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Patient names in automated correspondence

  • December 29, 2025
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Good afternoon everyone.

Could I make a request that the automated correspondence that uses the first name field for patients be changed so that it uses the preferred name instead?

We have several patients (as I’m sure most practices do!) who either use their middle name routinely and some who use a completely different name, although they may not have officially changed it. Some of these patients then get offended when they suddenly receive a text in their “dead name”, especially as I’ve edited all our templates to uses the preferred name option.

Thank you