Adding Custom Field Information to Contact Notes

Modified on Mon, 2 Nov at 7:13 AM

What this covers

Follow these steps to add custom field information — such as appointment times, issues, and insurance questions — to the contact notes in TheraSaaS, so your team can see key details at a glance.

Part 1

Access the Appointment Form Builder

1Go to Forms
In the TheraSaaS dashboard, click Forms.
2Select Builder
Choose Builder from the dropdown menu.
3Open the Client Appointment Form
Click New Client Appointment Form to access the form.

Part 2

Identify Required Fields

1Locate the necessary fields
Scroll through the form and identify the fields you want to include in the notes:
- Available Times
- Issues to Work On
- Insurance Questions

Part 3

Set Up Custom Fields in the Automation

1Access Automations
Click Automations and select your New Client Appointment Form automation.
2Add the availability action
Scroll down to Action Items and find Add Availability and Specific. Click it to expand the options.
3Insert custom values
Click the Contact field and scroll down to Custom Fields. Locate and select these custom fields one by one:
- Issues You'd Like to Work On (briefly describe)
- Insurance (Were you hoping to use your insurance?)
- Provide Three Times (available times)
4Format the information
Before adding each custom field, type a label for clarity:
Type this label Then add this custom field
Issues: Issues You'd Like to Work On
Insurance: The insurance question field
Available Times: The field for appointment times
5Organize the layout
Make sure there are spaces between the labels and the custom field responses, so each line is easy to read:
Issues: [Response]
Insurance: [Response]
Available Times: [Response]

Type this label	Then add this custom field
Issues:	Issues You'd Like to Work On
Insurance:	The insurance question field
Available Times:	The field for appointment times

Part 4

Save Your Changes

1Hit Save
Once you've arranged the custom fields and formatted the notes, click Save at the top of the page to make sure all your changes are stored.

Summary

Following these steps helps you organize custom field information in the contact notes, ensuring clarity and ease of access for you and your intake coordinators.

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