Skip to main content

Change a clients name

Answered
Follow
Sharon E. Prager

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?

 

1

Comments

13 comments

Date Votes
  • 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.

    -1
    Comment actions Permalink
  • 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.

    -1
    Comment actions Permalink
  • Gillian

    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
  • 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.

    0
    Comment actions Permalink
  • 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.

    0
    Comment actions Permalink
  • 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?

    0
    Comment actions Permalink
  • Amy C.

    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
  • 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 

    0
    Comment actions Permalink
  • 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.

    -1
    Comment actions Permalink
  • Esther Wanning

    I am trying to change a client's name as it comes up on the calendar and such places, which is with a "4" as the middle initial.  However, it is correct in the client information, and when I edit that section in the place where I can change the date and whatnot, I am not able to change the name. 

    0
    Comment actions Permalink
  • Esther Wanning

    I am trying to change a client's name as it comes up on the calendar and such places, which is with a "4" as the middle initial.  However, it is correct in the client information, and when I edit that section in the place where I can change the date and whatnot, I am not able to change the name. 

    0
    Comment actions Permalink
  • Esther Wanning

    I am trying to change a client's name as it comes up on the calendar and such places, which is with a "4" as the middle initial.  However, it is correct in the client information, and when I edit that section in the place where I can change the date and whatnot, I am not able to change the name. 

    0
    Comment actions Permalink
  • Walker Witte

    I have a client who’s last name has legally changed. I need this to be reflected on the superbill for the last several sessions. How do I do this? When I go in to edit the client’s last name and save it, it just creates a completely new client in the system and none of the data or documentation has been transferred over to the new client. I don’t want to create a new client anyway. I want to change their last name in the account and on their recent documentation.

    -1
    Comment actions Permalink

Please sign in to leave a comment.

Didn't find what you were looking for?

New post