Please note that due to the circumstances around COVID-19, we are seeing a significant increase in the number of help requests to our Customer Success group and we're working to respond as quickly as possible. We do strongly encourage you to take advantage of all the free resources we have available. Thank you for your patience and understanding. 

Community

Adding a nickname

When entering a client's information, you have the option to enter a Nickname or Preferred name in their profile, as shown below.

Adding a nickname to a client in SimplePractice

Once you have added a client's nickname, the nickname will replace of the client's first name throughout the system.

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.
Have more questions? Submit a request