How to define which patient data is stored (Profile Fields)

Step 1: Navigate to Profile Fields

Open Settings in your Admin Tool.
Click on the Profile Fields tab.
Here you will see an overview of all currently configured data fields.
To define a new field, click on Add New Patient Profile Field in the top right corner.

In the window that opens, you need to enter the details for the new data field:

Field Name: The name displayed in the list (e.g., "Date of Birth").
Field Key: A technical identifier for the system.
Field Type: Select the type of data this field contains (e.g., Text, Image, or ID).

Picture: The uploaded document (e.g., an ID card) is stored permanently as an image.
ID: The image is used only for a one-time verification. Once the check is complete, the image is automatically deleted, and the status in the profile is set to "ID Verified".

Here you decide where the information for this field comes from. Select one of the following options in the Field Source drop-down menu:

Shop: The data is pulled directly from your shop system (e.g., Shopify, WooCommerce).
- Important: Select the corresponding store in the "Shop" field below.
Survey: The data comes from the integrated medical questionnaire.
- Important: If you select this option, the Connected Questionnaires section will appear on the right. You must select the specific Questionnaire and the exact Question whose answer should be stored.
User: The data is obtained directly from the user account.

Send to partners: Enable this toggle if this specific information should be forwarded to third-party tools (e.g., Klaviyo for email marketing).
Required for prescription: Define whether this field is mandatory for issuing a prescription.

Finally, click on Save Information to create the new profile field.