Map Legal Name to Client Profile

Map a client’s legal name to their profile for use with prescriptions, insurance claims, and other official records.

Create a Custom Field

1. Click Lists → Clients.
2. Click Profile Settings.
3. Select the Custom Fields tab.
4. Click Add New Field.
5. Name the field Legal Name.
6. For Field Type, select Text Box.
7. Click Save Settings.

Map the Field in your Questionnaire

1. Add a new question or question item to your questionnaire prompting the client to enter their Legal Name.
2. Click the gear wheel icon for the question/question item.
3. Select Text Box in the Type dropdown menu.
4. Select your Legal Name custom field from the Profile Mapping dropdown menu.
5. Click OK.

Enter Form Settings 

1. While in the questionnaire editor, click the three dot icon and select Settings.
2. Select the Advanced tab.
3. In the Public Sign In Page section, enter the Custom Instruction and the Custom Name Placeholder asking client to enter their preferred name.

Client Entry and Lookup

• Add clients to the system using their Preferred Names; this allows you to use the Name field in the client portal.
• Instruct clients to book appointments using their Preferred Names.
• Search clients by their Legal Names in Lists → Clients using the Custom Field filter.