How to Reorder Custom Fields

Note: This Setting is only available to Administrator users.

Note: For home care clients, open Agency settings > Clients (Clients - Home Care if your account has both) and scroll to Customize Home Care Client Layout. The reorder steps below are the same.

1) Navigate to the Customize Setting

  1. Click the Settings cog ⚙️
  2. Choose Settings
  3. Click Agency Settings
  4. Choose Customize

2) Click Reorder fields in the Relevant Section

Scroll down to the relevant section and click the Reorder fields button.


3) Use the Triple Bar ≡ Icon to Reorder Fields

Use the triple bar "≡" icon to reorder fields in that section.


4) Click Save

Click the Save button to save the changes you made.


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