--- title: How Do I Create a Clickable Field? description: To create clickable, templates you must first set up fields. You can find this under Settings > Visit Notes > Fields. --- [Skip to content](https://knowledge.populateemr.com/how-do-i-create-a-clickable-field#main-content) English Show submenu for translations [More support](https://knowledge.populateemr.com/kb-tickets/new?hsLang=en) [Customer portal](https://support.populateemr.com/tickets?hsLang=en) ![](https://knowledge.populateemr.com/hs-fs/hubfs/Full%20Logo%20-%20Black-1.png?width=250&height=67&name=Full%20Logo%20-%20Black-1.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://knowledge.populateemr.com/kb-tickets/new) - [Customer portal](https://support.populateemr.com/tickets) - [Contact us](mailto:support@populate.com) [Contact us](mailto:support@populate.com) How can we help you? - There are no suggestions because the search field is empty. 1. [Populate Help Desk](https://knowledge.populateemr.com/?hsLang=en) 2. [Visit Notes](https://knowledge.populateemr.com/visit-notes?hsLang=en) September 16, 2026 # How Do I Create a Clickable Field? From **Settings** navigate to "**Visit Notes**" ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/327af4a6-db12-4d39-af4c-96a12d46eda3/4b0a4952-ea45-4ca0-ba7e-2e8757140b93/images/1c62d554-f658-40a3-be27-55a40e132255.png) Navigate to the "**Fields**" tab  ![](https://knowledge.populateemr.com/hs-fs/hubfs/undefined-2.png?width=1918&height=902&name=undefined-2.png)  Click on the "**Add field**" button on the top right corner of the page. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/327af4a6-db12-4d39-af4c-96a12d46eda3/4b0a4952-ea45-4ca0-ba7e-2e8757140b93/images/147cd4c1-d781-4f00-a508-d6c64462aef3.png) To get started, add a name to your field so you can search for it when creating a visit note. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/327af4a6-db12-4d39-af4c-96a12d46eda3/4b0a4952-ea45-4ca0-ba7e-2e8757140b93/images/68e6cae7-1bce-4aa7-943d-88582bb94b39.png) Next add "**Options"** dictating what you would use the field for. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/327af4a6-db12-4d39-af4c-96a12d46eda3/4b0a4952-ea45-4ca0-ba7e-2e8757140b93/images/eb35980e-971e-4473-917d-b6dcfd9c165d.png) Click **"Create"** and you're done. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/327af4a6-db12-4d39-af4c-96a12d46eda3/4b0a4952-ea45-4ca0-ba7e-2e8757140b93/images/4cba0789-4c7d-4370-a73a-46e810659c71.png) To search a field you've previously added, type the field name in the search bar. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/327af4a6-db12-4d39-af4c-96a12d46eda3/4b0a4952-ea45-4ca0-ba7e-2e8757140b93/images/59d5d671-260d-410d-96af-13c1fa24bc13.png) To edit the field, click on the desired field name to open it. Edit as you please and click "**Update"** to save. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/327af4a6-db12-4d39-af4c-96a12d46eda3/4b0a4952-ea45-4ca0-ba7e-2e8757140b93/images/181982ae-4465-4ebc-b540-3ee50a36262e.png) - [FAQ](https://knowledge.populateemr.com/faq?hsLang=en) - [Support](https://knowledge.populateemr.com/support?hsLang=en) - [Billing](https://knowledge.populateemr.com/billing?hsLang=en) - [Appointments](https://knowledge.populateemr.com/appointments?hsLang=en) - [Visit Notes](https://knowledge.populateemr.com/visit-notes?hsLang=en) - [Charts](https://knowledge.populateemr.com/charts?hsLang=en) - [Encounters](https://knowledge.populateemr.com/encounters?hsLang=en) - [Intake](https://knowledge.populateemr.com/intake?hsLang=en) - [To-Dos & Stickies](https://knowledge.populateemr.com/to-dos-stickies?hsLang=en) - [Fax & Reports](https://knowledge.populateemr.com/fax-reports?hsLang=en) - [Settings](https://knowledge.populateemr.com/settings?hsLang=en) - [Rachel—AI Agent](https://knowledge.populateemr.com/rachel-ai-agent?hsLang=en) - [Forms](https://knowledge.populateemr.com/forms?hsLang=en) [![](https://knowledge.populateemr.com/hs-fs/hubfs/Full%20Logo%20-%20Black-1.png?width=250&height=67&name=Full%20Logo%20-%20Black-1.png)](https://knowledge.populateemr.com/?hsLang=en) 6790 Embarcadero Ln #100, Carlsbad, CA 92011 [mailto:support@populate.com](mailto:support@populate.com) Copyright © 2025, Populate EMR, Inc.