Required Fields
The Required Fields section is used to set specific fields as required across the system; denoted with a red asterisk*. Providers can require fields when entering or editing Applicants (Caregiver) in the system. On the Edit Office page under Admin > Office Setup, in the Required Fields section, select the Required Fields using the three multi-select dropdowns: Required Caregiver (Employee) Fields, Required Caregiver (Applicant) Fields, and Required Patient Fields.
The values in these fields correspond directly to the checkboxes used to define Required Fields for Caregivers and Patients. Using the dropdowns, Providers can define Required Fields for the three defined categories. By default, no fields are required for Applicant Caregivers; only those saved as Employees are tracked against existing requirements.
Category | Required Fields | |
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Required Caregiver (Applicant) Fields |
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Required Caregiver (Employee) Fields |
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Required Patient Fields |
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