Short answer
Open Settings and select Custom fields, choose Caregivers or Clients, then select Add a field. Give it a name, pick the kind of answer (text, number, money, date, pick one, pick several, phone, email, ID number, file and more), and under Where it shows choose any of the Overview section, a chip at the top of the profile, its own tab, the add and edit forms, the caregiver's visit screen, the family portal or the caregiver's own profile. Select Save fields and it appears on every profile you chose.
Step by step
- Open Settings and select Custom fields, then Caregivers or Clients.
- Select Add a field, name it and pick the kind of answer.
- Under Where it shows, tick each place it should appear.
- Under Who can see it, keep it office only or mark it sensitive; tick Required to ask for it when someone is added.
- For fields only some people need, select New template, add the fields to it, then use Add a template on those profiles.
- Select Save fields.
Good to know
- Just one person On a profile, select Add a field just for that person. It shows only there; Make it available to everyone later puts it on every profile and keeps the answer.
- Sensitive fields Only office staff whose role has the sensitive fields permission see the answer. Everyone else sees Hidden, everywhere: profiles, lists, spreadsheets, exports and reports.
- History Every change records who made it, when and where (a profile, the spreadsheet, a bulk change or an import).
- Caregivers A caregiver field set to The caregiver can change it shows on their own profile in the app for them to fill in.