Idea Forum

Preferred name in text/email reminder

As it stands, there is only an option for the patient's legal name to go out in reminders, though there is an option on the demographics page "refer to client as" for those clients using a preferred name.  This is great for note-writing, but would be helpful if there was an option in the portal for the preferred name to go out in reminders.  This would be helpful for transgender clients who may go by a different name than their birth name.  Receiving a text with a name they no longer associate with can be triggering for their mental health.

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  • Jun 19 2019
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