Description: 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 in the Settings module and allows the organization to customize fields.
Role Required: Super User
Permission Required: Custom Field Admin Permission
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.
Role Required: Super User, or role that has access to the object being edited/viewed
Permission Required: Permission that has access to the object being edited/viewed
*Please note: Users who have access to the Report 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.
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
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