How to add additional fields to your clients demographic forms

Overview

CompanyOn allows clinics to customize the client demographic form by adding additional fields.

This feature helps clinics:
• Collect custom intake information
• Support specialized workflows
• Add clinic-specific questions
• Standardize administrative processes

Additional fields become part of the client demographic profile.

How to Access Additional Fields

1. Open the Clients module

2. Click the Settings Icon in the main view of the Clients module

3. Select Additional Fields

4. The Additional Fields configuration area will open

How to Create an Additional Field

1. Open Additional Fields

2. Click Add Field

3. Enter the field name

4. Select the field type

5. Configure the field settings

6. Save the field

What Happens Next

Once saved:
• The field becomes part of the client demographic form
• Staff can complete the field during intake or profile creation
• The information becomes part of the client profile

Best Practices

Recommended Best Practices

• Use clear field names
• Avoid duplicate fields
• Keep demographic forms organized
• Standardize custom fields across the clinic whenever possible