If you have a large number of custom fields, or offer a variety of modalities; you may need to customise treatment notes for specific modalities.

You can create custom appointment types by selecting the Content -> Appointment Types from the SimpleClinic menu. The main content area will then show a list of existing appointment types along with the custom fields that have been linked to that appointment type.

Please note: Once you have created custom appointment types, the default appointment types (initial and followup) will no longer be available. You will need to create an initial and follow up appointment type again.

To add a new appointment type click Add New from the top action bar.  This will display a modal window to allow you to name your appointment type and a select box showing a list of all the available custom fields you can choose to link.

Give your appointment type a name such as "Initial Appointment". 

Select the custom fields you would like to include with the Appointment Type. If you wish to include multiple fields, hold down the Ctrl (or   on Mac) key while clicking on each custom field name to add to the appointment type. Once done, click OK.

Please note: if you create a new appointment type and do not link any custom fields ALL custom fields will be automatically associated with the appointment type.

Your appointment type will now be available for use on your treatment notes screen.  

Create a new treatment note by going to Patients -> Select a p and clicking Record -> Treatment Note from the action bar.  Once the treatment note has been created you will be able to toggle the appointment type in the top right of the main content area.

Once you select an appointment type, the list of custom fields shown in the main treatment note area will be filtered based on the selected appointment type.  Continue to complete the treatment note as usual.