Customizing System Labels

Administrators in each organization are provided the ability to change some of the common labels that are used in the program to something that more closely matches their organizational workflow. Select Data Maintenance > Security and Maintenance > Custom Labels from the Main menu. The Edit Custom Labels screen will appear. To change a label,

  1. Double-click a label to select (or highlight) it.
  2. Type the description, as it should appear in the data entry forms, menus, and reports.
  3. Click Save to commit the changes. A confirmation screen will appear: Simply click OK to continue.

Case Fields

Keep in mind that if the Case Fields are customized, then the labels for those fields should be changed to reflect the type of data created for the customization. For example, if Occurrence Contact 2 is used to collect attorney information, the label should be changed here to Attorney to reflect that change—just as it is necessary to create an Attorney Contact Type to be able to link it with the occurrence field. The default values of those used in Case Settings are listed in the following table. For a complete list of the available customizable fields, see Table of Custom Labels.

Label

Custom Value

Occurrence Contact 1

Primary Physician

Occurrence Contact 2

Contact 2

Occurrence Contact 3

Contact 3

Occurrence Contact 4

Contact 4

Occurrence Resource 1

Practitioner

Occurrence Resource 2

Resource 2

Occurrence Resource 3

Resource 3

Occurrence Resource 4

Resource 4

Even if a data field is not linked to other data in the program (as with those in Case Settings), the default label used in the program may not reflect the standard used in your organization. For example, Practitioner might more properly be Attending Physician. Change any of the fields listed on this screen as necessary to meet your workflow needs.

Key Considerations