Customized Client Fields

The latest release of E-Z Schedule Appointment Manager provides the ability for users to define up-to fifteen (15) custom data fields for your client database. 

The syntax for configuring customized Client Fields is similar to that of the Customized Appointment Fields as follows...

Client Field=nField=cFieldLabel;cType;cParam1;cParam2;...cParamN

where nField = a numeric (1-10) identifying the position of the data in the database.  (This position allows you to later reorder the fields on the client update dialog without losing data mapping.) This field must be unique and must stay with the line definition once client data has been saved.

cFieldLabel = The label prompting the field input on the client update dialog

cType = The data type of the field as follows: C=Character, N=Numeric, $=Currency, D=Date, M=Multiple Choice (Radiobutton), L=Dropdown List, O=Free Form Notes

cParam1-N = Additional field parameters as follows:

For Character:  Param1=The picture mask for the field, if so desired
For Numeric and Currency Fields:

Param1=A formatting mask for the field, if so desired
Param2=Value Lower Limit
Param3=Value High Limit

For Dates:

Param1=Value Lower Limit (Use "TODAY" for current date)
Param2=Value High Limit (Use "TODAY" for current date)

For Multiple Choice:  Param1-4 are choice labels.
For Dropdown Lists:  Param1-N are list entries.

  (For lengthy Dropdown Lists, you may add multiple statements by repeating the command line up-to and including to the Type specification, keeping the nField parameter the same and altering the list entry parameters.)

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Examples:

To Set up a Simple Character Field:
Client Field=1=Referred By;C

To Set up a Simple Date Field:
Client Field=2=Date Paid;D

To Set up a Date Field with Range Limits:
Client Field=3=Date Paid;D;Today;12/31/2025 or
Client Field=4=Date Paid;D;01/01/2000;12/31/2025

To Set up a Simple Numeric:
Client Field=5=Population;N;9,999,999
To Set up a Numeric with Range Limits:
Client Field=6=Population;N;9,999,999;-1000000;2500000

To Set up a Currency Numeric:
Client Field=7=Amount Due;$;99,999.99
To Set up a Currency Numeric with Range Limits:
Client Field=8=Amount Due;$;99,999.99;0;50000

To Set up a Multiple Choice:
Client Field=9=Paid By;M;Check!;Cash;Credit;Stamps
An exclamation point (!) in any choice parameter will not be displayed and will set that choice as the default.

To Set up a Dropdown List:
Client Field=9=Referrer;L;Dr. Jones;Dr. Perry;Dr. Luber

To Set up a Free Form Notes field:
Client Field=10=Notes;O
Please note that free form notes fields will always be positioned last on the custom client field tab.  Other fields will be displayed in the order defined in your configuration.
 

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Try this configuration to get familiar with the client field statements and what they do.   Cut and paste the block below into your E-Z Schedule Configuration, restart and add or modify a client record.

Start Copying Here à

****** Custom Client Fields **********************************
Client Field Label=Insurance Information
Client Field=1=Carrier;L;Aetna;Blue Cross;Cigna; Emblem Health
Client Field=1=Carrier;L;Humana;Medicare;Oxford;United Health
Client Field=2=Group #;C;!!!!!!!!!!!!!!!
Client Field=3=Member #;C:!!!!!!!!!!!!!!!!!!!
Client Field=4=Co-Pay;$;999.99
Client Field=5=Deductible;$;999,999.99
Client Field=6=Relation to Ins.;M;!Self;Spouse;Child
Client Field=7=Notes;O
ß End Copying Here 

Additionally, you can add columns to display your custom client fields on the Client Summary Screen with the following configuration command:

nClientFieldPos= a numeric (1-15) identifying the ordinal position of the custom client field as defined in your previous Custom Client Field= statement

cFieldLabel= The column heading to be displayed for this field

nColumnWidth= a numeric, greater or equal to 90, which defines the relative width of the column on the Client Summary Screen

cAlignment= Left, Right or Center, to define the horizontal alignment of the data in the column.