Pull Preferred Name for SMS Appointment Reminders
SMS appointment reminders should pull the "Preferred Name" field instead of legal name so as to not retraumatize individuals whose legal name is a dead name or a reminder of trauma that they choose not to use.
-
Abigail Klemm commented
Names need to be the insurance legal name for billing purposes. However, there should be an option to pull the Preferred Name field for text reminders and documents. Research shows that it is incredibly harmful for people, especially those in the LGBTQIA+ community, to see their old/dead names. We need to be able to provide support like reminders and documents to clients without harming them.