How To: add a Smart Field to a Custom Form

Smart fields allow your staff to efficiently complete custom forms by pulling client information from the database.

Additionally, caregivers can add information to writeable smart fields. This can assist you in the client intake process.

How to add a Smart Field to a Custom Form

1. Create a new or edit an existing form
   1. See this article for how to create a custom form
2. Navigate to the Add Fields Tab
3. Click on + Add Smart Field
   1. Smart fields are not available for therapist requirements
4. For Session Notes and Client Documents
   1. Select the field to add to the form

   2. 

5. For Caregiver Documents
   1. Select the Field Type
      1. Readable
         1. The value of the field is displayed in the custom form
      2. Writeable
         1. The person completing the form adds the value for the field, which is then saved by CR Essentials

         2.