Set Up Custom Response Lists

Use the Patient Custom and Responsible Party Custom editors to create the lists of responses you can choose from to fill in the list-specific user defined fields in your patient folders. You can subgroup the responses you enter into patient folders as needed.

How to Get Here

Open Custom Response Editor - Home ribbon bar > Tools section > Editors > Patient / Responsible Party > Patient Custom List or Res. Party Custom List. (You can also use the Search field to look for the editor you want to work with.)

Choose Your Settings

Create a New Description - Click New. Then enter the details for the new record.

Edit Descriptions - Click in the field you want to modify and type your changes, or cut, copy, and pasteYou can cut, copy and paste to add and edit text and/or images to many areas of your system using standard keyboard shortcuts ( Ctrl+X , Ctrl+C , Ctrl+V , respectively). Or, you can often right-click the field or image you are working with and select the action from a menu. In many cases, Ctrl+A selects all available text or images, ready for you to cut or copy, Ctrl+Z performs an Undo of the last action, and Ctrl+Y performs a redo of the last action. as needed.

Delete Descriptions - Click the record you want to remove, then click Delete. The description is removed from the list, but not removed from any patients that already have the description assigned to them.

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.

More Information

Use The Lists - You use the responses in these lists to fill in the list-specific user defined fields of your patient folders.

Editor History - When you open more than one editor without leaving the Editors window, a history of those editors appears at the top of your screen. You can click a name in the history to return to any previously opened editor, easily going back and forth between editors. This is useful, for example, when you are working with editors that are related to one another, such as the Treatment Chart Style editor and the Treatment Chart List editor.