How to Setup Custom Client Mapping Fields

Custom Client Mapping Fields let you store patient information in a secure database. Once saved, this data can automatically pre-fill into future forms. This saves time, reduces errors, and keeps patient information consistent across all forms.

How to Set Up Custom Client Mapping Fields

1. Access Your Settings

Log in to your Zentake account.
Go to the Settings section from the main menu.

2. Create a Custom Field

Select Custom Fields from the menu.
Click + Custom Field.
Enter a Field Name (e.g., “Insurance Provider”).
Choose a Field Type (text, dropdown, date, etc.).
Toggle Show in Client Mapping (this makes the field available when mapping "Client Mapping" in forms).
Click Save to add the field.

3. Map Fields to a Form

Go to the Forms section.
Select the form you want to use.
Open the Form Builder.
Select the question and set the client mapping field.