Custom data allows you to create a set or category to then capture information about that specific topic. You will need to create a custom data set before you are able to select one and add data to it from within a client's file.

📝 You'll need to create a custom data set before adding custom data to a client's file.


1. From the client's file, click on Clinical

2. Click on Custom Data

3. Select the custom data set you would like to fill out

4. Clicking Save will save the answer to the custom data page

5a. Clicking Save to Client Files will create a file based on the custom data set

5b. The saved file can be found in the Files section within the Custom Data folder

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