Hello! We're using Amelia for a website that offers virtual medical consultations. We need the customers to fill in a form with their medical history after they register or make their first appt. We also need the Doctors (employees) to be able to see these forms. How can we do that? We added custom fields but I don't see those fields on the Customer profile, any ideas? Thanks!
Custom fields in Amelia are connected to appointments rather than customer profiles, so they will appear on the Amelia > Appointments page instead of the Customer profile. To collect medical history forms from customers, you can:
Add custom fields for the medical history form to the appointment booking process.
Once customers fill in those fields, the information will be available in the appointments section for the respective appointment.
Doctors (employees) can then view these fields by going to the appointments page in the Amelia dashboard.
Unfortunately, as of now, there is no built-in feature to display custom fields directly on the customer profile, but they can be accessed via the appointments page as mentioned.
Hello! We're using Amelia for a website that offers virtual medical consultations. We need the customers to fill in a form with their medical history after they register or make their first appt. We also need the Doctors (employees) to be able to see these forms. How can we do that? We added custom fields but I don't see those fields on the Customer profile, any ideas? Thanks!
Hello!
Thank you for your question.
Custom fields in Amelia are connected to appointments rather than customer profiles, so they will appear on the Amelia > Appointments page instead of the Customer profile. To collect medical history forms from customers, you can:
Unfortunately, as of now, there is no built-in feature to display custom fields directly on the customer profile, but they can be accessed via the appointments page as mentioned.
Let me know if you need further assistance!
Kind Regards,
Uros Jovanovic
[email protected]
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