Create Custom Data

In this article, we’ll walk through how to create Custom Data using Workshop.

First steps

1. Start by familiarizing yourself with Custom Data.
2. Now that you understand the feature, it’s time to start building. Begin by ensuring that you’ve “Locked” your configuration to test and publish changes.
3. Next, choose Custom Data from the Build section of the Workshop menu. This opens up the Custom Data landing page. Once you’ve created Custom Data, this page will display your data types.
4. To create Custom Data, click the Create Custom Data button.

Create Custom Data

1. On the New Custom Data page, enter a Label for this data type. Choose a label that’s unique, and briefly describes this data to your coaches. For example, “Risk Stratification.”
2. Next, define your Data Fields. Custom Data can have multiple fields; the following are required to complete a new data type:
   1. Label: Each label should provide guidance to the coach on how to interpret the Custom Data. Choose a concise, easy-to-read label so the Coach can quickly determine what the data is. For example, “Risk Score.”
   2. Type: This determines the format for your data values. Setting the type helps to ensure data is entered correctly, because only values in this format are accepted. Availables types are:

• Text
• Integer (e.g., 1, 2, 3)
• Fraction (e.g., 4.72, 2/3)
• Boolean (e.g., “true” or “false”)
• Dropdown List (e.g., Monday, Tuesday, etc.)
• Date (e.g., 01/01/2019 01:00 PM)

             3. Select Required if you’d prefer the field not be omitted when the value is missing. If the                               field isn’t required and there’s no value for this field in the data type, the existing                                      value will be removed from that field.

Display Custom Data

Select if, and how, this data will appear in the Coach Portal.

1. You can include this Custom Data in the Side Bar of the patient profile, by creating a “section.” Once a Custom Data section is created, you can add it to the Side Bar in Workshop. Click the Create a Side Bar Section checkbox for this data, and select an option from the Display Format menu. This dictates how the data if formatted in the section. These options are:
   • Table
   • List
   • Single entry

Important note: “Single entry” displays won’t create new Timeline events each time those data values change. If you’d like to enable Time events to show new data values, select one of the other Display Format options.

1. To show changes to Custom Data values on the patient Timeline, select Create a Timeline event. When making this Timeline event display, copy the listed Custom Data variables and paste in the Name and/or Body fields, where that data should display when the event is triggered.
1. Enter a concise, easy-to-read Name, so coaches can quickly determine what the Timeline event is. For example, “A happiness reading was submitted” {{happiness_value}}
2. Body is an optional field that you can use to give greater context to the Custom Data, when the Timeline event is expanded. The body includes formatting options. For example, 

“{{patient-first-name}} submitted a happiness reading score of {{happiness-value}}.

Feeling: {{happiness-feeling}}

Manually entered: {{happiness-user-ent}}”

1. Lastly, click Create Custom Data to save your data type.

Here are some additional resources:

• Understand Custom Data