May 2024
We're thrilled to announce several new features and enhancements to our platform, released this past weekend. These updates are designed to streamline your workflow and enhance collaboration with your team members and fellow doulas! Here's a breakdown of what's new:
#1 File Visibility
- Editable Visibility: You can now easily adjust the visibility settings of your files to control who can access them, giving team owners more control of your data when sharing with multiple providers. This can be done from inside a client profile, on their files tab once paperwork has been completed.
- Enhanced Client File Management: Team owners now have the ability to choose whether files are shared or unshared to the client portal, and whether files are shared with "sender and team owners only". If that box is unchecked, then any provider assigned to that client is able to view the files.
#2 Client Notes & Messages
- Note Downloads: The downloaded client note PDF will now display the precise date and time that is entered by the doula, providing accurate input information. Previously when downloading a note, it was showing the date/time the note was actually added, but this update allows for the date you chose to show on the download.
This note was physically added on 5/14 but the downloaded note will now include the inputted date and time.
- Clickable URLs in Messages: Say goodbye to copying and pasting links! URLs in messages are now clickable, allowing for quick access to external resources and links. This makes it accessible to add video chat links, or other resources you want to easily share with a client!
#3 Enhanced Documents
- Submission: Clients are now required to scroll through an entire document before submitting, ensuring thorough review and reducing errors. This makes sure they are viewing the entire documents, and seeing any fields that need to be filled out!
- Disabled Back Button: To prevent accidental data loss, the back button on your browser is now disabled when you are editing or creating some within Doulado, safeguarding your work as you navigate through the platform.
We had some feedback that the back button was sometimes accidentally being pressed (or swiped) causing you to loose a document or note you were working on, so we made this adjustment to prevent that!
#4 Appointment Log in Client Portal
- Client Appointment List: While the calendar remains doula facing for booking events and appointments, there is now a list conveniently displayed in the client portal, keeping them informed with meeting details and any changes.
- Notifications: They also still receive notifications (if you choose) via email for new events, and changes but they can now view the list of scheduled events when they log in to their portal!
#5 Lots of Invoice Updates!
- Installment Breakdown: Invoices now include a comprehensive payment schedule, providing transparency and clarity regarding upcoming payments and amounts paid.
- Date for Invoice Items: Invoice items can now be dated, helping you track transactions more accurately and efficiently. Adding a date is optional, but can be helpful to keep track of exact dates for meetings if needed!
- Negative Invoice Items for Discounts: Enjoy greater flexibility with negative invoice items, allowing for discounts and adjustments to be applied directly within your invoices. You can save a service with a negative dollar amount, or type it in as a service directly in the invoice (i.e -$100).
- Invoice Revisions: Invoices can now be revised if no payments have been made, allowing you to fix any mistakes or make changes if necessary. If the invoice is in sent mode with no payments made, you can click the revise button on the right to bring it back into draft mode to edit!
- Send Invoice to Client Contacts: Easily select additional contacts, such as spouses, partners or additional support persons, to send invoices to, streamlining your billing process and enhancing communication. If a contact is added to their profile, when sending an invoice you will have an option to send to client or send to their contact!
What's Next?
- Resource Organization: This will be especially helpful for providers with multiple service types. We are going to introduce a file folder system to organize your handouts in categories to make it easier to find what you are trying to share with clients!
- Team Messages: Being able to share message templates team wide so you can streamline messaging and be sure your communication tone spans across all of your team members!
We're committed to continually improving our platform to meet your needs and enhance your experience. We hope you enjoy these latest updates and look forward to bringing you more exciting features in the future! Thanks for being here with us.