1. Overview

The Custom Field Settings feature allows administrators to extend the default data forms in KiviCare by adding new, customized fields. This helps clinics capture information that is not included in standard forms, such as:

• Allergies
• Reference Number
• Secondary Phone

These fields can be added to different modules within the system based on your clinic’s needs.

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2. Configuration Fields

When creating or editing a custom field, the following parameters can be configured:

A. Core Settings

Module
Select where the custom field will appear:

• Doctor Module – Adds the field to the doctor’s profile
• Patient Module – Adds the field to patient registration and edit forms
• Patient Encounter Module – Adds the field to encounter/medical record forms
• Appointment Module – Adds the field to the appointment booking form

Doctor (Appointment Module only)
If Appointment Module is selected, you can assign the field to a specific doctor.

• Leave blank to apply the field to all doctors.

Label
The display name of the field shown to users.
Example: “Previous Surgery”

Input Type
Defines the type of data the field will accept:

• Text – Single-line text input
• Number – Numeric values only
• Textarea – Multi-line input for longer descriptions
• File Upload – Upload documents or images (configurable file types)
• Select / Multi Select – Dropdown list for single or multiple selections
• Radio / Checkbox – Selection buttons for single or multiple options
• Calendar – Date picker input

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B. Validation & Display

Placeholder
Text displayed inside the field before the user enters data.
Example: “Enter details here…”

Not available for File Upload fields.

Options (Select / Radio / Checkbox only)
Define the list of choices available to the user.

• Type a value and press Enter to add it to the list.

File Types (File Upload only)
Specify which file formats are allowed, such as:

• JPEG
• PDF
• DOCX

Status
Controls field visibility:

• Active – Field is visible and usable immediately
• Inactive – Field is saved as a draft or hidden from users

Validation (Mandatory Field)
Mark the field as required.

• Users must complete this field before submitting the form.

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3. Managing Custom Fields

List View

View all created custom fields along with:

• Module Type
• Input Type
• Status

Filtering

Use dropdown filters to narrow results by:

• Input Type (e.g., File Upload)
• Module Type (e.g., Patient, Appointment)

Actions

Edit

• Update existing fields (e.g., correct a label, add new options)

Delete

• Permanently remove a custom field
  ⚠️ Warning: Deleting a field may result in data loss for records using it.

Export / Import (Pro Feature)

• Export custom field configurations to CSV, Excel, or PDF
• Import configurations to migrate settings between sites