Customizing Your Business Terminology in NextGen

In your business, you may have patients and doctors, or you make reservations for equipment. In this article, we'll review the ways you can customize the terms displayed to your users.

Enter your Business Terms

Depending on the type of business you operate or the type of scheduling you need to support, you can easily update your DaySmart Appointments account to reflect the specific terms you use to reference the resources or records associated with your scheduling process.

In the Preferences section, you can manage the Global Terms for your account. On this page, you'll see the various features enabled for your account and have the opportunity to customize them in both the singular and plural forms. Where appropriate, the system will retrieve these words and display them on various pages, fields, forms, or emails associated with your account.

The default terms are already applied to your account. Feel free to change whichever fields need to be updated to reflect your scheduling scenario. When you are done, Save Changes to apply them to the NextGen application.

Terms in Other Languages

You may have users or administrators of your system that have a preference for display language. With support for multiple languages, you may need to enter information into the Display Name or Tool Tip fields for the other available languages.

On the Global Terms page, a dropdown field for Language is available. The default selection for this field is English. Any field in the English language that contains information for the Term will display here. If profile fields in English are blank, you may enter information in those fields to complete the user's profile. Save any changes or, upon switching languages, you'll be prompted to Save and Switch.

To select a different Language, click on English, and choose another language option. The page will update to display the Term list in the selected language. The fields will initially display with the English information, but you may edit the Display Name and/or Tooltip Help Text fields for the new language.

When you have completed entering information for the current language, Save changes.

Repeat this process for additional languages as needed for this user.

Translating Other Information

Throughout the application, you will find areas and information that can be translated. Take a look at the other areas by reading these additional Knowledge Base articles:

• Managing Admins or Staff Members
• Managing Services
• Overview of Room Sharing
• Managing Appointment Status

---

Article published January 15, 2019

Supports Single and Multiple Appointments versions - Available on all pricing tiers