Please ensure you have read the prerequisites, which illustrates the permissions required for custom reporting in Sunwave.
How do I know if I have multiple realms?
In Sunwave, click on your logo. If you see only see 1 realm/logo, you do not have multiple realms.
If you do see multiple realms/logos, you DO have a parent-child realm. Follow THIS GUIDE instead.
Table of Contents
Custom Fields
Setting up Custom Fields in List of Values
Go to Left Panel → Practice Setup → List of Values
In the header, change your Module to EMR and Entity to Custom Field
Create a new registry
Name the label you’re wanting to report (ex. Smoker, Legal Status, etc.) and click Create.
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.
Once you’ve created the new Custom Field, you will see it in the list
Compatible Form Builder Fields for Custom Fields
Text Field
Date field
Text Area
Add Choice
Setting up Custom Fields in Form Builder
If you do not have access to Form Builder, you can ask Sunwave Support (support@sunwavehealth.com) to set this up in Form Builder. You will need to provide the following information to Sunwave Support:
Name of Form
Field you want Custom Field for (ex. in Section “A”, question asking “XYZ”, please add “BCD” custom field
In Left Panel → Forms Builder, locate the form you want to add Custom Field reporting to
In the form, locate/add the field you want to add Custom Field reporting to
In the Edit Input screen, click the Reportable Field dropdown and select the Custom Field you want to attach to the field
Click “Add” in the Edit Input screen and save your changes in Form Builder
Test the form in a test chart
How to Run a Custom Field Report
In the CRM module (for Opportunities AND patients)
In the 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 for both opportunities and patients
In the EMR module (for patients ONLY)
In the Left Panel → Reports → 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 for patients only
Reportable Checkboxes
Compatible Form Builder Fields for Reportable Checkboxes
Add Checkbox
Add Multiple Check Boxes
Setting up Reportable Checkboxes in Form Builder
Reportable Checkboxes does not require List of Values access
In Left Panel → Formw Builder → Select the form you want to add Reportable Checkboxes to
In the form, locate/add the field you want to add Reportable Checkboxes to
In the Edit Checkbox screen, you can freely type the name of the Reportable Field
Click “Add” In the Edit Checkbox screen and save your changes in Form Builder
Test the form in a test chart
How to Run a Reportable Checkboxes Report
In the CRM module (for Opportunities AND patients)
Go to Left Panel → CRM → Reportable Checkboxes
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 Reportable Checkboxes in action with your opportunities and patients
In the EMR module (for patients ONLY)
Go to Left Panel → Reports → Reportable Checkboxes
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 Reportable Checkboxes in action with your patients only
