Change a clients name
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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?

 

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    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.

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    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.

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    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!

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    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.