Display client's first name and last name in separate columns on reports
Have the client's first name and last name appear in separate columns in reports. I export to Excel and having it in separate columns saves me a step of parsing that data.
This HAS TO BE FIXED!! Preferred name is just for their "nickname" or whatever- but legally, we need the legal name on reports, appts, EVERYTHING. I don't want to see the nickname, and often times our providers will put the spouses name in that column for couples counseling, or if there are more than one account, the providers will put their name in that area. Now I have appts and reports showing up in a variety of names........none of which are the correct names. Ugh. so annoying. please get with it TheraNest!
The "Clients Served" report pulls clients by their preferred Name and Last Name and also those names all in one Column. Would it be possible to change the report to run as legal FN, LN in two columns? Or, if that can't be done, even the preferred name and last name in 2 separate columns? It would be so much easier to sort and compare to other reports that way. For example, the two (active and all) "Demographic Info" reports pull clients by their "official" FN and LN in two columns.
We also do the same thing and bill over 1,000 lines in a separate system for the state. It is a lot of extra work to sort out the names and would be VERY helpful to add this feature.