Custom settings: Dispensary terminology settings
Practitioners
In this article:
In-app terminology settings
Your patient experience
Support Center terminology
In-app terminology settings
Terminology in your dispensary refers to the preferred terms you would like displayed to your patients and staff as they navigate your dispensary. This includes the following:
- Treatment plan terms: Prescriptions or Recommendations
- Patient terms: Patients or Clients
We recommend that the terminology reflected in your dispensary aligns with your accreditation or licensure, and the standards or guidelines in place by the issuing institution.
Default terminology is determined by your healthcare provider type selected during sign-up (i.e., Medical Doctor, Registered Pharmacist, Nutritionist, etc.). You can modify your terminology settings any time from your Account settings page to fit your personal preference or requirements from an accrediting institution.
To update in-app terminology settings:
- Select your practitioner menu (your avatar or initials) from the top-right corner then select Account settings. On mobile devices, tap the menu icon ( ) and select your name.
- Select the Preferences tab and scroll down to the In-app terminology heading.
- Click the radio button of each preferred term you'd like reflected in your dispensary. This terminology will display to all staff and patients accessing the dispensary.
Terminology settings found in Account settings can be modified at any time by dispensary owners.
Your patient experience
Your patients, or clients, will see the treatment plan term (Prescription or Recommendation) in their account and emails. The selected patient term (Patient or Client), won't be visible.
References to the prescription term (i.e., Prescription) within a patient or client account.
Support Center terminology
Throughout this Support Center, we include images, gifs, and videos that may not reflect the terminology settings in your dispensary. We primarily use the term treatment plan to capture both prescription and recommendation terms and will use the term patients over clients as it's most widely in use.
Steps to complete actions are generally unaffected by your choice of terminology, though some buttons/call to actions throughout the platform are dynamic to reflect your terminology settings. i.e., New prescription vs. New recommendation.