Planit:Other Personal Information

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In this Video you will Learn...
What information about my client do I need to enter on the Other section of the Personal Information screen?
• Personal Information screen
• Data entry fields

Keep on Track! Continue training on...
Practice Management Personal Information Screen

Other Related Topics
Introduction to the Personal Information Screen Back Office Integration Family Members


The material in this video may differ somewhat from what you see on your site due to difference in version, jurisdiction, corporate content or access level. Regardless of these differences most of the core functions are consistent across all sites, so you'll be able to benefit by and large from what you learn in this video.


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Is a place where you can enter some other information about your clients, like Government ID or whether your client is self employed and some other health status information. You also have the ability to gather this information both your client and spouse. You will see that you can also enter in any government id’s for the children or any other dependents you may enter into the software.

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Family Name First - When this is checked off it will place the Family (Last) name first within all the documents.

Formal Name - When you have a Title choosen (Dr. or Mr.), and when you have the Formal Name check box checked off it will use this formal name within the documents. For example Mr. Mark & Dr. Maria Green would show up in the documents. If you did not check off this box it would only show up as Mark and Maria Green within the documents.