Separate calendar preference for showing client initials in calendar and alerts
Under Calendar Preferences, separate the preference for "Show only client initials in Calendar and staff email alerts" so that I can display the client's full name on the calendar, but only show their initials in email alerts.
When scheduling and editing appointments and doing case management/documentation, displaying only initials makes everything harder. But it is imperative to only display initials in staff email alerts. These options should be separated so I can see the entire client name in the calendar and only display initials on email alerts. As it is designed now, I have to constantly toggle this feature on and off. I have to remember to ensure it is checked if I am sending client forms.
We would suggest not having the client name come across the subject line when the therapist receives notification that intake paperwork has been completed. This could be problematic with HIPAA if it comes across a home screen notification with clients name in plain site. The notifications come at any time so there is no way to anticipate them on personal devices that a therapist has their work email associated with.
I would like to vote for the client initial options to be separated in the settings. I would like initials in email notifications but still have the full client name in my calendar view.
what and where is the setting to change emails so that do not include the clients name but only initials? I went to the profile but it changes both the calendar and the email settings at the same time. I need to see the client names on my calendar but I feel uncomfortable with the full names being on emails.
