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Manage Field Types Praxis Desk

Configure custom field types that are available for data entry in every record.

Prerequisites

  • You are logged in with administrator permissions.

Creating a field type

  1. Open Settings → Account management → Patient / Customer management.
  2. Switch to the Custom fields tab.
  3. Click + Field type.
  4. Fill in the configuration:
FieldDescription
NameDisplay name of the field
AbbreviationShort label for compact views
UnitOptional unit (e.g. "kg", "cm")
TypeText, number, yes/no, selection list (single/multiple), group
FormatDisplay format: value + unit or unit + value
ColorVisual marker
Minimum / MaximumNumber fields only
Show in customer listEnables the column in the customer list
  1. Click Save.

Configuring a selection list

When you choose the Selection list type, an additional area for list entries appears:

  1. Click + Add entry.
  2. Enter the display text.
  3. Repeat for all desired options.
  4. Enable Allow "no entry" if the selection may remain empty.

Editing or deleting a field type

Click the action menu (three dots) on an existing field type and select Edit or Delete.

Note: Deleting a field type permanently removes all values captured for that type.

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