How can I change clinical case titles to more patient friendly terms?

Updated 3 months ago by Chris Conrad

Clinicians have the ability to edit the title of a patient's case at any time. 

This is helpful in use cases where a diagnosis term is not as clear to the patient as it would be to a clinician or office staff.

The following video shows how to change the names of cases. 

In this video, we change the name of a case from "Urinary Tract Infection" to "UTI."  

We do this by scrolling to the top of the case, selecting the Edit Icon (✎) next to the case title and updating the case name appropriately.  

"UTI" will now be the case name that the patient and other providers see.



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