Set tasks for your employees

-follow up with patients
-run payments that weren’t put through
-set reminders to follow up with patients in “x” amount of days
-daily checklists for your employees to complete

Create a way to create tasks and tag other colleagues, etc. For example, be able to flag an appt and ask the front desk staff to reschedule, tag something for someone else to review, create a task for someone to call and follow up with someone about something and choose the staff I want to assign it to

ProMD (enterprise prospect) would also need this functionality.

Yes! This would be crucial for our practice and reminders.

Considering adding a to do list or a client follow up list, ie follow up with T. Hall to reschedule, or return client phone call.

There is also absolutely no way (that we can find) to schedule patient follow-ups for providers, especially when you have more than one (we have 5 providers) and need to have someone review labs, a patient's adverse reaction to filler, which we had to dissolve, or our Board-Certified Nutritionist review a patient's treatment plan for weight loss (I do not permit providers to arbitrarily issue prescriptions for weight loss). Nor is there any place to document a patient having problems after hours and calling for help (we offer after-hours services and the ability to speak to a certified medical assistant or a registered nurse) by SMS or voice.

A way to send tasks to staff where they can be checked off after completion. Or somewhere to chat with staff as an admin account where only they can see their private messages. For example if I see something off on the schedule a place where I can let the front desk know appointments have to be moved or forms have to be collected.

It will be beneficial to have a front desk communication board. This board will have a daily chore check list for opening and closing for weekday and weekends so we are aware what has been completed. Also this board will have any updates or anything we must be aware of for any of the estheticians. Lastly we can have any updates about call backs to move up or down appointments which were booked two weeks from the present day.

Similar to the Changelog pop up

This Notifcation can be set by management to ensure staff are notified of changes and updates that may affect them

this notifcation feature can be set to send according to Staff roles (multiples if the notication needs to reach more internal groups.

-Sample notes would be "Staff meeting XX/XX @ X:XX
-Closing Procedure update: XXXX"

I'd like to be able to mark out staff members to preform certain tasks or classes during their gaps between clients. I'd like them to still be available to take clients if one schedules but assign tasks in their down time.

To do list or reminders for receptionist to call client for promotion or payment. etc

So that staff or management could essentially place notes on times to do a number of tasks such as analysis or dictate instructions to staff.

Examples:

Wanting to notate a region of time for analysis. To refer to things, we now are marking up schedule screenshots using outside editors, if they were native to Blvd then these notes would be cloud based and businesses would have the confidence they are synced across and we can always be looking at the same data and most up to date.

To markup regions to let staff know what the intent is. If an appointment or two needed to be moved so that we can make room for another, the current process is either noting each and every appt while we await confirmations of changes from the clients or staff and relying on us continuously monitoring it so we don't forget it. What would be better is a new type of block to cover the entire region and label it with notes: Trying to make room for blah blah and deleting the new block (if need be) when the task is completed. Allowing a filter to show all future regions of this type of block would provide staff a better tool to manage what tasks that require human intervention need to be done.

It would be helpful to have tasks that can be assigned to a certain person or a certain date through boulevard. An example would be a client's membership is set to unfreeze on 5/31, so you set a reminder for 5/30 for the front desk to call the client and remind them that their freeze will be lifting