The app talks about the patient everywhere: the menu (Debbie's Day, Debbie's care), page headings, the clinicians' dashboard (Review Debbie's health information), the welcome emails and the texts to the circle. The rule is name first: wherever a name fits, the app uses the first name (or the preferred name), never a pronoun. Labels never carry a pronoun at all: a menu item, a tab or a heading with no name typed yet says Your loved one's Day (on the clinicians' dashboard, The patient's Day), never Her Day or His Day.
Where a sentence still needs a pronoun, a setting decides which one. On the Patient Profile page (Patient Info tab), under Identity, next to Gender, the field How should the app refer to (name)? offers: Not set (follow Gender), she/her, he/him, they/them, and Just the name. It saves like every other profile field, on this device and to the account, and every page, email and text picks it up.
Not set follows the Gender field: Female reads as she/her, Male as he/him, and anything else (Nonbinary, Prefer not to say, or blank) as they/them. The app never assumes. Choosing she/her, he/him or they/them uses that set regardless of Gender. Choosing Just the name puts the name in every place a pronoun would go (Debbie is home, give Debbie time, Debbie's chair); the one exception is the reflexive, where a name cannot go, which reads themselves.
A line beneath the field shows an example in the words the app will use, so you can see the effect before leaving the page. Until a name is typed, the app says they/them; once the name is there, the name leads.
The preferred name. When the Patient Profile has a Preferred name (Patient info), the app calls the patient by it everywhere people read it: the menu and the pages, the dashboards, the feed, the Love Bucket, My People, visit links, emails, texts, a new Marketplace care request and the public page (whose heading shows the preferred name with the last name). The legal first and last name stay where they are needed: agreements and signatures, billing, invoices and claims, EVV, tax forms, medical record exports and the Emergency Plan Card.
Step by step
- 1Open Profile (the Patient Profile), then the Patient Info tab, and find the Identity card.
- 2Beside Gender, find How should the app refer to (name)?
- 3Choose she/her, he/him, they/them or Just the name; leave it Not set to follow Gender.
- 4Read the example line under the field, then carry on: it is saved.