What are 'Smart Fields'?
Smart Fields are a predefined set of fields available within the Form Builder, which once completed, can populate the matching field of the Client Summary. The type of Smart Fields available are:
- Title
- First Name
- Surname
- Date of birth (in the format dd/mm/yyyy)
- Gender
- Home address
- Home City
- Home Postcode
- Country
- Other Address
- Other City
- Other Postcode
- Hospital number
- National Health number
- Source
- Language
- Ethnicity
- Home phone
- Work phone
- Mobile phone
- Next of Kin Name
- Next of Kin Relationship
- Next of Kin phone number
- Next of Kin mobile number
- Next of Kin email
- Next of Kin address
- Next of Kin city
- Next of Kin Postcode
- Other information
Some key things to note with Smart Fields:
- You can also add any Custom Fields that you have set up on the Client Summary as Smart Fields.
- When building a form template within WriteUpp, you can use any combination of these fields to help you capture client demographics.
- You may notice that after you add a Smart Field to a form, it disappears from the dropdown list when adding more fields, which is intentional. This ensures that since these fields are linked to the relevant field of the Client Summary, there can be no conflicts when it comes to importing them.
- When building a form template, if you do not see the 'Smart' option under field types, it means you have already used all the available fields.
- When entering the Date of birth field, the format dd/mm/yyyy must be used. Most browsers will support a date picker in this field, which will appear when the field is clicked or tapped on.
Click here for full steps on how to add Smart Fields to a Smart Form. You can also read about importing information from Smart Fields to the Client Summary here.
Updated on: 22/04/2024
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