Would love a “preferred name” spot with appropriate functions/settings

Maybe the ability to use a preferred name for everything it can legally be used for, and the legal name wherever it needs to be (beyond our control, like insurance).

My CPTSD clients tend to have particular preferences here, as well as those in a state of transition. From a trauma-informed stance, it’s great to be able to have them use their preferred name as much as possible while still having their legal first name available for anything connected to billing/insurance. Some of my clients have visceral reactions to their legal first names, so where there is room for autonomy and gentleness, I would love to provide this to them.

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Upvoters
Status

In Review

Board
💡

Feature Request

Tags

practice management

Date

About 2 hours ago

Author

Chelsea Julé

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