Assign unique forms to clients that can be filled out without an appointment
An example of how to use a uniquely assigned form would be a membership sign-up. There are conditions and rules for our memberships but no way in Boulevard to assign a form to one person without booking an appointment. Ideally we could assign a form and have them fill it out on an iPad whenever we want.
-
Ariana Kaveh commented
Yes, sometimes we need to have patients fill out follow-up forms tracking their symptoms but we cannot send them forms without an appointment!
-
Alexa Erickson commented
The business would like the ability to attach forms to client profiles without having to schedule a service.
-
Catherine Archer commented
Instead of having to have an appointment scheduled to be able to resend forms, it would be nice to be able to open the client's profile and send a message directly to them using the messaging platform + attach the forms they need to fill out.
-
Brenna Smith commented
Ability to manually send forms to a client without needing an appointment to be booked.
-
Matt Alleman commented
It would be great to have the ability to send a client a form independent of booking an appointment. This could be used as a specific one-off waiver or agreement of terms. This would be perfect for something like a membership sign-up and agreement.