Agency Specific Supplementary Forms allow agencies to create custom forms for data collection.  All supplementary forms have 40 custom fields that can be set up: 20 data elements on the top and 20 data elements on the bottom.

Note: Historically, supplementary forms were set up for the Opioid Strategy and Support Within Housing to capture a standard set of data elements. 

Step-by-step guide

  1. From the toolbar at the top of any Catalyst screen, select Administration from the Admin selection list.



  2. On the Administration screen, select Customization from the list.



  3. On the Customization screen, select Custom Fields.
  4. The listing of of screens is alphabetical. Select Agency Specific Supplementary Form, this is an all-purpose form.

  5. On the Custom Fields List screen, at the bottom of the screen, there are two buttons that will allow you to add a custom field. They are:
    1. New Top Custom Field - allows you to add a text, numeric, selection list or date field.
    2. New Bottom Custom Field - allows you to add a text, numeric, selection list or date field, and a large text area field.

  6. Select the either New Top Custom Field or New Bottom Custom Field.
  7. Use the radio button to choose the field type, then click Select.



  8. Once the type of the field has been selected, indicate the field order for that particular field.  This will determine which order you want your new custom field to appear on the screen.  For multiple fields, choosing the Field Order will organize the order in which each new data field is positioned.  This is particularly important when adding multiple fields.
  9. This form can be accessed from the buttons at the bottom of the Client Information Screen, Admission Information Screen, the Program Information Screen and the Discharge Information Screen.

  10. Clicking on Supplementary Form will display the optional forms available.  Note:  "No supplementary form found" simply means that no forms have been completed for this individual.

  11. Click on the desired form, complete the fields and Save.

  12. The next time Supplementary Form is clicked on for this client, the previously completed form will be indicated.



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