Customer Profile, Basic Information, and Updating
The customer profile compiles the key information about the customer. The visibility of the information and editing rights depend on the user's roles.
Main Contents 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 mainly 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 workspace.
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 and related information are displayed.
- Update the desired fields.
- Save.
Important. If the customer's information comes from a source system, the integration may automatically bring changes and overwrite manual changes.