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Welcome! We're excited to hear how we can help elevate your business. When sharing your feedback, paint us a picture of the challenge you're facing and how solving it would impact your day-to-day operations. The more context you give us, the better we can craft solutions that truly work for your unique needs. Together, we're building the future of self-care business management.

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111 results found

  1. Within Form settings the option for "At Check -In with Duo" should restrict that Form from populating before the client checks in. We have a specific Form that we want the client to only fill out at the appointment and not before the appointment. If the client accesses their client portal to complete outstanding Forms, they can see, access, and complete all available Forms.

    2 votes

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  2. It is confusing when you are creating a form and your option for "multiple choice" (which should mean one OR MORE). Instead this needs to be listed as choose one (or something similar). I now have to re-do ALL forms.

    4 votes

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  3. Please create an option to integrate Qualiphy so that GFEs automatically get pulled over into patient charts

    4 votes

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  4. What we really need is a way to ensure that, for specific services (like Botox, filler, microneedling, laser resurfacing, IPL, vitamin shots, mid-depth chemical peels, micro laser peel, dermaplaning, and sclerotherapy), a medical professional signs off that the client is medically cleared to receive treatment.

    We want this to be automated for the Medical Director to signoff on annually per patient.

    4 votes

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  5. Need to be able to set a date range under Schedule --> Form status: Needs review...instead of having to click through each date. Would save me LOTS of clicks and I could be sure I've reviewed everything and didn't miss one more easily.

    4 votes

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  6. Create a library of forms/charts/phrases that people have created. Give them the option to add the form/chart to library to share with others. Create a button for others to share to the library so everyone doesn't have to build from scratch.

    3 votes

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  7. It would be extremely helpful to have internal-only forms — ones that are not visible to clients — so we can set up documents like medical authorizations with a built-in annual expiration date. Alternatively, if it's easier, enhancing the current chart functionality to include an optional expiration setting would allow us to manage these internal forms more effectively without exposing them to clients.

    4 votes

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  8. I'd love to see some type of integration with fresh clinics for GFEs, consent forms and charting. We use fresh clinics for our medical oversight and were having to chart / consent forms twice. I think I'd be a great partnership for the two companies to have an easy work flow.

    2 votes

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  9. We need a way to see if patient charts have been closed. First a quick “lock open or closed” on the front desk page to see if charts are open/closed as well as a report showing open charts. This is super important for proper chart compliance.

    3 votes

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  10. Allow text boxes to be used on charting on images. Ensure the text box is "sticky" this will allow for cleaner unit charting for services such as botox and fillers. Handwriting between providers varies and the pin box causes too much chaos on an image. its not precise or clean. This would also allow for laptop charting to be more efficient. This is a med spa must.

    3 votes

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  11. As a Co-Founder and Aesthetic Nurse Specialist, I often review and sign off on forms completed by our estheticians at the direction of our Medical Director. Currently, because I also have sign-off privileges, any form I create does not have the option for the Medical Director to add their sign-off.

    To support compliance and clear documentation, we need:

    Dual/Hierarchical Sign-Off Functionality – The ability for the Medical Director to sign off on forms created by providers who themselves hold sign-off privileges. This ensures appropriate oversight and maintains a clear chain of responsibility.

    Unlimited Text Field – A section within the…

    5 votes

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  12. There are only options for monthly/yearly intake form expiration. Would be nice if there was a weekly option for our higher intensity treatments that we do not like a ton of time to lapse between intake form and treatment/procedure.

    1 vote

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    0 comments  ·  Forms & Charts  ·  Admin →
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  13. Our clients often times do not complete their intake forms appropriately, so when i go over them with them the only way i can edit is by adding a note. Often times these notes are drop downs, which once "completed" by clients, the drop downs are not able to be accessed. Make it so that the not stays in its original form until the provider signs off on it.

    5 votes

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  14. it would be nice if clients could see forms form a previous appointment. For example we have pre/post care instructions that the client has to sign at the appointment, it would be nice for then to be bale to review it later. or even it it was a form we could manually email or text prior to or after the appointment.

    1 vote

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    0 comments  ·  Forms & Charts  ·  Admin →
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  15. Make it possible to choose image from clients previous chart-nice to have before and after in note or if we aren't changing anything in treatment plan, to just use previous image.

    3 votes

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  16. It would be nice to be able to write numbers and letters on the face image when charting.

    3 votes

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  17. Auto populate for custom fields on forms. We need one for medical and surgery history to carry from form to form.

    1 vote

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    0 comments  ·  Forms & Charts  ·  Admin →
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  18. Add a vital sign option as a charting segment.

    1 vote

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  19. Provide the ability to duplicate charts so that I can create a new entry without having to re-enter all the information that remains unchanged.

    1 vote

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  20. Please create an option so provider can save their signature and not have to sign each consent individually

    1 vote

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