Custom screens can be added to services to assist when recording important information and data when treating patients.

Attaching to a service

1. Go to configure - services/stock items - view services.
2. Find and open (double-click) the service in the services list.
3. The Edit Service Item window will open.
   • Select the advanced charting tab.
   • Select the custom screen field.
   • Click the box to reveal the selection button then click this to open your custom screen list
   • Select the required custom screen.
   • Click OK to add this to the service.
4.  You can select how you would like the custom screen to appear on the chart menu via the drop-down menu. Your options are:
   • Popup disabled, you can complete the custom screen but it never popup for the user.
   • Popup when planned, the custom screen will open when the service item is first charted.
   • Popup when completed, the custom screen will open when the service item is marked as completed.

Attaching to a service from the custom screen list

You can attach a custom screen to a service from the custom screens area.

1. Configure - custom screens.
2. Select the custom screen by highlighting the row.
3. Click the set services button at the bottom of the screen.
4. The right-hand section will show all the services that custom screen is attached to. The pop-up setting is identified via D, P or C (these are outlined below), tick the box for the required setting.
   • D = Popup disabled - You can complete the custom screen but it never popup for the user.
   • P = Popup when planned - When the service item is first charted it will prompt the user to fill in the custom screen.
   • C = Popup when completed - The custom screen will prompt the user to fill in the custom screen when you mark the service as completed.
     
5. You can highlight the service you want to add it to on the left-hand side and click on the >> button to move it to the right and then tick the popup option you need.
6. Repeat this for each service you want to add on.
7. Once you've configured the custom screen services, select OK to save or cancel to discard.

Removing from a service

From services,

1. Go to configure - services.
2. Find and open (double-click) the service in the services list.
3. The edit service Item window will open.
4. On the first tab, details, you will find the custom screen field.
5. Clear the custom screen name from this field.
6. Press OK to save.

From custom screens,

1. Configure - custom screens.
2. Select the custom screen by highlighting the row.
3. Click the set services button at the bottom of the screen.
4. Select the service in the right-hand section.
5. Press the << arrows to remove the custom screen.
6. Press OK to save.