You can add custom fields to store any additional information relevant to your client.
What can I include?
You can enter any information you want to track, such as:
Authorization codes (e.g., PMB Authorization)
Reference numbers
Insurance-related details
Internal notes or reminders
Any other client-specific information not included in the default fields
How it works
Each field includes a Field Name and Field Value
You can choose whether the field is:
Displayed on invoices/receipts
Used for internal reference only
Examples
Common uses for custom fields include:
Adding details required for insurance or reimbursement
Tracking client-specific identifiers
Storing internal notes that should not appear on invoices
Tip
Use custom fields to keep all important client information in one place, especially details that need to appear on invoices or be referenced later.
If you need help managing your clients, please contact our support team at support@trova.health.