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Heather Nguyen

Heather Nguyen

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  1. In the parent realm, go to Left Panel → Practice Setup → List of Values

    image-20241023-184433.png

  2. In the Header, change your Module to EMR and Entity to Custom Field

    image-20241023-184543.png

  3. Create a new registry

    image-20241023-184703.png

  4. Name the label you’re wanting to report (ex. Smoker, Legal Status, etc.) and click Create.

    image-20241023-184823.png

    1. Typically, Name and Description is the same. If you want to clarify/explain the Name field, that’s what description is for. Name is only seen in Sunwave, description is not.

  5. Once you’ve created the new Custom Field, you will see it in the list

    image-20241023-185039.png
Info

There is a limit of 50 Custom Fields

Compatible Form Builder Fields for Custom Fields

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  1. In the parent realm, go to Left Panel → CRM → Custom Fields Report

    image-20241023-191723.png

  2. Set your report date duration and search parameters and click the image-20241023-195953.png icon to generate your report

    image-20241023-191806.png

  3. Pull over the following fields (bubbles), or more, to see your Custom Field in action in parent and child realms

    image-20241023-192227.png

Reportable Checkboxes

Warning

Reportable Checkboxes do not work with Patient Engagement

Compatible Form Builder Fields for Reportable Checkboxes

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