User Defined Columns

Updated 2 years ago by Steven Garand

Each team member type has 4 unsigned placeholders for values called user defined columns.
User defined columns are hidden until defined.
Use this feature to add custom data required for a team member.

Options

Table Name: Specifies the team member to add the custom column on.

  • companyAddress: Defined for Company Bill To, Company Office, and Company Ship To.
  • customTeamMember: Defined for all Custom Team Members.
  • facility: Defined for Facility.
  • patient: Defined for Patient.
  • payer: Defined for Payer.
  • physician: Defined for Ordering Physician, PCP Physician, and Referring Physician.
  • referralSource: Defined for Referral Source.
  • rts: Defined for RTS.
  • subscriber: Defined for Subscriber.
  • therapist: Defined for Therapist.

Column Name: Specifies the name of the custom column shown to the user.

  • UserDefined1: User defined column 1.
  • UserDefined2: User defined column 2.
  • UserDefined3: User defined column 3.
  • UserDefined4: User defined column 4.

Grid Header Text: Specifies the name of the custom column shown to the user.

Actions

  1. Add new custom column *
  2. Delete custom column **
  3. Update custom column
  4. Save custom column changes
  5. Sort custom column
  6. Move custom column columns
  7. Filter custom column

* Shows and renames the column. The underlying column in the table does not change.

** Hides the column. The underlying column in the table does not change. The existing values in the colomn remain unchanged and are not deleted.


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