How to Setup Custom Client Mapping Fields

What Are Custom Client Mapping Fields?

Custom Client Mapping Fields allow you to save specific patient data into a secure database. This data can then be automatically pre-filled into other forms, saving time and ensuring consistency.

Setting Up Custom Client Mapping Fields

1. Access the Settings Panel:
   • Log in to your Zentake account.
   • Navigate to the Settings section.

2. Create Custom Fields:
   • Select Custom Fields from the menu.
   • Click the + Custom Fields button.
   • Enter a Field Name
   • Choose the Field Type (e.g., text, dropdown, date).
   • Choose to "Show in Client Mapping" (This will add it to the client mapping dropdown in the form builder)
   • Click Save to add the field.

3. Map Fields to Forms:
   • Go to the Forms section.
   • Select the form you want to map the field to.
   • Use the form editor to link your Custom Client Mapping Fields by dragging and dropping them into the desired locations on the form.