Objects
Create your own record types beyond patients and opportunities, such as treatment packages, and link them to patients.
2 min read
MedicalGrow has three built-in record types (objects): Contact (patient), Opportunity and Company. For most clinics these are enough. Sometimes, though, you need a separate list of records with their own fields that link to patients. The Objects page lets you create a custom object for that.
When should you use a custom object?
A custom object makes sense when all three of these are true:
- The record has its own details (name, price, duration, contents…).
- The same record can link to more than one patient.
- You want to see a list of these records on its own.
Clinic examples:
| Custom object | Fields | Why? |
|---|---|---|
| Treatment Packages | Package name, price, hotel nights, what's included | See every patient who chose the "All-on-4 Package" in one list |
| Partner Hotels | Hotel name, stars, nightly rate, address | Track which patient is staying at which hotel |
| Agents / Referrers | Agent name, country, commission rate | Track patients and commission from referral agencies |
Note
If the information belongs to a single patient only (e.g. their arrival date), use a custom field instead. Custom objects are more powerful but take more effort to set up and use.
Open the object list
- Open Settings → Objects. Standard and custom objects are listed with their record counts.
- Click Create Custom Object in the top-right corner for a new object.
Create a custom object
- Enter a Singular Name (e.g. "Treatment Package") and a Plural Name (e.g. "Treatment Packages").
- In Primary Display Property, enter the name of the field shown as each record's title, e.g. "Package Name".
- Briefly describe what the object is for in Description.
- Click Save.
Fields and associations
Once the object exists:
- Add fields: from the object's page, add fields such as price (Monetary), nights (Number) or what's included (Multiple Options). Field types are the same as in Custom fields.
- Create an association: associate the object with Contact. You can then pick the package from the patient record, and see every patient who bought it from the package record.
- Add records: enter your packages one by one (e.g. "All-on-4", "Hollywood Smile 20 Veneers", "FUE 4000 Grafts").
The location of association and field settings can change between interface versions; look for tabs such as Fields and Associations on the object's settings page.
Tip
Start small: one custom object (e.g. Treatment Packages) and 4–5 fields. Expand as your team gets used to it. If you'd like help with setup, message our support team on WhatsApp.
Limitations
- Custom objects and record limits may vary by plan.
- Deleting an object also deletes all its records and associations.
- Standard objects (Contact, Opportunity, Company) can't be deleted.
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