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