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Custom Fields
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This feature does not work in Patient Engagement |
Setting up Custom Fields in List of Values
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In the parent realm, go to Left Panel → CRM → Custom Fields Report
Set your report date duration and search parameters and click the
icon to generate your report 
Pull over the following fields (bubbles), or more, to see your Custom Field in action in parent and child realms
Reportable Checkboxes
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This feature does not work in Patient Engagement |
Compatible Form Builder Fields for Reportable Checkboxes
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