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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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222 results found

  1. Provide a write endpoint for chart review sign-off (with auth scopes, rate limits, and sandbox access) so partners can submit completed reviews back to Boulevard.

    1 vote

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  2. it should be easier to access the charts that can be filled out by the provider treating the patient. it should submit a prompt or pop up or something, or display the number of charts that require attention to be signed off

    1 vote

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  3. This report would allow their admins to track how many forms and charts have been signed off and completed by their medial directors.

    1 vote

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  4. There are some intake form questions that a business should easily be able to identify per client. For ex - if a client is asked whether they consent to their treatment photos to be shared on social media and they decline, it would be helpful to then add a related tag to the client profile.

    5 votes

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  5. Autofill patient/client names and date of Birth on Forms they must sign, just like it is autofilled on charts. Many clients complain that filling out their names and DOB over and over again on multiple forms is time consuming and annoying.

    2 votes

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  6. it would be nice if we can set an expiration date for chart notes like we can for forms. in the medical world we need to complete a good faith exam yearly and place standing orders. it would be nice if we can set the chart note to expire at a year and pop back in to their next appointment as a reminder for compliance. thanks!

    7 votes

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  7. When taking a photo in someone's chart (ex. aesthetic note) can we add grid lines so that photos are more consistent. Uploading photos are a hippa violation so we would love to be able to upgrade the photo taking features.

    4 votes

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  8. We’ve found that when clients are asked to complete multiple forms, they often only finish one. This isn’t intentional—it’s usually the result of form fatigue and an overly complicated process.

    A simpler solution would make it easy to combine multiple forms into one, add an existing form to another, or copy and move sections between forms. This would reduce repetition, make the experience easier for clients, and save time for staff.

    Streamlining forms in this way would lead to higher completion rates, fewer follow-ups, and a smoother, more user-friendly experience overall.

    5 votes

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  9. New chart sign off is AMAZING - but would be better if you could filter charts by charts that have not been started as well as in progress notes

    1 vote

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  10. If a form with an expiration date is tied to a service and has previously been filled out, it would be very helpful to be able to see that form (and it's expiration date) along with the others in the appointment.This way we would not have to click out of the appointment, go into patient chart, old forms and look that way. For example, our Medical History Form is set to once per year however I still want to easily be able to look at it, review it, and make edits if needed with each visit. Thank you

    1 vote

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  11. It would be super helpful to have a "connected field" for the date/day of treatment. As of now, there is none and the chart gets timestamped with the date of submission rather with no record inside the chart of what day the treatment was. If we could build in a connected filed for "date" that would solve the problem.

    1 vote

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  12. 2 votes

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  13. I’m looking for a feature within the charting software that identifies any required charts or forms that have been assigned to a client’s profile but have not yet been completed or missed by the staff.

    1 vote

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  14. It would be helpful to route a note or a message to a specific personl to eithe complete or read as an fyi

    1 vote

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  15. 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.

    1 vote

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  16. Providers will need to complete charts before seeing the patient again- prompting the provider to complete charts in a timely manner.

    1 vote

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  17. Change the marking on face for tox units to just the number where the injection was place. the lined make it harder to read .

    2 votes

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  18. Feature Request: Bulk Assign Consent Forms to Services

    I'd love to see a more efficient way to assign consent forms to services.
    Currently, if we want to attach consent forms to a service, we have to open each individual consent form and manually add the service from within that form. This becomes very time-consuming when managing multiple forms or creating new services.

    It would be much more efficient if, from the Service settings, we could select "Manage Consent Forms" and bulk select one or multiple consent forms to attach to that service. Alternatively, allowing multi-select from either the service or…

    1 vote

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  19. There should be an easier way to add charts to clients appointments in real time rather than having to EDIT the appointment. Ideally, from the client tab you should be able to add these.

    1 vote

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  20. So we are just new to this software and we have few ideas that we think might help in improving your features.
    As for the Forms & Charts, we created Intake Forms for our business and have it filled out by our patients as they check in. Those intake forms are very essential and must only be completed once. My idea would be to have all the completed forms reflect in the patient's account not just on the day they filled it out but in the future appointments as well.

    2 votes

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