Setting up Custom Client Information Fields

On this page:

• Creating Custom Client Information Fields
• Adding a Client's Custom Field Info
• Related Articles

What is a custom Client Information field? 

Client profiles come with some set fields, such as address and date of birth.

ℹ️ Custom fields are maintained on the [Information] tab of a client's profile.

ℹ️ You can pull custom fields directly into a session note or treatment plan. This is also required if you want to require a session note signature from someone other than the person completing the note, like a parent or supervisor.

📹 Watch: Creating and Using Custom Client Information Fields

Creating Custom Client Information Fields

1. From the main menu, select [Settings] >> [Organization] >> [Client Information]. 
   
2. To add a new field, select the blue [Add Data Field] button: . 
3. Write a label for the field, then select the data type from the drop-down menu The options to choose from are Text, Date, Selection, Yes/No (checkbox) or User.
   1. For [Selection] fields, simply type your options that you would like to be selected from, hitting your enter or return button between each option. 
   2. A [User] field type allows you to add an existing Hi Rasmus user to a field on the client's profile. This is required if you want to require a signature from a specific person on a session note. 

4. Select [Save] to complete your new data field.

5. To edit an existing data field, select the pencil to the right of that field's listing.

Adding a Client's Custom Field Information

The custom Client Data fields will show up on the [Client Information] tab on a Client's profile.

To access these fields: 

1. Select [Clients] from the left hand navigation menu. 
   
   ℹ️ Only Manager and Supervisor level users have default access to the [Clients] page.
2. To add a new client select the [Add Client] button.
3. To update an existing client select the pencil icon to the right of a client's name.
4. Select the [Client Information] tab. Here, you will find the custom client data fields that have been set up for your organization. You can fill out the client-specific information accordingly.
   

Updated August 2026