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Client Profile
Employee Profile
Funding Source
Authorization
Residential Program
Day Program
Case Worker Profile
Group Service
Parenting Program
Guardian
Cost Center
Service Code
Regions
Client Funding Account
Employee Service Account
Client Service Account
Plan Of Care
Goal
Task
Batches
Note
Batches
EVV Locations
Entries
Plan of Care - SP Mode Only
Goal - SP Mode Only
Task - SP Mode Only
Vendor Service Account - FI Mode Only
Vendor Profiles - FI Mode Only
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Log in with personal profile
Click Settings on the main menu
Click Custom Field Definitions on the submenu
Click Actions
Select Add New Custom Field from the drop-down menu
Complete the Add New Custom Field form wizard
Item Type (required): Select from the drop-down
Name (required): Background code for the label. Cannot have spaces.
Label (required): Name users see in the form wizard for the custom field
Description (optional): Additional information for the custom field
Help Text (optional): Explanatory text, additional context, guidance, or instructions to assist users with understanding the field.
Input Type (required): Select Numeric, String, Date, or List.
RegEx (optional): An example of what to add. Available for use if input type is Numeric or String.
List Values (required if List is selected as Input Type): Comma-separated list values with no spaces (e.g., male,female,non-binary)
Multi-Select (required if List is selected as Input Type): Can users select more than one list item? Select Yes or No.
Default Value (optional): A pre-set or predetermined value (e.g., 8). Users may select options other than the default value.
EDI (required): Electronic Data Integration - will this data be aggregated? Select Yes or No
Required (required): Is this custom field a required field? Select Yes or No
Status (required): Active or Inactive
Click Save to continue and Yes to confirm
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