Introduction to Custom Fields

This comprehensive guide covers everything you need to know about Custom Fields in KiviCare Lite. Whether you’re a beginner or an advanced user, this documentation will help you understand and implement this feature effectively.

Overview

Custom Fields is an essential component of the KiviCare EHR system, designed to streamline healthcare management processes. This feature integrates seamlessly with other modules to provide a comprehensive solution for medical practices.

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Key Features

• Easy to use and intuitive interface
• Seamless integration with existing workflows
• Comprehensive data management capabilities
• Real-time updates and notifications
• Customizable settings and configurations

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Getting Started

To begin using Custom Fields, follow these simple steps:

1. Navigate to the appropriate section in your KiviCare dashboard
2. Configure the necessary settings according to your requirements
3. Test the functionality to ensure everything works as expected
4. Train your staff on how to use this feature effectively

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1. Custom Fields Overview

Custom Fields extend KiviCare’s default forms by letting you define your own data fields—such as text, numbers, dates, or files—and control where they appear. This helps clinics tailor data collection to their specialty and operational needs.

Key benefits:

• Capture clinic‑specific information
• Maintain structured and searchable data
• Apply fields selectively to modules and doctors

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2. Supported Modules

Custom Fields can be added to the following modules:

1. Doctor Module
   Fields appear on Doctor registration and edit forms.
2. Patient Module
   Fields appear on Patient registration and profile edit forms.
3. Patient Encounter Module
   Fields appear within the Encounter (Check‑up) form.
4. Appointment Module (Pro Feature)
   Fields appear during appointment booking and management.

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3. Configuration Steps

3.1 Access Custom Fields Settings

1. Log in to the WordPress Admin Dashboard.
2. Navigate to KiviCare → Settings → Custom Fields.

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3.2 Create a New Custom Field

1. Click Add Custom Field.
2. Configure the following options:

Basic Settings

• Field Label: Display name of the field (e.g., Blood Group, Insurance Number)
• Input Type:
  • Text (single line)
  • Number
  • Textarea (multi‑line)
  • File Upload
  • Select (dropdown)
  • Multi Select
  • Radio
  • Checkbox
  • Calendar (date picker)
• Module Type: Select the module where the field will appear

Doctor Assignment (Doctor Module only)

• Assign the field to a specific doctor or apply it to all doctors

Additional Options

• Placeholder: Helper text shown before input
• Required: Marks the field as mandatory
• Status: Enable or disable the field

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3.3 Configure Field Options

For Select, Radio, or Checkbox input types:

• Add option values one by one
• Press Enter to save each option

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3.4 Configure File Upload Fields

For File Upload fields, you can define:

• Allowed File Types (e.g., JPG, PNG, PDF)
• Upload Size Limit (subject to server configuration)

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3.5 Save the Field

Click Save to apply the custom field configuration.

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4. Managing Custom Fields

From the Custom Fields list view:

• Edit: Modify an existing field’s configuration
• Delete: Permanently remove a field⚠️ Deleting a field removes all stored data for that field
• Status Toggle: Enable or disable a field without deleting it

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5. Pro Features

The following features are available in KiviCare Pro:

• Appointment Module Custom Fields
• Export Custom Fields (CSV, Excel, PDF)
• Import Custom Fields from external files

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6. Access Control & Visibility

• Admins: Full control over creating and managing custom fields
• Doctors: Can view and edit custom field values assigned to them
• Receptionists: Visibility depends on module and clinic permissions
• Patients: Can view only allowed custom field values via Patient Dashboard (if enabled)

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7. Best Practices for Custom Fields

• Use clear and meaningful field labels
• Avoid creating too many mandatory fields
• Group related data using Select or Checkbox fields
• Use File Upload fields sparingly for performance reasons
• Disable unused fields instead of deleting them
• Test new fields before using them in live workflows

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This completes the Custom Fields documentation for KiviCare.

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Best Practices

To get the most out of Custom Fields, consider implementing these best practices:

• Regular Updates: Keep your system updated to access the latest features and security patches
• Staff Training: Ensure all users are properly trained on the functionality
• Data Backup: Regularly backup your data to prevent loss
• Documentation: Maintain internal documentation of your specific configurations

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Troubleshooting

If you encounter any issues with Custom Fields, try the following troubleshooting steps:

• Clear your browser cache and cookies
• Verify that you have the necessary permissions
• Check for any plugin conflicts
• Review the system logs for error messages
• Contact support if the issue persists

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Related Resources

For more information about Custom Fields and related features, check out these additional resources:

• KiviCare Video Tutorials
• Community Forum Discussions
• Official Documentation Portal
• Support Ticket System

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Conclusion

Custom Fields is a powerful feature that enhances your KiviCare EHR experience. By following this guide and implementing the best practices outlined above, you’ll be able to leverage this functionality to its full potential. If you need further assistance, don’t hesitate to reach out to our support team.