Settings and activity

23 results found

1. Chart Printing format

   5 votes

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   0 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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   Robert Richman shared this idea  ·  Mar 19, 2026

2. Chart formatting when printing or downloading

   3 votes

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   Robert Richman supported this idea  ·  Mar 19, 2026

3. Reformat the print option for charts & have an option to email a PDF version to the client. We use 'treatment plans' as a chart where we

   14 votes

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   Robert Richman supported this idea  ·  Mar 19, 2026

4. Add Tasks w Reminders

   8 votes

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   0 comments  ·  Ideas Hub » Other  ·  Delete…  ·  Admin →
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   Robert Richman supported this idea  ·  Mar 19, 2026

5. Schedule reminders for providers

   4 votes

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   Robert Richman supported this idea  ·  Mar 19, 2026

6. Ability to set reminders/tasks through boulevard

   23 votes

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   Robert Richman supported this idea  ·  Mar 19, 2026

7. Ability to set up custom client reminders

   31 votes

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   7 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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   Robert Richman supported this idea  ·  Mar 19, 2026

8. Built in reminders for Follow up calls

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   Robert Richman supported this idea  ·  Mar 19, 2026

9. Set staff reminders in the dashboard

   7 votes

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   Robert Richman supported this idea  ·  Mar 19, 2026

10. Client ID number

    5 votes

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    0 comments  ·  Ideas Hub » Client lists and profiles  ·  Delete…  ·  Admin →
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    Robert Richman shared this idea  ·  Mar 19, 2026

11. Client ID

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    Robert Richman supported this idea  ·  Mar 19, 2026

12. Internal communication.

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    0 comments  ·  Ideas Hub » Appointment management  ·  Delete…  ·  Admin →
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    Robert Richman shared this idea  ·  Mar 19, 2026

13. Pre-Appointment Communication for First-Time Clients

    13 votes

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    Robert Richman supported this idea  ·  Mar 19, 2026

14. Internal Employee Messaging

    28 votes

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    Robert Richman supported this idea  ·  Mar 19, 2026

15. Internal staff messaging and task assignment

    7 votes

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    Robert Richman supported this idea  ·  Mar 19, 2026

16. Internal Messaging

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    Robert Richman supported this idea  ·  Mar 19, 2026

17. Staff Notifications: Include Internal Appointment Notes

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    Robert Richman supported this idea  ·  Mar 19, 2026

18. Communication between staff.

    31 votes

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    Robert Richman supported this idea  ·  Mar 19, 2026

19. add multiple internal appointment notes

    24 votes

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    Robert Richman supported this idea  ·  Mar 19, 2026

20. provider tasks

    7 votes

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    Robert Richman supported this idea  ·  Mar 19, 2026