How to Customize Customer Terminology (Patient vs. Client)

Customize the terminology you use to refer to your customers in Noterrro, whether as "Patient" or "Client," by adjusting your settings.

Update Customer Terminology

Easily change how you refer to your customers through your account settings.

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 Accounts detail section, click the Account name Edit button.
5. Scroll down to "Patrons are referred to as" and choose the term you prefer to use for your customers.
6. Once you have selected the desired term, click Save to apply the changes.

By following these steps, you can tailor Noterrro to reflect your preferred terminology when referring to your customers.