and show you a preview of what your custom patient fields look like in the [How Input Field Gets Displayed] box (see below). You now have the ability to use these items when adding or editing a patient account.

 

 

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