User guide

Adding a custom field
1 Select the check box to the left of an empty custom field.
2 Enter text to name the field (for example, Emergency Contact). This is the field name that will
display on the patient profile.
3 To make the field required, select the check box in the Required column.
NOTE: To remove a custom field from the profile, clear the check box next to the field(s)
you want to remove.
Changing the order of data fields
Select the field you want to move, and click the up or down arrow to move it. (The arrows at
the top and bottom move a field all the way to the top or bottom of the list.)
Finalizing patient profile preferences
When the Field Order list has all the fields you want in the correct order, click OK.
Patient profiles now have the fields and field order you just selected.
Patient Lookup preferences
The Patient Lookup table is used to search for and open a patient record. The table includes every
patient in your database and provides identifying information from the patient's profile. You have
the option of customizing what information is displayed in this table, and the order in which the
columns appear. To customize the Patient Lookup table, complete the following steps:
1 Select Tools > Options.
CareLink Pro User Guide Getting started 16