When new clients schedule an appointment with you, it’s essential that you have the information you need to make your first appointment successful. Just this month we’ve added the ability for you to customize the fields you want the client to complete during the sign-up process. You can structure it like a questionnaire, or tailor it after your own new client information sheets. You can also hide existing fields that may not be relevant to your business. This feature is in addition to any existing intake forms you may use from My Clients Plus.
Custom fields are attached to your client records so that you can store information about your client that may not be in the standard screens.
You can require the client fill this information in themselves when they sign up for portal access with you, or you can enter the information yourself and keep it private.
For corporate customer who integrate Jituzu with their EMR or other internal system, these custom fields can also be accessed via the Jituzu REST API. This is ideal for storing record ids or other data from an external system.