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  1. Alert for Completed Intake Forms

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    17 comments  ·  Ideas Hub  ·  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!

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    Fadilah Mahmoud commented  · 

    When a client completes a form, we should get some text or email (similar to if a client arrives or books). All of our forms are essential to our client experience, it’ll be more efficient if we got a notification when they were completed!

    Fadilah Mahmoud supported this idea  ·