Use Preferred Name in Reports
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Megan Kapor
When pulling reports in Coreplus, often the client names are not in the same format (i.e. sometimes last name is first, sometimes last name and first name are in different columns etc.) and some do not include the client's preferred name. Could reports please use client's preferred name and be consistent so it is easier to merge data? Thanks
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Lachlan Cox
Hello Megan,
We wanted to thank you for sharing your idea with us - we're always excited to hear from our users and learn about their needs and preferences.
We just wanted to clarify if there are any specific reports that you merge where this would be beneficial?
Thanks again for sharing your idea with us - we appreciate your input and look forward to hearing back from you soon!
Best regards, coreplus Product Team
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Emma DeCicco
In order to support client safety and ethical practice processes, it is imperative that client preferred names are an option when generating any kind of report. I would sincerely appreciate this being prioritised.