{"id":1898,"date":"2026-01-20T13:14:18","date_gmt":"2026-01-20T13:14:18","guid":{"rendered":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/?p=1898"},"modified":"2026-02-05T05:28:31","modified_gmt":"2026-02-05T05:28:31","slug":"custom-field-settings","status":"publish","type":"post","link":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/kivicare-lite\/documentation\/settings-configuration\/custom-field-settings\/","title":{"rendered":"Custom Field Settings"},"content":{"rendered":"<div class=\"nolwrap\">\n<h2 class=\"wp-block-heading\">1. Overview<\/h2>\n\n\n\n<p>The <strong>Custom Field Settings<\/strong> feature allows administrators to extend the default data forms in <strong>KiviCare<\/strong> by adding new, customized fields. This helps clinics capture information that is not included in standard forms, such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Allergies<\/li>\n\n\n\n<li>Reference Number<\/li>\n\n\n\n<li>Secondary Phone<\/li>\n<\/ul>\n\n\n\n<p>These fields can be added to different modules within the system based on your clinic\u2019s needs.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\">2. Configuration Fields<\/h2>\n\n\n\n<p>When creating or editing a custom field, the following parameters can be configured:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">A. Core Settings<\/h3>\n\n\n\n<p><strong>Module<\/strong><br>Select where the custom field will appear:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Doctor Module<\/strong> \u2013 Adds the field to the doctor\u2019s profile<\/li>\n\n\n\n<li><strong>Patient Module<\/strong> \u2013 Adds the field to patient registration and edit forms<\/li>\n\n\n\n<li><strong>Patient Encounter Module<\/strong> \u2013 Adds the field to encounter\/medical record forms<\/li>\n\n\n\n<li><strong>Appointment Module<\/strong> \u2013 Adds the field to the appointment booking form<\/li>\n<\/ul>\n\n\n\n<p><strong>Doctor (Appointment Module only)<\/strong><br>If <strong>Appointment Module<\/strong> is selected, you can assign the field to a specific doctor.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Leave blank to apply the field to all doctors.<\/li>\n<\/ul>\n\n\n\n<p><strong>Label<\/strong><br>The display name of the field shown to users.<br><em>Example: \u201cPrevious Surgery\u201d<\/em><\/p>\n\n\n\n<p><strong>Input Type<\/strong><br>Defines the type of data the field will accept:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Text<\/strong> \u2013 Single-line text input<\/li>\n\n\n\n<li><strong>Number<\/strong> \u2013 Numeric values only<\/li>\n\n\n\n<li><strong>Textarea<\/strong> \u2013 Multi-line input for longer descriptions<\/li>\n\n\n\n<li><strong>File Upload<\/strong> \u2013 Upload documents or images (configurable file types)<\/li>\n\n\n\n<li><strong>Select \/ Multi Select<\/strong> \u2013 Dropdown list for single or multiple selections<\/li>\n\n\n\n<li><strong>Radio \/ Checkbox<\/strong> \u2013 Selection buttons for single or multiple options<\/li>\n\n\n\n<li><strong>Calendar<\/strong> \u2013 Date picker input<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h3 class=\"wp-block-heading\">B. Validation &amp; Display<\/h3>\n\n\n\n<p><strong>Placeholder<\/strong><br>Text displayed inside the field before the user enters data.<br><em>Example: \u201cEnter details here\u2026\u201d<\/em><\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>Not available for <strong>File Upload<\/strong> fields.<\/p>\n<\/blockquote>\n\n\n\n<p><strong>Options<\/strong> <em>(Select \/ Radio \/ Checkbox only)<\/em><br>Define the list of choices available to the user.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Type a value and press <strong>Enter<\/strong> to add it to the list.<\/li>\n<\/ul>\n\n\n\n<p><strong>File Types<\/strong> <em>(File Upload only)<\/em><br>Specify which file formats are allowed, such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>JPEG<\/li>\n\n\n\n<li>PDF<\/li>\n\n\n\n<li>DOCX<\/li>\n<\/ul>\n\n\n\n<p><strong>Status<\/strong><br>Controls field visibility:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Active<\/strong> \u2013 Field is visible and usable immediately<\/li>\n\n\n\n<li><strong>Inactive<\/strong> \u2013 Field is saved as a draft or hidden from users<\/li>\n<\/ul>\n\n\n\n<p><strong>Validation (Mandatory Field)<\/strong><br>Mark the field as required.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Users must complete this field before submitting the form.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\">3. Managing Custom Fields<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">List View<\/h3>\n\n\n\n<p>View all created custom fields along with:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Module Type<\/li>\n\n\n\n<li>Input Type<\/li>\n\n\n\n<li>Status<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Filtering<\/h3>\n\n\n\n<p>Use dropdown filters to narrow results by:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Input Type (e.g., File Upload)<\/li>\n\n\n\n<li>Module Type (e.g., Patient, Appointment)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Actions<\/h3>\n\n\n\n<p><strong>Edit<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Update existing fields (e.g., correct a label, add new options)<\/li>\n<\/ul>\n\n\n\n<p><strong>Delete<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Permanently remove a custom field<br>\u26a0\ufe0f <em>Warning: Deleting a field may result in data loss for records using it.<\/em><\/li>\n<\/ul>\n\n\n\n<p><strong>Export \/ Import<\/strong> <em>(Pro Feature)<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Export custom field configurations to <strong>CSV, Excel, or PDF<\/strong><\/li>\n\n\n\n<li>Import configurations to migrate settings between sites<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"418\" src=\"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-content\/uploads\/sites\/18\/2026\/01\/add-custom-field-1024x418.png\" alt=\"\" class=\"wp-image-2476\" srcset=\"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-content\/uploads\/sites\/18\/2026\/01\/add-custom-field-1024x418.png 1024w, https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-content\/uploads\/sites\/18\/2026\/01\/add-custom-field-300x122.png 300w, https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-content\/uploads\/sites\/18\/2026\/01\/add-custom-field-768x314.png 768w, https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-content\/uploads\/sites\/18\/2026\/01\/add-custom-field.png 1499w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"453\" src=\"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-content\/uploads\/sites\/18\/2026\/01\/custom-field-form-1024x453.png\" alt=\"\" class=\"wp-image-2477\" srcset=\"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-content\/uploads\/sites\/18\/2026\/01\/custom-field-form-1024x453.png 1024w, https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-content\/uploads\/sites\/18\/2026\/01\/custom-field-form-300x133.png 300w, https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-content\/uploads\/sites\/18\/2026\/01\/custom-field-form-768x340.png 768w, https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-content\/uploads\/sites\/18\/2026\/01\/custom-field-form.png 1246w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>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: These fields can be added to different modules within the system based on your clinic\u2019s needs. 2. Configuration Fields [&hellip;]<\/p>\n","protected":false},"author":12,"featured_media":0,"parent":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[],"class_list":["post-1898","post","type-post","status-publish","format-standard","hentry","category-settings-configuration"],"featured_image_src":null,"author_info":{"display_name":"wordpressadminiq","author_link":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/author\/wordpressadminiq\/"},"_links":{"self":[{"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/posts\/1898","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/comments?post=1898"}],"version-history":[{"count":3,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/posts\/1898\/revisions"}],"predecessor-version":[{"id":2478,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/posts\/1898\/revisions\/2478"}],"wp:attachment":[{"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/media?parent=1898"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/categories?post=1898"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/tags?post=1898"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}