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THNP1-I-1640
THNP1-I-363
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Status
Future consideration
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Categories
Clients & Groups
Created by
Guest
Created on
Jan 13, 2023
RELATED IDEAS
Add new name field to client details
Record previous name in client's details
Don't retroactively apply updated credentials
Use only client initials when alerted about a calendar change
Rename tabs in clients and cases
Add previous last name/maiden name field
Add name to client info on Statements
Update name fields on client portal to "Preferred"
Have the DBA be client-facing
Allow for client nickname or preferred name
Don't update name changes on previous documentation
When a client changes their name and I change it in the system, only apply that name change to any documents created going forward.
App Type
Provider App
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