In some cases, your client will prefer to be called something other than their given/legal name. However, for legal and billing purposes, they will still need to have their legal name on file.
Typically this is the name that is listed on the client's insurance card.
Adding and Editing a Client Name
When you manually add a client to Ruh Care, you will be required to enter a first and last name.
This client first and last name will render and auto-fill across the platform. Scheduling, Charting, Billing, etc will all list this client's first and last name as entered.
To make adjustments to this name, navigate to the Client's Profile > Actions > Personal Information
Client Preferred Name
The First Name field in the Client Profile reflects the client's Preferred Name. This is the name that the client will see in any provider-client communication (ie. automated emails to the client).
Client Legal Name
The Legal Name field can optionally be updated to add the clients Legal FIRST Name (not full name). When populated, this is the first name that will be rendered in Invoices, and Superbills. The client will continue to see their preferred name in automated communications, and when they log into their Ruh Care Client Portal.
Searching or Selecting Clients by Name
When searching for clients, providers can search by either Legal or Preferred name. The Preferred Name will show in parentheses.
