Practice Management Support

Create a user defined field in Practice Management

You will need to have an Administrator account.
  1. Select
    Tools,
     then
    Manage Support Lists
    .
  2. Select
    Manage User Defined Fields
    .
  3. Select an entity type to create the field for.
  4. Select
    New.
  5. Enter a name and label.
  6. Select which entities the field applies to, the data type, and the format.
  7. Choose where you want the field to appear in the program (for example, the Client List, Contact List, or Recipient List).
  8. Save your changes.
  9. Close Practice Management and re-open it.
    note
    • You can apply your new field it to more than one entity type.
    • There is no limit to the number of fields you can create.

This article applies to:

  • Product: Digita Practice Management