# Client field reference

## All client fields

<table><thead><tr><th>Field </th><th>Description</th><th data-hidden></th></tr></thead><tbody><tr><td>Title</td><td>Formal prefix such as Dr or Ms.</td><td></td></tr><tr><td><p>Client full name</p><p></p><ul><li>First name </li><li>Last name</li></ul></td><td>Legal name used across the system.</td><td></td></tr><tr><td>Preferred name</td><td>The name the client would prefer to be called.</td><td></td></tr><tr><td>Date of birth</td><td><p>Client’s date of birth.</p><p>Format: DD/MM/YYYY</p></td><td></td></tr><tr><td>Sex</td><td>Administrative sex.<br><br>Sex is based on biological and hormonal sex characteristics assigned at birth. Sex is not the same as gender.</td><td></td></tr><tr><td>Gender identity</td><td>Self-described gender.<br><br>A person’s internal sense of their gender. This may differ with their sex assigned at birth (e.g., woman, man, non-binary, etc.).</td><td></td></tr><tr><td>Pronouns</td><td>How the client prefers to be referred to (e.g., she/her, he/him, they/them).</td><td></td></tr><tr><td>Profession</td><td>Client’s current or previous job title.</td><td></td></tr><tr><td>Email</td><td>Email used to receive communications.</td><td></td></tr><tr><td>Primary phone number</td><td>Mobile number used to receive communications.</td><td></td></tr><tr><td>Additional phone numbers</td><td>Extra contact numbers.</td><td></td></tr><tr><td>Alert</td><td>High-visibility note shown in key areas: the client profile and scheduling.</td><td></td></tr><tr><td>Tags</td><td>Visual labels shown in the Clients list.</td><td></td></tr><tr><td>Address</td><td>Client’s country of residence. After selecting a country, you can enter the client’s address.</td><td></td></tr><tr><td>Privacy policy consent</td><td>Record whether a patient has excepted the privacy policy i.e. pending, accepted, or rejected (default is pending).</td><td></td></tr><tr><td>Medications</td><td><p>Any current medications the client is taking.</p><p>Medication name and dosage(if known).</p></td><td></td></tr><tr><td>Allergies</td><td><p>Allergy and reaction.</p><p></p><p>Enter any known allergies e.g. medications, foods. </p></td><td></td></tr><tr><td>Intolerances</td><td>Record intolerances e.g. gluten, lactose.</td><td></td></tr><tr><td>Emergency contact</td><td><p>Person to contact in an emergency.</p><ul><li>Full name </li><li>Phone number </li><li>Relationship</li></ul></td><td></td></tr><tr><td>Referral information</td><td><ul><li>Referral type - Source of referral.</li><li>Referral description - Free-text details.</li></ul></td><td></td></tr><tr><td>Notes</td><td>General notes about the client (will be visible at the top of their client profile).</td><td></td></tr></tbody></table>

{% hint style="info" %}
If a field you need is not listed here, you can create it as a custom field. See [Add custom client fields](https://support.caspen.com/using-caspen/settings/add-custom-client-fields).
{% endhint %}

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## NDIS fields (Australia only)

<table><thead><tr><th>Field</th><th>Description</th><th data-hidden></th></tr></thead><tbody><tr><td>NDIS number</td><td>Client’s NDIS participant number.</td><td></td></tr><tr><td>Fund management</td><td>Select the client’s fund management type i.e. Agency, Plan managed, or Self managed.</td><td></td></tr></tbody></table>