February 2024

We're thrilled to announce some exciting updates, including a time tracking feature to log visits with clients! As always, your feedback has been invaluable, and we've worked hard to enhance your user experience to help meet your business needs. We hope you enjoy these enhancements!

#1 Log Client Visits with Time Tracking!

  • Track and time visits with clients: With this feature, you can effortlessly track visits with timing and notes within the billing section, and on each individual client's page.
  • Multiple options in visit log: You can view who entered, or modified a visit and when, as well as edit the note, delete or archive the visit!
  • Use Integrated Timer: You can start the timer during the meeting to make tracking even more efficient, or manually add the time after the meeting.

#2 Managing messages just got easier! 

  • Multiple messages between clients: You can now create multiple message threads with the same client. For each message, you can add multiple users to communicate with backup doulas and/or partners, while also simultaneously keeping a private message between clients seamlessly. 

Users can also choose to exit a conversation as needed if it is no longer applicable to them. 

#3 Added Client DOB for easier viewing

  • DOB Displayed in Client List: Some users had requested to be able to view the client's DOB easily through the client list, so it is now conveniently shown in both the client list and the individual client view, providing you with quick access to important information.

#4 Ability to Add Attachments to Claims

  • Attach files or documents to a claim: This feature allows users to include additional files or documents along with a claim submission. This could be any supplementary information, documentation, or supporting evidence related to the claim being made.
  • Capability to transmit these claim attachments directly to the payer: This is particularly useful when additional documentation needs to be provided to the entity responsible for processing or approving the claim. It streamlines communication and ensures that all necessary information is readily available to the relevant parties which should help expedite the claims process.

Note:  You can attach files to store alongside the claim, or to submit to the payer.

#5 Duplicating Templates

  • Helpful for Team or Agency Owners: You can now copy a form or document from one team to another, or to your personal clients side.  You can then edit the document as you wish to customize for individual businesses!

We can't wait to hear what you think! Your feedback continues to be our secret sauce, so keep those thoughts coming. Together, let's make Doulado your go-to work wonderland!