Populate Client Profile from Intake Forms
It would be amazing if preferred names, preferred pronouns, and birthdays could be input into client profiles attached to appointments after intake forms are filled out.
Teddy Tedholm
shared this idea
Hey folks, thank you for taking the time to provide your input! As of today, all Boulevard forms customers can connect Client Profiles to forms and charts. Your Client Profile can be configured so that it updates based on form and chart responses and you can auto-populate charts to save time. As a result, you’ll also be able to report on the data that flows from forms and charts like client age, zip code, and referral source. Check out this support article to learn more.
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Brittany Orlando
commented
Our clients fill out multiple forms with their name, birthday, allergies, medications, address, etc. It would be great if boulevard came up with a feature to automatically sync the information clients fill out on their forms, to the personal information section for them, so we don't have to manually fill it in.
Thank you!