Legal Names on Insurance Documents & ePrescribe

In some instances you may want a client's preferred name on their profile, but need a different "legal name" on insurance documents. This practice is supported by PracticeQ.

If you set a legal name for a client, it will automatically be used on superbills and claims, and for medications in ePrescribe.

To set a legal name on a client, follow the steps below:

1. Click Lists → Clients and open the client's profile.
2. Select the Claims tab.
3. Click Claim Defaults.
4. Enter the client's legal name in the Patient Legal Name field.
5. Click Save.