Clinic OSFeaturesCustom fields

Custom fields that fit you.

Specialty intake and clinic-specific data.

04Docs

Overview

Every specialty collects different signals. Custom fields let you shape intake, consult notes, and records around your practice — without waiting on a generic template that never quite fits.

The problem

Generic EMR forms force every clinic into the same boxes. Dermatology needs lesion details; pediatrics needs growth context; ortho needs injury mechanics. When the software cannot bend, staff dump specialty data into free text — and reporting, audits, and handoffs suffer.

What custom fields do

Custom fields let administrators define the extra data Casspien should collect — text, numbers, dates, selects, flags — and decide where those fields appear: intake, consult, or both.

You can mark fields required when they are clinically or operationally critical, and limit visibility by role so reception is not flooded with doctor-only detail.

Because values are structured, they stay searchable and reportable. You get specialty fit without giving up clean data.

Designed for specialty reality

Chains can align a core set of fields across locations while still allowing local additions. Solo specialty clinics can model the exact intake their doctors expect. Either way, Casspien stops being a lowest-common-denominator form and becomes your form.

Who it's for

  • Specialty clinics with unique intake needs
  • Chains aligning data across locations
  • Admins who need structured reporting fields
  • Teams tired of stuffing specialty detail into free-text notes

How it works

  1. Define the field

    Choose type — text, select, number, date, flag — and where it appears in the patient journey.

  2. Attach to roles

    Show fields to reception, nursing, or doctors only where they are useful.

  3. Capture and report

    Values store on the patient timeline and can power filters and operational reports.

Capabilities

Specialty-ready forms

Dermatology, ortho, pediatrics, and more can each keep their own intake shape.

Required when it matters

Mark critical fields mandatory at check-in or consult so nothing essential is skipped.

Clean data out

Structured fields beat free-text sprawl when you later need audits or analytics.

What you can do

  • Add clinic-specific questions to intake and consult
  • Require key fields before a visit can proceed
  • Show different fields to different roles
  • Keep specialty data structured for later reports
  • Evolve forms as your practice adds services

Example: dermatology intake

The clinic adds fields for lesion duration, body site, and prior topical use. Reception captures them at check-in; the dermatologist sees them at consult open. Month-end, admin filters visits by site and duration — something free-text notes never allowed cleanly.

Outcomes

  • Intake that matches how your clinic actually works
  • Less missing specialty data at consult time
  • Reports you can trust because fields are consistent
  • Fewer workarounds and side spreadsheets

FAQ

Do custom fields replace clinical notes?

No. They capture structured facts your clinic cares about. Narrative notes remain available for the story.

Can we change fields later?

Yes. You can evolve definitions as services change. Historical values stay on the record where they were captured.

Will this slow down check-in?

Only ask for what you need, and only make critical fields required. Good field design speeds clarity; it should not create a wall of questions.