Patient/Client Terminology (changing what "patients" are called)

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Changing patient terminology for all your patients

PatientTerminology_Settings.gif

Image: How to change patient terminology for all your patients (expand image)

To change patient terminology for all your patients:

  1. Click Settings > General.

  2. In the Patient Settings section, click the Edit (pencil) icon next to "Terminology".

  3. In the Patient Terminology field, select your preferred patient terminology. You can choose between Patient, Client, Supervisee, Resident and Customer.

  4. Click Save.

RESULT: Patients who do not have individual terminology settings will be referred to by the selected term on invoices and in their profile.

Changing patient terminology for an individual patient

If an individual patient that you see is more appropriately referred to by another term (e.g. client or supervisee) you can select the term from the drop-down menu under "Patient Terminology" on their patient profile. This will apply only to the individual patient.

PatientTerminology_IndividualSettings.gif

Image: How to change patient terminology for an individual patient (expand image)

To change patient terminology for an individual patient:

  1. Navigate to the patient's profile.

  2. Click Edit at the top-right of the page.

  3. In the Patient Terminology field, select your preferred patient terminology. You can choose between Patient, Client, Supervisee, Resident and Customer.

  4. Click Save.

RESULT: The patient will be referred to by the selected term on invoices and in their profile. This applies only to the individual patient.

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