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  • #31139
    clinicoffice_user
    Participant

      I’m trying to change the patient record (home->patients->double click on any patient name)

      currently, the tabs near the top of the patient detail screen say “patient details”, “appointments”, “finances” and “documents”.

      Can I change the word “appointments” to “Interactions and Appointments”. I know that’s a bit of a clumsy term, but I’d like all interactions to be logged with our patients. In other words, if my clinic calls a patient to see how they are following treatment, this should be logged and I’d like it logged in the appointments section rather than in the clinical notes. Additionally, if someone is enquiring about a treatment, then logging this in the appointments section means we can see how many times we’ve tried contacting them, so we don’t hassle enquirers, but equally, we want to try contacting someone a few times before we give up, and at different times of the day. Lastly, if someone emails us or walks in off the street with an enquiry, then again we can log that information and use it to follow up with postal information or a follow up phone call.

      I think the best way of doing this is through the appointments section of the database, but to make it look more like a contact management system, I would perhaps want my staff to see words to make them think of “appointments” as “patient and enquirer contact management”

      Thanks for the help!

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