Technical Level: Easy


Creation of custom fields is discussed in general in the knowledge base article entitled 'Configuring Custom Fields' (https://clockwisemd.elevio.help/en/articles/47758). What follows in this article discusses custom select dropdown fields specifically.


One of the most commonly-used custom fields in Clockwise.MD is the select dropdown field. Clinics can create a custom pick list from which patients or staff can select a single value. If the value desired does not appear in the pick list, the field can also be configured to have an 'Other' value which opens a free-text dialog into which the desired value can then be typed.


The pick list values can be entered in any order and re-ordered at a later point in time. It is extremely important, however, that commas NOT be part of the list value(s) as the list of values within the field is itself a comma-delimited list, and including commas in the values will cause the list to be separated at unwanted points.


EXAMPLE:


A list of providers containing Marcus Welby, Greg House, and Michaela Quinn can be entered as either

GREG HOUSE

MARCUS WELBY

MICHAELA QUINN

- or -

HOUSE_GREG

QUINN_MICHAELA

WELBY_MARCUS

- but not as -

HOUSE, GREG

QUINN, MICHAELA

WELBY, MARCUS

Attempting to enter the list as the third example would yield a pick list within the application that looks like:

HOUSE

GREG

QUINN

MICHAELA

WELBY

MARCUS

If you originally entered a list of values and later wish to re-order the list, the list can be re-ordered by clicking the "move" icon to the right of the value.  You can also sort alphabetically by clicking the "Sort A-Z" button. 


Select dropdown fields can also be used to trigger the appearance of other fields by creating conditional fields that are linked to specific responses within the first select dropdown list.

EXAMPLE:

A select dropdown question might be constructed which asks the patient 'Which of the following do you feel contributes most to your ill health?'. Dropdown choices might include:

OVERWEIGHT

POOR DIET

HIGH BLOOD PRESSURE

POOR CIRCULATION

RAPID HEART RATE

It is then possible to construct conditional follow-up text, number, and/or other select dropdown questions which could be triggered by the selection of one of the symptoms in the first questions, e.g., 'What is your weight (in pounds)?' or 'What is your blood pressure?'. Care should be given, however, not to make the questionnaire so long as to impede registration.



Should you have any comments or questions, be sure and use the links in the right side bar to contact ClockwiseMD Support.