What it does
Settings → Sections & Fields lets you decide, for your practice, which patient fields are visible and which are required — set separately for two audiences:
- Patients — what people see when they register or book online, and in the patient portal.
- Staff — what your team sees on the Add patient and Edit patient forms.
This covers built-in fields (mobile, email, address, date of birth, and more) and any custom fields you have created.
How to use it
- Go to Settings → Sections & Fields.
- For each field, toggle whether it is visible and/or required for patients and for staff.
- Save. Your changes apply immediately to the relevant forms.
Notes
- A field set to required must be completed — it can no longer be skipped.
- A field set to hidden won't appear on that audience's forms.
- A hidden field is never treated as required.
- Core identity fields (first name, last name, date of birth) are always shown and required.