Preferred first names for patients are HERE!

Emily Gable·

Well, technically they aren’t “here” as such, because this is the blog, but they are live in Cliniko now! It’s pretty straightforward, really…if your patients prefer to go by something other than their legal first name, you can now include this in Cliniko! 🤩 🎉

Anyone’s preferred first name can be added into their patient details page, and when you’re looking at/booking an appointment for anyone, their preferred name will show up:

User interface to edit patient/client preferred first name.

Adding a preferred name in the Patient Details page.

New appointment user interface displaying patient/client name

The preferred name shows when booking an appointment.

Note that if you want to address communications to your patients and use their preferred names, you’ll want to edit your templates to include the “preferred name” placeholders (either the “Patient.PreferredFullName” or “Patient.PreferredFirstName” one).

Communications template with preferred names placeholders

The preferred name placeholders.

If a patient does not have a preferred first name, these placeholders will fall back to their real first name.

Easy-peasy! 🙌 We’re pretty dang excited about this one, and we think it’ll be really handy!

As always, if there are any questions, you can reach out to our friendly support team by heading to Help → Chat with us within your Cliniko account! 💬

Author information

Emily Gable writes the Cliniko help guides and occasional blog post. When not documenting how-to articles, she enjoys eating pizza and watching horror movies.

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