Table of Contents

How to Switch from Client to Patient, or from Patient to Client

To use the term "patient":

1. Click on the Practice tab
2. Click on the Employees Tab
3. Make sure that your name is selected on the Employee tab
4. Click on the Employee Preferences tab
5. Click on the General tab
6. Locate the line that starts with "The people who come see me are my:" and select the word "Patients"
   

To use the term "client":

1. Click on the Practice tab
2. Click on the Employees Tab
3. Make sure that your name is selected on the Employee tab
4. Click on the Employee Preferences tab
5. Click on the General tab
6. Locate the line that starts with "The people who come see me are my:" and select the word "Clients"
   

See also

• Are they Patients or Clients?
• How to switch from Client to Patient, or from Patient to Client
• How to add a new Client or Patient
• How to view an existing Client or Patient
• How to hide all inactive Clients or Patients
• How to unhide all inactive Clients or Patients
• How to set a Client or Patient status to Active
• How to set a Client or Patient status to Inactive
• How to change the name of an existing Client or Patient
• Table of Contents