By the client details, please add “name that they go by” or “preferred name” as there are many times that they go by or want to be called by a different name
Agree with this, also nice in Simple Practice that the name they go by is what is displayed in the client list.
chananya abraham
•
Jun 11
Correct. In simple practice, there is the legal name and the name that they go by. I think this can be of benefit. Additionally, I would also add a second email address in case there's someone else within the family, whether it's a parent or a spouse, who takes care of billing and would like to get specific emails….
This request was merged into another request
Comments3
Damon Dodge
Jul 18
For trans clients, this is a must-have.
Danaé Behr
May 28
Agree with this, also nice in Simple Practice that the name they go by is what is displayed in the client list.
chananya abraham
Jun 11
Correct. In simple practice, there is the legal name and the name that they go by. I think this can be of benefit. Additionally, I would also add a second email address in case there's someone else within the family, whether it's a parent or a spouse, who takes care of billing and would like to get specific emails….