Configuring titles and suffixes for clients and care team members
To address someone correctly, you can create a library of titles or suffixes to add
before or after their name. A client or care team member can be associated with a single title and
one or more suffixes.
Creating titles
A title is a prefix to someone's name that might be required to address the person correctly. You can create titles to associate with care team members or clients.
Creating suffixes
A suffix is appended to someone's name to reflect the person's position, educational degree, accreditation, office, or honor. You can create suffixes to associate with care team members or clients.
Updating titles and title display
To maintain relevant titles, you can edit any existing title in the library of titles. You can configure the library to show or hide specific titles. You can reorder titles so that the most relevant titles display first according to your organization's needs.
Updating suffixes and suffix display
To maintain relevant suffixes, you can edit any existing suffix in the library of suffixes. You can configure the library to show or hide specific suffixes. You can reorder suffixes so that the most relevant suffixes display first according to your organization's needs.