Customer Basic Information and Updating
The visibility and editing rights of customer basic information depend on the user's roles.
Main Content of the Profile
The profile typically includes:
- Personal Information: name, date of birth, gender, personal identification number.
- Contact Information: address, phone number.
- Service Information: service type, start and end date, customer status.
The information generally comes through integration from customer and/or patient information systems, and some may be manually entered.
Viewing the Profile
- Open the customer from the customer list or by search.
- View the basic information and related additional details from the customer's dashboard.
Updating Information
If your access rights are sufficient, you can update the customer's information from that view.
- Open the customer's view and select the tile where the customer's name is displayed.
- Update the desired fields.
- Save.
Important. If the customer's information comes from a source system, the integration may automatically bring changes and override manual modifications.