Dispensary terminology settings

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. You can have patients referred to as 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:

1. 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.
2. Select the Preferences tab and scroll down to the In-app terminology heading.
3. 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.

Your patient experience 

Your patients can be referred to in the platform using the terms Patient or Client. These terms will be visible throughout the practitioner experience, and will be visible to the patient during their sign-in flow if they have multiple accounts.

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 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., Patients vs. Clients.