HappyDoc provides hundreds of fields out of the box for all of our customers to use. It's possible that you run into a unique use case for your office where HappyDoc doesn't have an appropriate, available field. If this is the case and you have Custom Fields enabled for your account, you have the ability to create an entirely new field from scratch. Note that custom AI prompting is not for the faint of heart!
Creating and Using a Custom Field
If you have Custom Fields enabled for your account, you will see a Create Custom button at the top of the Fields panel on the right side of your screen.
This button opens a modal where you can populate all required information (see below). Once your field is created, it will show in your list in alphabetical order. You can also use the Filter option to filter to Custom Fields.
Drag and drop a custom field to your document just like you would with standard fields.
Click Edit next to the field in the Fields panel to edit the elements of your custom field.
Understanding the components of a Custom Field
The Create Custom Field modal outlines all required elements of a field:
Field name: The name that will be displayed in your document output for this field.
Description: A brief description that will show in the tooltip when you hover over the info icon.
Instructions: The instructions that the AI will use to generate your field. We dive into more detail on this below.
Format: The format your output will take (i.e. Paragraph, Bullet list, etc). Formatting is discussed in more detail in the Custom Document Builder help article.
Example Output: A real-life example of output that could be generated for this field.
If Discussed: The selection which tells HappyDoc when to display the content captured in the transcript. If Discussed is detailed further in the Advanced Custom Document Settings help article.
Normal Value: If you chose "Display discussed value if abnormal, otherwise use normal value" in the step above, one additional field will populate so that you can enter a normal value. Normal Values are discussed in more detail in the Advanced Custom Document Settings help article.
Here is an example of what these fields might look like for Activity Level:
Writing Detailed Custom Field Instructions
Good instructions (also known as "prompts") are critical to good output. AI prompting is not for the faint of heart and it takes some practice - don't give up! Here are our suggestions for writing good field instructions:
Be specific.
In our example above, "Describe the pet's daily activity" would leave out any observed changes which are important to document. Be thorough and clear in your instructions.Don't be too specific.
We know, we know. We wrote the opposite in #1. We told you this takes some practice! It's equally important to not be too specific which could have unintended consequences in missing information. "Describe the pet's daily activity level including walks, hikes, outdoor activities, play habits, dog parks, etc and any changes in their activity" could leave out important details. What if the pet goes to daycare? Agility training? If these aren't in your enumerated list, the AI could overlook them as irrelevant."Including but not limited to"
If you do decide to include a list of things you want it to capture here but don't intend for it to be an absolute or exhaustive list, try "including but not limited to" to help it understand that there may be other relevant items worth including.Trial and error
Understand that prompting is an art and tweaks will likely be necessary. Set your first draft of these instructions then give it a go! Use the instructions as is for at least one day before you adjust them just to ensure your sample size isn't too small.Use ChatGPT to help
Tell ChatGPT what you are trying to do and see if it can help you. You'll learn from the way it rewords your sentences as well! "This prompt should generate the History section of a veterinary SOAP. Refine this prompt: __" or "Help me write a prompt that generates the History section of a veterinary SOAP in thorough but concise manner."