Set Up Custom Response Lists

The Patient Information Panel and Responsible pageof your patient folders each provide for two fields that you can use for any purpose. One field requires that you select the response from the Patient Custom or Responsible Party Custom table. The other field can be used for unique responses. Define the names for both fields with the User Defined Fields editor.

How to Get Here

• Home ribbon bar > Editors > Patient / Responsible Party > Patient Custom List or Res. Party Custom List. (You can also search for the editor you want to work with.)

   

  Click Editors from the Tools section of the Home ribbon bar.

  

  Select Patient / Responsible Party in the list at the left, and choose the list you want to work with.

  

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Setup

Add a description - Click in a blank field at the bottom of the table and type your description.

 

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• Edit descriptions - Click in the field you want to modify and type your changes, or cut, copy and paste text as needed.

• Delete descriptions - Select the record to work with, then press Delete on your keyboard.

Save Changes Click Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.

• Patient Set Up
  • Alert Editor
  • Appliance & Destination Editor
  • Contact Category Editor
  • Custom Response Editor
  • Dentist & Other Professional Editor
  • Employer Editor
  • History Category Editor
  • Other Referrers Editor
  • Patient Code Generation Protocol
  • Professional Types Editor
  • School Editor
  • Search Options
  • Status Editor
  • User Defined Field Editor
  • Zip Code Editor

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