8152 results found
-
Mandatory Client Detail Fields
I would love to see us collect more data, I want to be able to mark client details fields as mandatory - this would also allow us to build better audiences. For example First Name, Last Name is mandatory but also we want to make birthdays, phone numbers and emails so that patients can be contacted for reminders or marketing etc.
I need this to hold my staff responsible for collecting it as well.
3 votes -
Improve Form/Chart Status to Avoid Confusion with Unsigned Documents
It would be helpful if Blvd could update the forms and charts to accurately reflect the true status of a client's signature. Currently, when a client doesn't sign a document, it still appears as "Completed" on their profile, which can be misleading. To prevent this confusion, I suggest that if a form or chart is not signed by the client, it should not be labeled as "Completed." Instead, it should show as "Pending" or another more accurate status to avoid any misunderstanding. This would help ensure the accuracy of information and reduce potential errors.
3 votes -
Set an order that forms are filled out
We wish to be able to set an order that the client fills out multiple forms. For example, first, they see "new client intake" then they see "medical history" and then HIPAA, and then photo consent.
3 votes -
report that includes the following information: Report Data: Service Name Columns: Default price (services) Business Charges Cost Value or
A report that shows the name of our services, the price of our services and the cost of goods per service
Report Data:
Service Name
Columns:
Default price (services)
Business Charges
Cost Value3 votes -
Preserve "Another Client" Referral Option when Referral Program is active.
Once the Referral Program is activated, "Another client" ceases to exist as an option for Referral under a clients contact information. This may and has resulted in the inability to later manually edit / add another Client as a referring party when the Client who was referred pre exists as a client with completed appointments.
We would like for "Another Client" To remain as an option even if the Referral Program is active.
3 votes -
Remove "custom" option for online gratuity
We have an automatic 18% gratuity, but online booking allows guests to enter a custom amount. This creates confusion and issues at checkout when we remind them of our auto gratuity policy and they respond with "well why was I able to customize it online then?"
3 votes -
Non-admins who can edit timecards shouldn't be able to edit their own
Managers have access and should be able to edit timecards for service providers and other non-management employees. They should still not be able to edit their own timecards - this should be left to Admins only.
3 votes -
List of open notes
It would be so helpful to be able to see a list of unsigned "draft" notes so we have an added safety net against unfinished documentation.
3 votes -
There should be an option to print a pdf file of the client's chart/forms in case they would like a copy or if we have to submit document
There should be an option to print and save a pdf file of the client's chart/forms in case they would like a copy or if we have to submit documents to their other doctors or to do a prior authorization on their behalf. Patient's have the right to obtain a copy of their office notes and or forms completed.
3 votes -
3 votes
-
Separate client contact info and tag permissions
We use the tag system heavily operationally, so all our team members need to be able to see tags. I would like to restrict service providers to limiting client contact information for important security and business protection reasons, but I can't because they would lose tag visibility which they need to perform services accuratly. Separating this in permissions would be a HUGE win for us.
3 votes -
Service Provider reflect in Online Booking, but not bookable.
Would like to be able to still show all providers at the business- however if a provider does not want to partake in Online Booking, then it would be great to be able to add a note stating to call the business to book with them, instead of not listing them as a provider at all.
3 votes -
We need a faster way to assign services to employees. You should not have to click each individual service and toggle employees on!
We should have a faster way to assign employees to services. We have upwards of 40 different services and to click each one and toggle employees on, is not efficient. Maybe you can have the employee tab have all service listed automatically thats assigned to the store they are coded too and then toggle them on or off from there
3 votes -
Report details on Blasts
When viewing the report details there should be a way to identify those clients that acted on the blast. I do not see a way to verify/see who is responsive. For example: if I am being charged $2 for each responsive person I should be able to see who they are.
3 votes -
Ability to pull client contact info (phone/email) in Reports.
We use reports to categorize & pull past clients in order to follow up with them. It would be much more convenient to add a category/ability to customize report to add their contact info to the reporrt. As of now, you have to copy/paste the name or click into more details.
3 votes -
Enhanced Payment Reports with Service Details
Add service and product names as columns in the Payments & Refunds report to eliminate the need for cross-referencing with the Detailed Line Item report. This enhancement would streamline the reporting process by allowing users to see transaction details and the specific services/products in a single view, improving efficiency in financial tracking and reconciliation.
Current Pain Point: Users must manually cross-reference between two different reports to match order numbers with their corresponding services and products, making the process time-consuming and potentially error-prone.
3 votes -
Need to be able to see the the whole schedule for a Monday-Friday week regardless of how many provider are on the schedule.
Need to be able to see the whole Monday-Friday work week for every provider regardless of how many providers are scheduled.
3 votes -
Clarity on packages based off original service price
It would be great for the system to reflect the original single service price and have the option to show the discount based off package price. This is essential to show the client how much they are actually saving.
3 votes -
Make Charts non-visible to admins due to HIPPA
Make Charts non-visible to admins due to HIPPA
3 votes -
Packages payments in parts
I would like to be able to make packages that my patients can pay in parts (like memberships). For example, laser package that is paid in 3 months.
3 votes
- Don't see your idea?