Custom Screens allow you to add your own custom screens and design them to meet your needs.

Many practices need additional information recorded, this may vary from practice to practice Sometimes these need to change so you might need to edit an existing screen.

Editing

1. Go to Configure - Custom Screens.
2. Locate the Custom Screen to edit.
3. Click the edit e|d button or double-click on the row.
4. You can now edit your Custom Screen as required.
5. Click OK to save your changes.

Editing options

• Use e|d to edit a field.
• Click +1 to add a new field.
• Delete to remove a field.
• The preview window shows how the custom screen will look to users.
• Complete the fields in this window as follows (note that any attributes that are inapplicable for a particular type, or that are set by the system, or that cannot be set at this point, will be greyed out)

Custom Screen options

• Label, use to add a label to the custom screen (e.g., a section heading, data entry instructions, etc).
• Date, enables a date to be recorded.
• Number, records a number.
• Number 1 dec, records a number with one decimal place.
• Text Box, this field enables any text to be entered in a box.
• Check Box, inserts a check box which enables the field to be set to either On or Off (ticked or not ticked).
• Money, records the information as currency. Example: $xx.xx
• Option Group, create a group of 'radio buttons', where each field in the group is only one mutually exclusive option of several possibilities.  Create an option group before specifying option buttons.
• Option Button, use Option buttons to specify the different options (fields) within an option group. Only one option per group may be selected.
• Combo Box, creates a combo box (drop-down menu).  Create this before adding any combo entries into the combo box.
• Combo Entry, specify the entries available within a combo box.
• Note Field, write longer notes about a treatment item, or another entry on the custom screen.
• Tab, use this field to specify on which of the available tabs the element is to appear. When present, tabs will be drawn at the top of the custom screen, with the name given to them in the Title field. The tabs required can be selected by name. Only tabs that have previously been entered for the custom screen may be selected from.
  This field will be greyed-out if no tabs have been entered, or if a type “Tab” is selected.
• Title, click in the ‘Title’ field and enter a title for the form.
• Number of letters, if the type of field selected is for data entry, use this field to select the maximum number of characters that may be entered in the text box field.
• Group, Use the Group field in conjunction with the Option Group and Combo Box options to determine into which group the selections will be entered.
  If you add Combo Entry fields immediately after creating the Combo Box field they belong to, the Group field number is automatically assigned.
  Items added later will need the Group number added manually, as they are usually assigned the next available group number.

• Line, use the ‘Line’ field to determine which line the field will be displayed on. The Line number will change automatically when a new selection is added. This may need to be changed if more than one selection is to be placed on the same line, or if the line assigned is not where you want the field to be.
  If you have two or more fields on the same line, be sure to use the next two 'Offset' fields to position them so they don't overlap. To check the positioning of the fields, click the Set Default entries button to view how the finished screen will appear.

• Label left offset, use the Label left offset field to set the left margin of the first character of the field Title.

• Field left offset, use the Field left offset field to set the left margin of the field in the custom screen.

• Width, use the Width field to set the width of the field displayed. This is generally automatically calculated, based on the other field parameters, so that it is sufficient to accommodate the number of characters in a string.
  If you need to set this manually, set it to be equal to the maximum number of characters multiplied by 7, plus 15.
  So for a 10-character field, it will be (10 x 7) + 15 = 85.

• Height, use the Height field to set the height of the entry/display box for a ‘Note’ field (for other field types, this will be ‘greyed out’). If this is only one line, set it to 19, or add 10 for each extra line of height you want to display.
  This field does not control how many lines of notes can be entered, only how many are displayed.
  For example, if you specify a height of 29 (two lines) and more than two lines of text are entered, then the field will display up/down arrows at the side, so the user can scroll up/down to view the extra lines.

• Bold, if required, check the Bold checkbox to display the Title of the field in bold type.

• Italic, if required, check the Italic checkbox to display the Title of the field in italic type.

• Show zero as blank, checking this box will show a blank field for any number fields that are 0.
  If unchecked, an entry of 0 (zero) will be displayed as 0, indicating that it was deliberately entered, rather than being left blank by mistake.

• Don't display title, checking this box will suppress the title of the field in the Custom screen.
  This is generally used only where a field is displayed only and doesn't need a prompt to tell the user what the field is for or what to enter.

• Triggers Medical Alert, a custom screen can trigger a medical alert if it's used as a custom Medical History screen.
  The Medical Alert Trigger is only intended for use with Medical History and does not trigger in other system areas such as Charting.

Tips and Tricks

• On the right-hand side of the Edit Custom Screen you can set default entries for each field on the custom screen preview. What you set here will be automatically filled when the custom screen is generated. If you set the defaults to the most common options, it minimises data entry. On the other hand, leaving fields blank forces the user to enter a value, which tends to make them check the defaulted values are correct.
• Find out what machine in the practice has the lowest screen resolution and build it on that PC. The reason for this is that if you build it on a widescreen PC and then try and use it on a smaller screen then it will not translate well and cut off part of the custom screen.
• When building a combo box add a combo entry with a blank title, this will allow you to set the default as blank rather than already having an entry in there.
• There is a limit to the number of fields allowed on a custom screen. Split large custom screen designs into two or more parts and attach these to separate Services.