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EchoVantage by Ensora Health Ideas Portal
Status Future consideration
Categories Clients
Created by Michael Butcher
Created on Aug 1, 2025

Preferred Name over Legal Name

When searching for clients, it would be ideal that their preferred name appear when searching rather than their legal name. Currently when searching it puts preferred name below their legal name which is easily missed by staff, and places certain populations in a position where they are forced to provide their legal name to be found/verified in the system rather than making it a process where someones preferred name be what appears as that is how people typically introduce themselves when calling or checking in.

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