Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/ManagingAccountInfo/HCPDisplayName.htm

## Defining HCP Display Names

To ensure HCPs are accurately identified, business admins can add credentials, for example, Doctor or MD, to HCP names displayed in the following areas:

* Engage Scheduling Site
* Confirmation emails for accepted meeting requests
* Consent Capture screen

**Who can use this feature?**

* Business Admin Users — Browser
* [Defining the HCP Display Name](#Defining)
* HCPs — iPad, iPhone
* [Viewing Formatted HCP Display Names](#Viewing)
* Users do not require an additional license

### Configuring Formatted HCP Display Names for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Engage System User](#)

System Users are created in Vault CRM instances and managed by Veeva for integration purposes. By default, these users are assigned the appropriate permission set. Customers cannot update the permission set, but the following additional permissions can be added to display the HCP Facing Display Name for appointment booking features.

To configure this feature:

1. Ensure the appropriate features are configured:
   * [Appointment Booking: Sending Meeting Requests via Approved Email](../../Multichannel/Engage/Schedule/SendMeetingRequest.htm)
   * [Appointment Booking: Managing Meeting Requests in My Schedule](../../Multichannel/Engage/Schedule/MeetingRequests.htm)
2. Navigate to **Admin > Configuration > Objects > Account > Object Types**.
3. Select the **All Actions** button.

   ![](../../../Resources/Images/Accounts/Managing/HCPDisplayName/HCPDisplayName.png)
4. Select **Edit Object Type Fields**.
5. Select the checkbox for the **HCP Facing Display Name** field under the appropriate object types. This activates the field for these selected object types.
6. Create a custom permission set with Read field permission to the **hcp\_facing\_display\_name\_\_v** field on the account\_\_v object.
7. Assign it to the **Engage System User** via an Application Role. See [Adding Permission Sets to Application Roles](https://platform.veevavault.help/en/gr/69197/#adding-permission-sets-to-application-roles) for more information.

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure this feature:

1. Ensure the appropriate features are configured to display the HCP Facing Display Name:
   * [Appointment Booking: Sending Meeting Requests via Approved Email](../../Multichannel/Engage/Schedule/SendMeetingRequest.htm)
   * [Appointment Booking: Managing Meeting Requests in My Schedule](../../Multichannel/Engage/Schedule/MeetingRequests.htm)
   * [Granting Consent](../../Multichannel/ConsentCapture/GrantConsent/GrantConsent.htm)
2. Navigate to **Admin > Configuration > Objects > Account > Object Types**.
3. Select the **All Actions** button.

   ![](../../../Resources/Images/Accounts/Managing/HCPDisplayName/HCPDisplayName.png)
4. Select **Edit Object Type Fields**.
5. Select the checkbox for the **HCP Facing Display Name** field under the appropriate object types. This activates the field for these selected object types.

   ![](../../../Resources/Images/Accounts/Managing/HCPDisplayName/HCPDisplayName.gif)
6. Navigate to **Admin > Users & Groups > Permission Sets**.
7. Select the permission set for the appropriate user profile.
8. Navigate to **Objects > Account**.
9. Grant Read permission to the **hcp\_facing\_display\_name\_\_v** field on the account\_\_v object.

### Defining the HCP Display Name as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Business Admin Users](#)

To define the format for HCP names to display:

1. Navigate to **Admin > Configuration > Objects > Account > Fields**.
2. Select the **hcp\_facing\_display\_name\_\_v** field.
3. Select **Edit**.
4. Update the formula with the appropriate HCP name format, for example, [First name] [Last name], <credentials>.

   ![](../../../Resources/Images/Accounts/Managing/HCPDisplayName/HCPDisplayName1.png)
5. Select **Save**.

### Viewing Formatted HCP Display Names as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)HCPs](#)

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

* Submit a meeting request on the Engage Scheduling Site – The HCP name displays in the Participants section of the page. See [Appointment Booking: Sending Meeting Requests via Approved Email](../../Multichannel/Engage/Schedule/SendMeetingRequest.htm) for more information.

  ![](../../../Resources/Images/Multichannel/Engage/EngageeMeeting/RequestMeeting.png)
* View a confirmation email for an accepted meeting request – The HCP name displays in the email. See [Appointment Booking: Managing Meeting Requests in My Schedule](../../Multichannel/Engage/Schedule/MeetingRequests.htm) for more information.
* Grant consent on the Consent Capture screen – The HCP name displays in the header. See [Granting Consent](../../Multichannel/ConsentCapture/GrantConsent/GrantConsent.htm) for more information.

On the Engage Scheduling Site and in confirmation emails, if the end user does not have Read field permission to the hcp\_facing\_display\_name\_\_v field on the account\_\_v object, the account name displays and is formatted according to the HCP's device’s country:

* [Last name][First name] for HCPs in Japan, Korea, or Taiwan
* [First name] [Last name] for HCPs in any other country

### Related Topics

[Appointment Booking: Sending Meeting Requests via Approved Email](../../Multichannel/Engage/Schedule/SendMeetingRequest.htm)

[Appointment Booking: Managing Meeting Requests in My Schedule](../../Multichannel/Engage/Schedule/MeetingRequests.htm)

[Granting Consent](../../Multichannel/ConsentCapture/GrantConsent/GrantConsent.htm)