Preferred Names

Owl Practice recognizes that many individuals have preferred names other than their legal names.

Use the “Preferred Names” tool under Contact & Clinical to replace your clients’ legal names with their preferred names.

Start by heading to the Client Profile:

• Click on Contact & Clinical > Contact Details.
• Click Edit.
• Type in the client’s Preferred Name.
• Directly below, click the checkbox labelled “Use Preferred Names on Non-Financial Documents.”
• Click Save.

Once you update this, preferred names will be used for:

• Reminders
• Confirmations
• Calendar sessions
• Workflow
• Linked accounts
• Client list
• Online portal
• Intake and consent forms
• Search
• Recently viewed clients

Preferred names will not be used on any financial documents, including:

• Invoices and receipts
• Account summaries
• Data exports
• Session notes
• Any export notes
• Refunds

As always, contact us with any questions about this tool.