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How To: Create A Custom Diagnosis Field

This article walks you through how to create and apply a custom diagnosis field in the Tickets page. You’ll learn how to add a new diagnosis option from your Settings, and then use it when creating or editing a ticket. This is a helpful way to tailor diagnoses to better match your workflow or operational needs.

  1. From the top right banner, click the person icon to open the menu, then click Settings.Screenshot 2025-05-21 at 10.08.07 AM.png

  2. Then we will go to the Tickets tab to open those specific settings.Screenshot 2025-05-21 at 10.09.25 AM.png

  3. Navigate to the Diagnosis Fields section and click on the Add Diagnosis button.Screenshot 2025-05-21 at 10.13.19 AM.png

  4. Click in the blank text field and enter the name of the diagnosis, then click Save.custom.gif

  5. From the left side navigation click on Tickets.Screenshot 2025-05-21 at 9.32.55 AM.png

  6. Click the Add Ticket button to open the modal.Screenshot 2025-05-20 at 4.13.49 PM.png

  7. Click on the Diagnosis Drop Down and scroll down to the newly created custom diagnosis.Screenshot 2025-05-21 at 10.18.13 AM.png

  8. In this example we created a "NEW 111" custom diagnosis and it now it appears in the dropdown, as shown above.

 

 

Note: You can add your new custom diagnosis to an existing ticket by clicking on edit within the existing ticket on the Tickets page.

 

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