Skip to main content

Differentiating New Clients




  • Sylvia Vargas


    Yes I feel having a prompt of some sort; (highlighted name, different color, a symbol of our choosing, etc...) to differentiate a NEW from EXISTING client would be V E R Y  H E L P F U L!!! Please consider this option to facilitate our work.

    Thank You


    Comment actions Permalink
  • Gillian

    Hi Eric and Sylvia, thanks for your feedback regarding how to make SimplePractice even better. One workflow that some SimplePractice customers follow is entering a client's name in ALL CAPS prior to their first appointment, then updating their name after the intake. That's one easy way to differentiate new clients at-a-glance.

    If you have additional suggestions for how to improve SimplePractice, I'd recommend adding them to our Ideas and Suggestions board at This board is regularly reviewed by our Product team. 

    Comment actions Permalink

Please sign in to leave a comment.