This article will walk you through how to view and set up custom case fields in Unity® Practice Management. 

Viewing Custom Case Fields

1. Open the corresponding Case you want to configure. 

2. Click the pen icon on any editable field. This will show your custom case fields. 

   You can complete these fields when creating a new Contact or Case, or you can update them at any time by clicking the pencil icon to edit the case details.

3. To set up custom case fields, click your initials in the bottom left corner and select Settings. 
4. Then, go to Maintain Lists and click Case Fields. 
5. Choose the relevant Case Type and Case Group. 
6. Select a Field Type from the available options.

7. Enter a Name for your new field. Then, click Submit.

   You can leave the display order and the remaining options as default settings if they're not required. After submitting, your new field will appear at the bottom of the list. The system will also automatically generate an i-tag for that field. The I tag allows you to pull information from your custom case field directly into document templates. This is especially useful when generating automated documents.

8. If you need to copy custom fields from an existing case, you can click the Copy button.