V4/V5 - Customising Client Details with custom fields

This article relates to version 4 of myPractice and version 5 of Bp Allied.

What is the Difference of History and Consultation Fields?

There are 2 distinct types of fields within myPractice - Consultation fields and History fields. Consultation fields are fields which are tied to each appointment date, as a new appointment is generated a "fresh" set of Consultation fields are generated which allow you to enter in notes against this appointment date. To view the notes from your last appointment hover your mouse over the "i" which appears next to the consultation field.

To see notes from appointments previous to the last you must select this appointment date from the drop down list of appointments within the consultation area.

History fields are static fields that don't change with each appointment.

Within the customisation screen, History fields are prefixed by the letter "H" eg: HText1, HNumeric1
Within the customisation screen, Consultation fields are prefixed by the letter "C" eg: CText1, CNumeric1

Consultation and History fields can only be edited by Practitioners.

Available Custom Field Types within myPractice are:

CBool = Consultation Tickbox
CDate = Consultation Date Field
CNumeric = Consultation Numeric Field
CText = Consultation Textbox

HBool = History Tickbox
HDate = History Date Field
HNumeric = History Numeric Field
HText = History Textbox

If you need further information see Customising Client Details in the myPractice help.

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