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. Save the custom data

  • Clicking Save will save the answer to the custom data page
  • Clicking Save to Client Files will save the custom data to the Files section for the client. The file will be saved in the Custom Data folder.
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