Every clinic asks its own questions. Case fields let you add them — smoker or not, alcohol, allergies, blood thinners — next to the medical information on every case.

Create the fields

  1. Go to Settings → Clinic Setup and scroll to Your case fields.
  2. Type a name (e.g. "Smoker"), choose Yes / No or Short text, and click Add field.
  3. To rename a field, edit its name in the list. The bin icon removes it.

You can have up to 30 fields. Removing a field only hides it — the values already saved on cases are kept.

Fill them on a case

The fields appear on the case page in the Medical Information card, showing "Not set" until someone fills them. Click Edit on that card: Yes / No fields have Not set · Yes · No buttons, and text fields take up to 500 characters.

For your team only

Case fields never appear on the patient's plan page or in the PDF.

Fill them from Zoho (Zoho clinics)

  1. Go to Settings → Zoho CRM, step Choose which Zoho fields fill the case.
  2. On each tab (Leads, Contacts, Deals), the Your case fields section lists your fields. Pick the Zoho field that fills each one, then click Save mapping.

Values come across when a case is created from Zoho, or refreshed by clicking the Zoho button again on a linked record. Yes / No fields accept Zoho checkboxes and answers such as Yes/No, Evet/Hayır, Sí/No or نعم/لا — anything else is left unset. An empty Zoho value never erases what your team typed, and nothing is written back to Zoho.