Idea Forum

Legal Name vs Preferred Name at the top of the chart

It would be extremely beneficial for our clients to see their preferred name, instead of their legal name, show at the top of their chart.This would especially honor our trans clients. We need to have their legal name for billing purposes so we cannot currently use the main name fields in demographics.

  • Cher Bunkley-Rea
  • Feb 28 2019
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  • Guest commented
    19 Jun, 2019 02:47pm

    Yes, and I just posted the idea for the preferred name to go out in reminders!