8483 results found
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Purchase Orders : Additional Information Fields
Purchase orders need to have additional fields for information & costs of items like TAX, VENDOR SHIPPING, GRATIS, and MISCELLANEOUS ITEMS. Purchase order info needs to be entered so that it matches the actual P.O.
This can get very confusing for managers/accounting when what they are seeing as the "received" total doesn't match the total of what was ordered? Not every spa tracks backbar, nor do we want to enter it all as "Product" but it would be nice to have a place to log it on the purchase order and know that it arrived if we needed to double…
1 vote -
3 votes
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Assign incomplete chart back to provider
Ability to send an incorrect or incomplete chart back to a provider if a medical director will not approve the chart. The chart would then require the provider's attention to rectify the issues flagged by their medical director.
6 votes -
bring back Client Frequency! We need to see returning clients at a quick and easy glance as it was before! Too complicated now!
I check client frequency regularly for a variety of reasons. With the new update client frequency was removed and now I have to get creative with reports to view client frequency and quite frankly I can't figure it out. And it's important info I need at my fingertips!
1 vote -
the submitt button still does not work
the submit button on forms is hidden on a mobile phone and makes it impossible to submit, can you move the button?
1 vote -
New Client verification at checkout
All business owners like to run "New Client Specials". However Boulevard doesnt have an automated way to check their number and email against the database at checkout. We would like to see this feature so that new clients are checked to ensure they arent an existing customer. (yes people could just use a new email or number, but this would help)
1 vote -
Updates to the Birthday field in Client Forms
It would be helpful if forms stopped people from using today's date for the Birthday entry field. I often have people enter today's date on forms when they are asked to enter their birthday. It would be nice if the form could recognize that it's not possible to be born today or even this month and be at an appointment.
1 vote -
Choose Which Files Patients Can View in Their Portal
We would love the ability to upload files to a patient’s record and choose which ones are visible in their patient portal. Our team needs to keep documents such as lab reports and test results on file, but we also need control over what patients can access. A “share with patient” option on each uploaded file would let us make selected documents available for patients to view or download while keeping other files for internal use!
1 vote -
Restrict appointments overlapping with time blocks if appointment end time occurs before the end of the time block.
This would disallow an appointment to be booked in the event the end of the appointment would land in the middle of a time block. Currently, if an appointment's end is just processing time, it allows for the appointment to be booked with an overlap of a staff member's time block. This leads to the client being done with their appointment before their provider is finished with their time block (break).
1 vote -
Limit number of offers that can be applied online and checkout
Ability to restrict offer code stackability / combination so an offer code can be built to only be redeemable on its own. This should be enforced during online booking and checkout to mitigate against clients seeing a discounted price before stacked offers are removed at checkout.
1 vote -
Time Card entries vs Time Clock summary
In the old Time Clock summary the staff was separated by name with totals for each staff member for the time period selected. In the new Time card entries report, the totals are by day and it makes calculating payroll more complicated and provides more possibility for errors since each day needs to be added up per staff member.
The older layout for reports was more user friendly.
1 vote -
Create a space on client’s “overview” page that always stays pinned to the top area for listing past medical history and current medications
Pinning medication list and PMH to overview page
2 votes -
CREDIT CARD REQUIRED FOR SCHEDULING INTERNALLY
Please give us the option to require that staff collect credit card information prior to any service scheduled. Again, we are working hard at our small business just like those of you who started boulevard.
With this being said these types of ideas that we suggest NEED administrative level feedback.
We need to be able to require services scheduled on the backend have a credit card on file to minimize potential revenue loss. Workarounds are what I have started to tell other business owners what they are signing up for if they choose to work with this platform.
I am…
6 votes -
full chart export
Add an option in the client summary to export a single PDF of all of their information (including demographic details, chart, forms and photos) so that it doesn't have to be done manually one by one when another provider requests the records.
1 vote -
Make security notifications to clients customizable
The new update where clients are notified when their profile is updated (name, DOB, contact information) makes it appear the practice has had a security breach even if it was just an internal update. This is confusing for patients and discourages our staff from keeping profiles current.
We should be able to customize these messages that are sent to patients and ideally be able to turn them off.
1 vote -
Cancellation Fees
When a client no-shows for an appointment, we attempt to charge them the no-show fee but we are unable to. We receive the message "insufficient funds". We need to be able to fully enforce our cancellation policy and this prohibits us from doing so.
1 vote -
Customize Text Message Order Receipts
The business would like the ability to customize the content of text message order receipts.
2 votes -
make a service private but have direct booking link
This essential for promos for specific clients
2 votes -
Saved Signature Tweak
The new saved signature should not populate in areas for patients to sign. When I go to have a patient sign a consent in the office, my saved signature automatically pops up. It should only pop up for provider not the patient. Our consents are in CHARTS because we don't want patients to sign off on them out of office without our ability to review it in office with them.
2 votes -
Ratings Scale
It would be helpful, especially for older clientele, if the rating message indicated which star indicated the higher rating.
We've had lovely reviews, when because they clicked that star on the left- it game us 1-star, when it was clearly meant to be 5-stars.
Maybe this could be an optional feature to show 1-5 beneath the stars or something similar.3 votes
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