Custom fields are a helpful way to add additional information to a task or list. Tasks contain standard fields, like patient, status, and due date, but you can customize your tasks to include fields like caregiver, referring doctor, or anything else you need.
To add custom fields to a list, click Customize at the top of your list, then click Task. Here you’ll see a menu of pre-populated fields you can add to a task, or create your own by clicking + Create/Edit Custom Column at the top of the menu:
Next, select Org-level fields (visible to all users in your organization) or List-level fields (visible only to users invited to a list), then choose which type of field you’d like to add by selecting +Add Custom Field:
Say you want to add a field to link a specific group of physicians to a patient list. Choose Dropdown Selection from the custom field menu, enter the details, and click Save Custom Field:
Once you’ve added your custom field, navigate to one of your lists, click Customize, and select the field you created. Then, you’ll see a new column next to your task with your custom field:
To add new patient-specific custom fields, like flu shot status or pregnancy history, click Customize at the top of your list, then Patient at the top right of the menu.
Once you select the custom field you’d like to add, you’ll see it as a new column in your task:
You can also view custom fields for a specific patient by hovering over and clicking the patient’s name, then clicking View details to open the drawer with more information. Click the three dots on the top right of the drawer to edit patient details.
Need to populate your fields via an HL7 or FHIR integration? Contact the Dock Crew.