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.

Open

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

1. Go to Left Panel → Practice Setup → List of Values

   Open

   

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

3. Create a new registry

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

   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

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

1. In Left Panel → Forms Builder, locate the form you want to add Custom Field reporting to

2. In the form, locate/add the field you want to add Custom Field reporting to

3. In the Edit Input screen, click the Reportable Field dropdown and select the Custom Field you want to attach to the field

4. Click “Add” in the Edit Input screen and save your changes in Form Builder

5. Test the form in a test chart

How to Run a Custom Field Report

In the CRM module (for Opportunities AND patients)

1. In the Left Panel → CRM → Custom Fields Report

2. Set your report date duration and search parameters and click the icon to generate your report

3. 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)

1. In the Left Panel → Reports → Custom Fields Report

2. Set your report date duration and search parameters and click the icon to generate your report

3. 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

1. In Left Panel → Formw Builder → Select the form you want to add Reportable Checkboxes to

2. In the form, locate/add the field you want to add Reportable Checkboxes to

3. In the Edit Checkbox screen, you can freely type the name of the Reportable Field

4. Click “Add” In the Edit Checkbox screen and save your changes in Form Builder

5. Test the form in a test chart

How to Run a Reportable Checkboxes Report

In the CRM module (for Opportunities AND patients)

1. Go to Left Panel → CRM → Reportable Checkboxes

2. Set your report date duration and search parameters and click the icon to generate your report

3. 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)

1. Go to Left Panel → Reports → Reportable Checkboxes

2. Set your report date duration and search parameters and click the icon to generate your report

3. Pull over the following fields (bubbles), or more, to see your Reportable Checkboxes in action with your patients only