Custom Fields

About the Custom Fields Extension

It is important for us to mention that you should NOT reach for creating a custom field just because you want to record something in a slightly different manner than the way WRMD does it. We strongly encourage you to use WRMD’s built-in fields so that data is used in the same way among all WRMD users. When everyone uses the software in the same way, data across the entire system is normalized and standardized. You should only use a custom field if there is something very unique or specific to your organization that is necessary for you to record so that you can take better care of your patients. 

Activating the Custom Fields Extension

Note: Users with Admin or Super Admin status are able to access the Extension Features in Settings.

Step 1

Visit https://www.wrmd.org/signin and log into your account using the username and password that you registered with. 

Step 2

Access your account settings. Click on the arrow next to your name in the top right corner and choose settings from the drop-down menu.  

Step 3

On the left sidebar, click on All Extensions in the Extensions panel on the left side.

Step 4

Activate the Custom Fields Extension by clicking the Custom Fields button. Once activated, it will always be available until you deactivate it.

Step 5

Once activated, you will see the Custom Fields Extension in the Extensions panel.

Creating Custom Fields

Step 1

Click on the Custom Fields link in the Extension Panel on the left of the Dashboard. 

Step 2

Before creating your custom field, please be aware that you may only create up to 15 custom fields. Before creating your custom field, make sure that you are not replicating a field that already exists in WRMD. It is better to have your data following the same standards as other WRMD accounts to ensure consistency of data collected on each patient.

Click on the New Custom Field button. 

Step 3

Type a name for your field in the Field Label textbox. This is a required text field.

Step 4

Choose the Field Type from the drop-down menu. You have several options to choose from:

• text: for small areas of text or combinations of text and numbers
• textarea: for large areas of text or combinations of text and numbers
• datetime: for date and time details
• number: for numbers specifically, no text
• select: to select given data. You will need to list specific options in the Options category.
• boolean: represents values of true/false or yes/no
• checkbox-group: multiple choice checkbox. You will need to list specific options in the Options category.
• radio-group: single choice buttons. You will need to list specific options in the Options category.

Step 5

Choose the Panel from the drop-down menu. This panel is asking you to define where this custom field should be located. The options offered refer to specific panels within a patient record:

• cage card
• disposition
• initial exam
• intake
• person

Step 6

Choose the Location from the dropdown menu. Location refers to the specific location on the panel you have chosen in Step 5. You can choose at the top or bottom of the panel.

Step 7

If you have indicated a field that requires users to make a selection (selection, checkbox, radiogroup), you will need to type your drop-down choices in the Options textbox as a comma separated list without any spaces. These options should be specific to the field you are creating.

Step 8

Choose if the field is required or not.

Step 9

Click the green Add New Custom Field button.

Step 10

Your custom fields will be listed in the Custom Fields Extension panel.

Deleting Custom Fields

If you have discovered that your custom field is not useful for you or there is a more appropriate place in WRMD to record the information, you can always delete a custom field. However, deleting a field (and all its data, respectively) is 100% permanent and cannot be undone, so be certain that your action to delete the field is in your best interest. 

Step 1

Click on the Custom Fields link in the Extension Panel on the left of the Dashboard. 

Step 2

Click on the pink Delete Custom Field link. 

Step 3

You will come to a very scary-looking page which asks you if you are absolutely sure you want to delete your custom field. Once you delete a custom field, there is no going back. Please be certain. This action cannot be undone and it will permanently delete the custom field and remove all its saved values.

If you are sure, enter the name of the field and your WRMD password to authenticate yourself.

Step 4

Click on the pink I Understand the Consequences, Delete the Custom Field button.

Your field and all its information will be permanently removed.

Editing Custom Fields

Step 1

Click on the Custom Fields link in the Extension Panel on the left of the Dashboard. 

Step 2

Click on the hyperlinked field name.

Step 3

The panel with the Custom Field Details will open and you can make your changes.  

Step 4

Click on the green Update Custom Field button.