All Collections
Health Records
Client Record Fields
Client Record Fields

What are fields? How do I use client record fields?

Updated over a week ago

When customizing client records, you can add fillable slots with fields.

In this guide, we will learn how to use each field.

The current fields you can use to customize client record fields.

  • Text

  • Paragraph

  • Date

  • Date Range

  • Single Choice Dropdown

  • Multiple Choice Dropdown

  • Yes | No


General Instructions

Here are the steps to add a field:

  1. Navigate to a client's page

  2. Navigate to the personal information tab

  3. Select ‘new field’ in the top right corner of the section you would like to edit

  4. Select which field you would like

  5. After selecting a field, name the relevant field, the section will automatically populate

  6. Click 'save field', the field should now show on the section you added it to


Text Field

When you create a text field, this allows you to create a field which gives you the freedom to write a response freely through text.

Paragraph Field

When you create a paragraph field, this allows you to create a field which allows you to give a detailed response of your client's information.

Date Field

When you create a date field, this allows you to create a field which allows you to give a date response for the relevant information in the client's record.

Date Range Field

When you create a date range field, this allows you to create a field which you can respond to with a date range e.g (10/11/23 - 12/11/23)

Single Choice Dropdown

When you create a single choice dropdown, you create a field which you can choose a single response to with a range of options that you have created

Multiple Choice Dropdown

When you create a multiple choice dropdown, you create a field which you can choose multiple responses to with a range of options that you have created.

Yes | No

When you create a Yes | No, you create a field which you can respond with either 'Yes or No'.

Our team will be available to answer any further questions you may have. Just reply via messenger or reach out on team@carepatron.com.

Did this answer your question?