Enter a Patient's Preferred Name and Pronoun

Overview

You now have the option to add and edit a patient’s preferred name and/or pronoun in SMART. This change ensures clinic staff are using the correct name and pronoun when working with patients.

Enable Preferred Fields

Before adding a preferred name and pronoun for a patient, you must enable these fields in SMART.

1. Open the Administration module (gears icon) and select Settings.
2. Under the General tab, choose the desired site from the Clinic dropdown and select Edit.
3. Under the Controls 1 tab, select the Show Preferred Name & Pronoun checkbox.
4. Select Save.

Add a Preferred Name and Pronoun

You can add an optional preferred name and pronoun for new and existing patients.

For new patients, these fields are displayed under the Name & Address tab on the Patient Intake screen.

For existing patients, these fields are located under the Patient ID # and Name on the Patient Demographics screen.

Updated Screens

The following areas in SMART display the preferred name and pronoun once this information has been added to a patient’s profile:

• Patient Information Management

• Case History

• Progress Note

• TP Authoring

• Dosing screen

• Tracker Profile

• Patient Urinalysis

• Patient Inquiry

• Patient Profile

• Fact Sheet/ Assessment

• Patient Payment/ Invoice/ Credit/ Cash Adjustment/ Create Payment Entry

• Services

• Patient U/A Result Info

• Record Contact

• Patient Status

• Fact Sheet List

• Enter New Script

• Enter & Post Regimen Scripts

• Enter & Post AWL Scripts

• Enter & Post Incremental Scripts