Formatting HCP Display Names

In some instances, it is important for HCP names to include credentials or salutations, for example, Doctor or MD. By default, only the first and last name on an account record display for HCPs. To ensure HCP names display appropriately, admins can define the format of the display names for accounts.

The formatted name displays when HCPs perform one of the following actions:

• Submitting a meeting request on the Engage Scheduling Site – The HCP name displays in the Participants section of the page. See Sending Meeting Requests with Approved Email for more information.
• Viewing a confirmation email for an accepted meeting request – The HCP name displays in the email. See Integrated Scheduling: Accepting and Declining Meeting Requests in My Schedule for more information.
• Granting consent on the Consent Capture screen – The HCP name displays in the header. See Granting Consent for more information.

Configuring Formatted HCP Display Names

1. Grant integration users and end users FLS Read permission to the HCP_Facing_Display_Name_vod field on the Account object to format HCP names for the Engage Scheduling Site and for meeting request confirmation emails
2. Grant end users FLS Read permission to the HCP_Facing_Display_Name_vod field on the Account object to format HCP names for the Consent Capture screen.
3. Update the formula of the HCP_Facing_Display_Name_vod field on the Account object with the appropriate HCP name format.