Change a clients name
Answered

Is anyone else having difficulty changing the clients name? I have a new client which I sent the invite to the mother, now I cannot get her name out of the file so insurance is listing her rathe than client and. She is not the policy holder nor the insured. Any advice?

 

9 comments

  • 0
    Comment actions Permalink
    Avatar
    Gillian

    Hi Sharon, I'd be happy to help. If the client is a minor, you can check the "Client is a minor" box under Edit > Client Info, then list the guardian as their guardian under Contacts on the same page. To address the Make Payments To: section on Superbills to the guardian, visit Edit > Billing and Insurance and select "Primary Insured" under "For Superbills, make payments to:" 

     

    Let me know if you have any additional questions about this, or anything else SimplePractice. I'm here to help.

    Hi Sharon, I'd be happy to help. If the client is a minor, you can check the "Client is a minor" box under Edit > Client Info, then list the guardian as their guardian under Contacts on the same page. To address the Make Payments To: section on Superbills to the guardian, visit Edit > Billing and Insurance and select "Primary Insured" under "For Superbills, make payments to:" 

     

    Let me know if you have any additional questions about this, or anything else SimplePractice. I'm here to help.

  • 0
    Comment actions Permalink
    Avatar
    Harper Cheaney

    How do you change the client's guardian's info?  I put a nickname instead of the parent's legal name and it needs to be changed for insurance.  It's a drop down menu only now on that portion of the client's info and it can not be edited.

    How do you change the client's guardian's info?  I put a nickname instead of the parent's legal name and it needs to be changed for insurance.  It's a drop down menu only now on that portion of the client's info and it can not be edited.

  • 0
    Comment actions Permalink
    Avatar
    Gillian

    Hi Harper, you can change the guardian's information under Edit Details > Contacts. Let me know if you'd like any further assistance!

    Hi Harper, you can change the guardian's information under Edit Details > Contacts. Let me know if you'd like any further assistance!

  • 0
    Comment actions Permalink
    Avatar
    Catherine Thorington

    How do I change the clients name from the parent to the child's name? How do I delete the parent file. I created a file for the parent and the child. I only need the child.

    How do I change the clients name from the parent to the child's name? How do I delete the parent file. I created a file for the parent and the child. I only need the child.

  • 0
    Comment actions Permalink
    Avatar
    Gillian

    Hi Catherine, under Edit Details > Client Info, you can change the client's name or delete the client. To change their name, edit the name in the First Name and Last Name fields. To delete the client, scroll to the bottom, select "Delete Client," and enter the client's name to remove them from your SimplePractice account. Please note that deleting the client will also delete any associated appointments, Consent Forms, and documentation.

    Hi Catherine, under Edit Details > Client Info, you can change the client's name or delete the client. To change their name, edit the name in the First Name and Last Name fields. To delete the client, scroll to the bottom, select "Delete Client," and enter the client's name to remove them from your SimplePractice account. Please note that deleting the client will also delete any associated appointments, Consent Forms, and documentation.

  • 0
    Comment actions Permalink
    Avatar
    Michelle Zomer

    I have a client whose name recently changed due to marriage.  Can I change her file to her new last name, yet keep all of her previous information under her maiden name for record accuracy?

    I have a client whose name recently changed due to marriage.  Can I change her file to her new last name, yet keep all of her previous information under her maiden name for record accuracy?

  • 0
    Comment actions Permalink
    Avatar
    Amy

    Hi Michelle,

    I hope you are having a nice day. I would be happy to help.

    Currently, when you make an update to the last name of your client, the change will only affect sessions created moving forward. All billing documents and forms will remain unchanged.

    Please let me know if you have any additional questions, and I’ll be glad to assist you.

    Hi Michelle,

    I hope you are having a nice day. I would be happy to help.

    Currently, when you make an update to the last name of your client, the change will only affect sessions created moving forward. All billing documents and forms will remain unchanged.

    Please let me know if you have any additional questions, and I’ll be glad to assist you.

  • 0
    Comment actions Permalink
    Avatar
    Mark Fisher

    Hello Simple Practice Help Team,

    I have a potential new client and am sending them the consent documents, etc. through the portal.  I did not know their last name on first contact, so I used "Client" or "New Client" in the part of the form, so that I could continue to send the info to them.  The problem when they receive it and change the "Client" last name to theirs the consent documents stay are signed "Bob Client" not his real last name, say "Bob Field".  How can the signature be changed on the consent doc. if they have the wrong name on them?  Thanks for your help.  

    Mark near Seattle 

    Hello Simple Practice Help Team,

    I have a potential new client and am sending them the consent documents, etc. through the portal.  I did not know their last name on first contact, so I used "Client" or "New Client" in the part of the form, so that I could continue to send the info to them.  The problem when they receive it and change the "Client" last name to theirs the consent documents stay are signed "Bob Client" not his real last name, say "Bob Field".  How can the signature be changed on the consent doc. if they have the wrong name on them?  Thanks for your help.  

    Mark near Seattle 

  • 0
    Comment actions Permalink
    Avatar
    Gillian

    Hi Mark, happy to help. The best thing to do in this scenario is to change the client's name in SimplePractice under Edit Details > Basic Info, then resend the Consent Form for another signature through the Share button.

    Hi Mark, happy to help. The best thing to do in this scenario is to change the client's name in SimplePractice under Edit Details > Basic Info, then resend the Consent Form for another signature through the Share button.