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Description: Custom Fields In this topic, the user will learn when custom fields can be created, how to add, search, view, edit, or export a custom field, and how to add or edit custom field values for a specific object. Custom fields are a way to add any additional required information that is not already listed in one of the DCI form wizards. The Custom Field Definitions feature is found in the Settings module and allows the organization to customize fields.
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Permission Required: Custom FieldAdmin Permission
Custom Fields can be created for:
Client Profile
Employee Profile
Funding Source
Authorization
Residential Program
Day Program
Case Worker Profile
Group Service
Parenting Program
Guardian
Cost Center
Service Code
Regions
Client Funding Account
Employee Service Account
Client Service Account
Plan Of Care
Goal
Task
Note
Batches
EVV Locations
Entries
Vendor Service Account - FI Mode Only
Vendor Profiles - FI Mode Only
Add Custom Field
- Log in with your personal profile
- Select Click Settings from on the main menu
- Select Click Custom Field Definitions from on the submenu
- Click Actionsbutton
- Click Select Add New Custom Field from the actions dropdowndrop-down menu
- Complete the Add New Custom Field form wizard
- Click Save Click Yes in the confirmation alert windowto continue andYes to confirm
View, Edit, Search, or Export for a Custom Field
- Log in with your personal profile
- Select Click Settings from the on the main menu
- Select Click Custom Field Definitions from on the submenu
- Enter search criteria in the filters and select click the Search button
- The results table below the search box will update based on the search criteria
- Optionally, select the Export button to exportIf there are more than 30 custom field definitions, scroll to the bottom of the page and allow DCI to lazy load all custom field definitions. Then scroll back up and click Export. This will export the entire list.
- View a Custom Field Definition by clicking anywhere in the row to open the Custom Field details page
- Select Actions buttonClick Actions
- Select Edit Custom Field from the actions dropdowndrop-down menu
- Make edits in theEdit Custom Field form wizard
- Click Save Click Yes in the confirmation alert windowto continue andYes to confirm
Custom Fields Values
Description: Custom Fields Values can also be added for individual items via the object details page using the Add/Edit wizard or using the Edit Custom Field Values wizard.
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- Log in to personal profile
- Navigate to the desired details page by selecting an object (i.e., Client, Region, Goal, etc.)
- Select the Custom Fields tab beneath the details
- View the Custom Fields table where the values can be viewed and filtered
- Click Actions, then click select Edit Custom Field Values from the drop-down menu
- All custom fields that exist in the system will appear in the wizard. All fields are optional.
- If the Custom Field has a default value, it will display in the form field.
- Hover over the tooltip information
icon to read help text - Hover over the question mark icon to see whether or not the field is required for EDI
- Click Save Click Yes in the confirmation alert windowto continue andYes to confirm
*Please note: Users who have access to the Report Reports Module can view Custom Field Values across multiple items on the Custom Field Values Report. The results can be compared to the appropriate item type report using Excel formulas, such as a Vlookup formula. For example, to see all custom field values for Employee Profiles, the user would run a Custom Field Values Report and an Employee Report and compare the Item Id on the Custom Field Values Report to the Profile Id column on the Employees Report.
Custom Fields can be created for:
Client Profile
Employee Profile
Funding Source
Authorization
Residential Program
Day Program
Case Worker Profile
Group Service
Parenting Program
Guardian
Cost Center
Service Code
Regions
Client Funding Account
Employee Service Account
Client Service Account
Plan Of Care
Goal
Task
Note
Batches
EVV Locations
Entries
Vendor Service Account - FI Mode Only
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