Client Management›Client Registration Tabs & Fields

Client Registration Tabs & Fields

Overview

Frequently, organizations will wish to add unique client data fields, or even completely different tabs of data fields, for data tracking purposes. In other words, sometimes you just want to create a place to add some information about a client in an organized way. This is easily accomplished by using the Client Registration functions in Organizational Settings. Any fields created here can also be exported to the Client Census Report.

Index

  • Creating Tabs for Tracking
    • General
    • Fields without Categories/Tabs
  • Creating Fields for Tracking
  • Client Relationship Tracking

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Creating Tabs for Tracking

General

To create a new tab on the client's main profile page, go to Settings --> Organizational Detail, then click the Client Registration Fields subtab.

At the top of the section, add category names, set them to active, select an order, and then save the category.

These categories will be assigned later to specific fields that you build.

Organization Detail page showing the Patient Category Tabs section with a table containing category names (CACCS, Caregiver Relationships), Active status checkboxes, Order dropdown fields, and Delete buttons, along with an "Add Category" link and "Save Categories" button below.

Fields without Categories/Tabs

Fields with no categories assigned are assigned to the default Details tab.

The Patient Registration - Configurable Fields page displays a table for managing form fields, with the "Primary Diagnosis Code" field selected (highlighted in red) showing its Field Type as "Text" and various configuration options including checkboxes for "Is Required," "Hide in Client Details," and "Hide in Templates," along with a Category dropdown currently set to "-- Not Set --".

The Information tab of a client management screen showing the Client Overview section with tabs for Client, Access/Other, Details, and Caregiver Relationships; the Details tab is currently selected and displays a Patient Details section with an FCSR ID field.

Creating Fields for Tracking

General

To create a new field on the client's additional profile tabs, go to Settings --> Organizational Detail, then click the Client Registration Fields subtab.

In the middle of the page, add configurable field names, assign the field type, set requirements, and assign a category/tab for the field to appear on.

The Organization Detail page displays the "Patient Registration - Configurable Fields" section, which allows administrators to configure custom fields for patient registration. The table shows columns for Field Name, Field Type, Is Required, Hide in Client Details, Hide in Templates, and Category, with example fields like "Primary Diagnosis Code" (Text type) and "FCSR ID" (Numeric type), each with checkboxes and delete options.

Subfields

  • Field Name — The name of the visible field.
  • Field Type — Determines the field type after the name: text field, numbers-only field, drop-down list, etc.
  • Is Required — Determines whether the field must be filled out.
  • Hide in Client Details — Hides the client field.
  • Hide in Templates — Hides fields based on template.
  • Category — Sets the category/tab of the field.

Client Relationship Tracking

Some agencies require relationship tracking in order to satisfy state audit requirements. This is easily managed using configurable client registration fields, which can be exported afterward into the Client Census Report.

Client registration fields can be uniquely configured, both by creating new tabs and by creating new tracking fields (text, number, drop-down, etc.) as needed. See below for a caregiver relationship tracker sample.

Administrative Client Registration Tab & Field Builders

The Organization Detail screen shows configuration tabs for Billing, Interface, and other settings, with a Patient Category Tabs section listing categories like "Cybercheck page 2" through "Caregiver Relationship" with Active Order and Delete options. Below that, the Patient Registration - Configurable Fields section displays a table with field names (CDS Caregiver Relationship entries), field types (Drop Down List), and columns for Is Required, Details, Hide in Templates, and Category settings.

Admin View of Client Profile

The Caregiver Relationship tab on the Patient Details page displays fields for up to five caregivers, each with a name field and a relationship dropdown menu (currently set to "Not Set"), along with a Date range field and a Save Client Details button at the bottom.

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