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How to change Patient Name Preference in Donna's messages
How to change Patient Name Preference in Donna's messages

Set the way you would like Donna to communicate with your patients

Carmen Mick avatar
Written by Carmen Mick
Updated over a week ago

Depending on the set-up of your patient's data in your practice management software, you may want to have Donna's automated messages reference either the First Name or the Preferred Name of your patient.

*Note - only users with the role of Owner can edit this setting.

  1. Go to Account Settings > General

  2. Scroll down to the Patient Name Preference section

  3. From the drop-down, select First Name or Preferred Name
    โ€‹(by default, this is set to First name)

  4. Click Save

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