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  1. Chart Sign-Off Pending Notification

    17 votes

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    Waitlisted  ·  4 comments  ·  General  ·  Admin →
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    Alexis Zimmerman commented  · 

    Medical directors do not have time to go fishing for forms and charts that need reviewed and need an easier process than from the Scheduler view. Cancelled appointments with forms in review are not displayed. Email or in site notifications are necessary to prompt a review and should not have to be searched.

    Alexis Zimmerman supported this idea  · 

  2. Alert for Completed Intake Forms

    117 votes

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    15 comments  ·  General  ·  Admin →
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    Waitlisted  ·  AdminJulia Egan (Product Marketing Manager, Boulevard) responded

    Hey folks! Today we released a related feature: the schedule view.


    Accessible from either the Front Desk or Calendar views, you can select "Schedule" to view a list of any day's appointments and filter that list by the form's status. This will make it easier to see when staff or clients complete a form or chart, or who still has items outstanding. Learn more here, and we hope you enjoy!

    Alexis Zimmerman supported this idea  ·