When you're entering your client's information, you can choose to enter a Nickname or Preferred name on their profile.
The nickname will replace the first name for this client throughout the system but will still show you the client's last name. This should make it easier for you to differentiate between clients with the same first name. You will be able to find these clients by searching for either their first name or nickname.
Important details to know
- When showing initials on the calendar (privacy mode ON) and a nickname is present, we will use the initial from the nickname and the initial of the last name.
- The nickname will replace the first name on all emails and documents created inside of SimplePractice except for Superbills and Claim forms.