Set Client Preferred Name

 Permissions: All Users can set Preferred Name in Client Details, must have Billing Permission to set in Bill To & Info Tab.

Occasionally a Client has preferred name. If added, the Client's preferred name will show in Client facing notifications and a majority of Client facing documentation, as well as in the Client Portal.

The Client's Preferred Name replaces their legal name on the following reports:

• Cancelled and Rescheduled Appointments
• Clients Served
• Detailed Attendance
• No Show Appointments

The Clients Legal First and Last name display in Notes and Billing Documentation, as well as in these areas:

• Client Intake
• Client Details
• Printed Progress Notes

NOTE: You cannot Import a Client's Preferred Name. You can edit/add it after Client's have been imported.

Jump to Section [Set Preferred Name in Client Creation] [Set Preferred Name in Client Details] [Set Preferred Name for Billing Documents]

Set Preferred Name During Client Creation

1. When you add a New Client, type the Preferred name in the field provided.
2. Click Save Client after you've entered in all other relevant information.
   

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Set Preferred Name in Client Details

After a Client has been created, you can add or edit a preferred name.

1. Locate Client and open Client Profile.
2. On Details tab, enter Preferred Name.
3. Click Save.
   

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Set Preferred Name on Billing Documents

You can set a Client's Preferred Name to display on Invoices, Statements and Superbills.

IMPORTANT: By default, the Client's legal name will ALWAYS display on documents submitted to insurance. This can not be changed.

1. Locate Client and open Client Profile.
2. Click Bill To & Insurance Info tab.
3. Enter Client's Preferred name in the Name field. Again, this only changes what will display on Invoices, Statements, and Superbills.
4. Click Save Billing Info.
   

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