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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.

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Matt Alleman shared this idea  ·   ·  Report…  ·  Admin →
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  • Ben Chew commented  ·   ·  Report

    The ability to send forms to a client or to add forms to a client without there being a connected appointment.

  • Victoria Kennon commented  ·   ·  Report

    Would love to have the ability to have a Form that can be added to the client profile without needing to create and appointment.

  • Stefanie Magee commented  ·   ·  Report

    the ability to send forms without being attached to an appointment

  • Savannah VanAlstine commented  ·   ·  Report

    Providers should be able to add forms/charts to clients without having a scheduled appointment. Our providers sometimes do services outside of our clinic, such as botox parties, or working out of other clinics. It wouldn't make sense to add these clients to the calendar, also adds complication for opening up their schedule when they are not present in the clinic.

  • Savannah VanAlstine commented  ·   ·  Report

    Providers should be able to add forms/charts to clients without having a scheduled appointment. Our providers sometimes do services outside of our clinic, such as botox parties, or working out of other clinics. It wouldn't make sense to add these clients to the calendar, also adds complication for opening up their schedule when they are not present in the clinic.

  • Ariana Kaveh commented  ·   ·  Report

    Yes, sometimes we need to have patients fill out follow-up forms tracking their symptoms but we cannot send them forms without an appointment!

  • Megan Clark commented  ·   ·  Report

    We need to be able to add forms and charts from the client profile tab. If I have a client that needs to fill out forms, the only way I am able to send forms that I am aware of is by creating an appointment. I have had instances where I need to be able to view forms and charts in a client profile and it is only visible if they have filled them out. I want to be able to see by clicking on forms + charts what forms were sent and if they are completed. The only place to see this now is to go to their first appointment when they were initially sent.

    PLEASE!! This would be so helpful.

  • Alexa Erickson commented  ·   ·  Report

    The business would like the ability to attach forms to client profiles without having to schedule a service.

  • Amber commented  ·   ·  Report

    There are sometimes forms that are not directly related to an appointment or that need to be filled out post appointment. Currently I have to create a fake appointment to send out a couple of my forms.

  • Alexa Erickson commented  ·   ·  Report

    The business would like the ability to send forms and they just be attached to the client profile rather then a booked appointment

  • Catherine Archer commented  ·   ·  Report

    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  ·   ·  Report

    Ability to manually send forms to a client without needing an appointment to be booked.

  • Matt Alleman commented  ·   ·  Report

    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.