Caleb Alvarez Posted September 29, 2019 Share Posted September 29, 2019 In Dibcase you can have an unlimited number of custom field in a variety of formats. For example, lets say you want to add a new field called "5 Day Deadline". STEP 1: NAVIGATE TO THE "CUSTOMIZATIONS" PAGE Figure 1: Dibcase Menu STEP 2: SELECT THE PRACTICE AREA OR CUSTOM FIELD GROUP YOU'D LIKE TO ADD THE CUSTOM FIELD TO In this example, we are going to add the new custom field "5-Day Deadline" to the SSA practice area. Figure 2: Dibcase Custom Field Group Editor STEP3: SELECT THE "ADD FIELD" BUTTON Figure 3: Dibcase Custom Field Group Editor "Add Field" button STEP 4: LABEL YOUR NEW CUSTOM FIELD Figure 4: Custom Field Labeling STEP 5: DETERMINE THE FIELD TYPE FOR YOUR NEW CUSTOM FIELD Figure 4: Custom Field Type Selector In this example, we will need to make our field a "Short Date" so we can make it a "Deadline" field STEP 6: SELECT THE VISIBILITY OF YOUR CUSTOM FIELD Custom fields can appear on your intake form and on the claims custom fields accordion and on the dashboard Deadlines Panel. In this example we do not want the new "5-Day Deadline" field to appear on our intake form. If you select "docs", the field will be available as a "merge field" in document templates. Figure 5: Custom Field Visibility Multi-Select Figure 6: Document Template Editor "Insert Fields" Dropdown If you choose to have your custom field appear on your intake form, it will appear as such: By setting our field as a "Deadline" it will appear on the Dashboard in the "Deadlines" panel STEP 7: SELECT "UPDATE PRACTICE AREA" TO SAVE YOUR NEW CUSTOM FIELD That's all there is to it. Now you're new field will be ready for use. Quote Link to comment Share on other sites More sharing options...
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