NextGen Knowledge Center

Make Client Defined Fields Required

Client Defined fields can be set up to be required at either the Enterprise level or at the Practice level.

If required at the Enterprise level, users in all practices in the enterprise must enter data in the Client Defined fields for all persons (globes) and all patients (charts).

There are two options available:
  • Require Always: Makes the fields required when the demographic record is created for a person or patient.
  • Require on Chart Creation: Makes the fields required when the chart is created for a patient.

If required at the Practice level, there are two points at which users in the practice must enter data in the Client Defined fields; either when an appointment is scheduled for a person or patient, or when the chart is created for a patient.

  1. To require Client Defined fields at the enterprise level, do the following:
    1. Access Enterprise Preferences.
    2. Click the Client Defined tab.
    3. Click the Require Always column or the Require on Chart Creation column for the appropriate fields.
      A green check mark indicates the field is required.
  2. To require Client Defined fields at the practice level, do the following:
    1. Access Practice Preferences.
    2. Do one of the following:
      • To require client defined fields when appointments are scheduled, click Appt Scheduling.
      • To require client defined fields when charts are created, click Chart.
    3. In the Required Fields section, select the check box for the appropriate fields.
      A green check mark indicates the field is required.
Make Client Defined Fields Required