We have many clients that prefer to be called by another name rather than their birth name. There are many reasons for this, one in particular is someone who is part of the transgender community.
We have been addressing this by adding their preferred name in quotes as part of their first name. Ex: Stephanie “Steph”. This creates an issue when copying information for billing purposes under the insurance. We’ve found that insurance companies will not accept the preferred name in quotes as everything needs to exactly match up.
I wanted to know how others may have addressed this issue, and if it is a field that can be added on the Who tab. This will minimize human error in removing anything from the billing/insurance information while being sensitive to the individuals preference.
Since the demographics are an LBF, I feel I could add a field but am hesitant for unknow repercussions to other areas of the database.