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Client's "Preferred Name" on clinical documents

Rochelle Garcia 3 years ago in Clinical Charting Module • updated by sarah 3 years ago • 1

Hello,

Does anyone know if there is a setting in Procentive that would allow the practitioner to print clinical documents with the client's preferred name rather than what is in the client module?  

sarah 3 years ago

We stay away from that as far as billing (the preferred name is generally not the payer name) and use the legal name for documentation. Within the document, clinicians may use the preferred name but if records are ever requested for court or anything else, we have left the name as the legal name. Don't know if that helps?

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