How to Rename a Provider in the ElderSuite Sign-In List

📝 Overview

Rename Provider changes the label a saved provider shows in the provider list on the main ElderSuite window, before you sign in. Use it when an entry is mislabeled or two entries look alike. The change applies to this computer’s sign-in list. It does not change the provider record in ElderSuite, and it does not change claims or reports. Other computers keep the name they already show.

To change the center’s name in ElderSuite, use Provider Name on Provider Information and Save & Close. That name is what ElderSuite uses on claims, reports, and the Current Provider line after you sign in. See How to Update Provider Information in ElderSuite. For how the sign-in list fits into a new setup, see Getting Started with ElderSuite: Your First Steps. See the ElderSuite Help Center Overview for other Help Center topics, including How to Install ElderSuite and How to Use the Setup Wizard in ElderSuite.

⚙ How It Works

Where Rename Provider Opens From

Rename Provider is not in a Center. It is offered from the provider list on the main ElderSuite window, before sign-in. Right-clicking a saved provider in that list opens a shortcut menu that includes Rename Provider. The same menu also opens from the small icon button at the bottom-right corner of the welcome panel, below Authorize Device; its tooltip reads “Manage List”. Either way, click the provider first so it is selected. If none is selected, the window does not open.

The window has a New Name box, already filled with the current name of the selected entry, plus Save and Cancel. Check that pre-filled name before editing, in case a different entry was selected. There is no close button on the title bar. Cancel or the Esc key leaves without changing the name. The main window cannot be used until this window is closed.

Enter a New Name

The New Name box accepts letters, numbers, spaces, hyphens, and ampersands, up to 100 characters. Other characters, including punctuation, are refused as they are typed. For example, enter “St Marys ADC” rather than a name that uses a period or an apostrophe. Leading and trailing spaces are removed before the name is used; spaces inside the name are kept.

Save is the default button, so Enter from the New Name box does the same thing as Save. The window closes, and the main window rebuilds the provider list under the new name. Sign-in continues as usual.

To reverse a rename, open Rename Provider on that entry again and enter the earlier name. There is no undo button. A rename does not delete the saved provider or any ElderSuite records.

When the Name Is Not Saved

If Save is chosen with a blank name, a name that matches the current one after spaces are trimmed, or when the saved provider entry is no longer on this computer, the window closes and the list is left as it was, with no message. That silence is not an error report, and the entry is not damaged.

If another saved provider on this computer already uses the name, ElderSuite shows Duplicate File with the text “A connection file already exists with this name. Please try a different name.” The window stays open with the typed name still in the box, so a different name can be entered, or Cancel can be used to leave the list as it was.

⚠ Delete Provider Sits Directly Beneath Rename Provider

Delete Provider sits directly beneath Rename Provider on the same menu. Rename Provider keeps the saved provider and changes its label. Delete Provider removes the saved provider entry from this computer. Choose carefully from the menu.

💡 Need More Help?

For step-by-step instructions, click Ask Eddie from within ElderSuite.