How to Customize Customer Terminology (Patient vs. Client)

To customize how you refer to your customers, you can change the term from "Patient" to "Client" and vice versa in your settings. Here's how:

1. Log in as the Admin.

2. Click on the Gear icon (top-right header).

3. Select Base Setup from the menu that appears.

4. In the General section, click Edit.

5. Scroll down to "Patrons are referred to as" and choose the term you refer to your customers.

6. Once you have selected the desired term, click the "Save" button to apply the changes.

Following these steps, you can easily customize the term used throughout Noterrro to define and reflect how you refer to your customers.

Managing Admin Profile Information

Managing Practitioner Profile Information

Managing Assistant Profile Information

To customize how you refer to your customers, you can change the term from "Patient" to "Client" and vice versa in your settings. Here's how:

1. Log in as the Admin.

2. Click on the Gear icon (top-right header).

3. Select Base Setup from the menu that appears.

4. In the General section, click Edit.

5. Scroll down to "Patrons are referred to as" and choose the term you refer to your customers.

6. Once you have selected the desired term, click the "Save" button to apply the changes.

Following these steps, you can easily customize the term used throughout Noterrro to define and reflect how you refer to your customers.

To customize how you refer to your customers, you can change the term from "Patient" to "Client" and vice versa in your settings. Here's how:

1. Log in as the Admin.

2. Click on the Gear icon (top-right header).

3. Select Base Setup from the menu that appears.

4. In the General section, click Edit.

5. Scroll down to "Patrons are referred to as" and choose the term you refer to your customers.

6. Once you have selected the desired term, click the "Save" button to apply the changes.

Following these steps, you can easily customize the term used throughout Noterrro to define and reflect how you refer to your customers.

Managing Admin Profile Information

Managing Practitioner Profile Information

Managing Assistant Profile Information

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Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
Invoice

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
calendar date picker
invoice