August 2024 (1 of 2)

👏 We've been working hard behind the scenes lately, and we're excited to introduce quite a few new updates! These upgrades are designed to enhance your workflow, improve your experience, and provide you with more organizational options! We consistently gear our updates based on user feedback, and we appreciate your support in Doulado and giving us the opportunity to continue to add features and updates! Here’s a rundown of our new updates, and how they work:

#1 Preventing Lost Work

• Auto-Lock Screen: To protect your work with any HIPPA Compliant plan, the screen will now lock after a 60 minute period of inactivity, requiring you to re-enter your password to continue. The countdown click will start at 55 minutes with a 5 minute timer, where you can cancel the logout if you are still working within Doulado.

• Lock-out Screen: If you do not press continue before the timer runs out, it will remain on a 0:00 screen showing you the reason you are being locked out.

• Locked Screen: If you click continue, then it will prompt you to re-enter your password to authenticate your account. It will bring you back to where you were within Doulado to prevent lost work.

• Save Prompt: If you try to close a document or form template without saving it, you’ll receive a prompt to save your changes, ensuring you never accidentally lose your work.

#2 Invoice Business Information

• Enhanced Invoice Details: You can now add more detailed information to your invoices, making it easier to create superbills for your clients. If you are within your personal clients tab, you can click on "view your profile", and then edit the business settings on the right hand side. If you are within a team, you can go to manage team, and edit business settings there.

Editing Personal business settings

Editing Team business settings

• Show on Invoice: When business name, address, phone number, NPI, and/or Tax ID are saved in your business settings, it will automatically show up on your invoices for clients to provide to insurance for reimbursement. You could also customize your services to include CPT or Diagnosis Codes associated with your services if you often have clients seeking insurance reimbursement.

#3 "Profile Info" Updates

• Automatic Due Date Suggestions: The system will now suggest switching to "Due Date" when you type related terms like EDD or Estimated Due Date into a custom form field within the "Profile Info" section of a client profile. Prior to this update, when you would use other related terms like "EDD" or "estimated due date", it wouldn't automatically calculate the gestational age and list the date in your main client list. There is now a prompt to correct to "Due Date" when you type in something related that, as it needs to be that format to properly calculate. The date should also always be MM/DD/YYY format.

• Dropdown for Custom Fields: If you create a new client without adding a label, your custom form fields will not show up in the profile info section. Once you do know their label, you can edit the quick stats to add that. Then edit the profile info section, and your custom form fields will now appear as dropdown options, allowing you to easily add the necessary fields that you may need to track for that client. This allows for continuity of fields within your client profiles!

#4 Folders!! 🎉

• Folder Organization: This addition has been highly requested, and we are so excited to bring your more options to organize your systems even more! Now you can organize all of your resources more efficiently with the ability to create folders within the resource bank!

• Client Profile Files: You can also add folders to existing client profiles to organize client files, and make it easier to find things! You can organize the existing documents within their "Files" section, as well as share entire folders with them.

#5 Client Profiles & Experience

• Client Invoice Approval: If you're not connected to Stripe, and send a client an invoice, clients can now "approve invoices" you send so they acknowledge the amount due. They receive an email notification about the new invoice, can click to view the invoice, and then approve the amount!

• Backdating Fixed: We've fixed the issue where you couldn't add a past date when manually adding a new client, ensuring the ability to add an accurate due date or delivery date if it was in the past!
• Support for Canadian Addresses: You can now add Canadian 6-digit postal codes to your client profiles and forms.

#6 Team Management

• Pause Team Members: You can now pause team members, ensuring they only occupy a seat on your team if they are active users.

• Complete Client Transfers: When you transfer a client to another team or move them to your personal clients tab, all associated information, including calendar events, will transfer with them, if you choose.

• Duplicate Resources Across Teams: You can now duplicate resources to another team page, making it easier to share materials across teams. Documents and forms could already by duplicated to another team you own, but now resources also have that option!

#7 Lead Form Updates! 🤗

• Rename or Remove Titles: Customize the lead form title or remove it entirely when embedding it into your site, allowing you to tailor the form to your business needs. The "Title (for clients)" will be added to the top of your lead form, and replace "New Client Form"! If you leave the title blank, it will default to new client form when using the direct link. If you embed the form with no title, it will remain blank at the top allowing you to customize your website directly above the form.

• Automatic Contact Profile Creation: When a new client fills out a lead form, you can choose to automatically map the client contact to create a client contact profile.

#8 Interface Improvements

• More Visible Archive Button: The archive button is now more visible with a darker shade of blue rather than light gray, making it easier to find to view archived clients. You can find the "archive" at the bottom right of your client list!

• Document Spellcheck: We've added a spellcheck feature within documents to help you avoid typos and ensure professional communication. That familiar red squiggly line will now underline misspelled words when editing documents and forms!

• Upload Multiple Files: Save time by uploading multiple files at once to a client profile. When uploading multiple files, you can edit the names and organize them into folders after they have been uploaded. They will automatically save as (2), (3), etc. when uploaded together.

• Brand Your Forms: You now have the option to add your logo and business information at the top of forms for a professional and personalized touch. When creating or editing a form, you can check a box to include your logo and/or your business information at the top of the form!

• Accurate Visit Log Entries: When adding a visit in the visit log, the description now correctly saves to the description field, instead of transferring to the "note". This will ensure the client can view the description in their appointment log.

#9 Role Labeling for Assigned Doulas

• Doula Role Differentiation: Easily label roles such as backup doula, primary doula, etc., for better team organization. When you share a client profile with another doula, you can assign a permission level as well as the "role" with a dropdown menu of doula, primary, and backup.

#10 Client Portal Creation

• Account Setup Guidance: Clear instructions are now provided to ensure clients sign up correctly using their portal invite link, rather than mistakenly creating a "doula" account. If they go to create an account directly on app.doualdo.co, they will be prompted to use their portal invite link to create account to be linked to their doula!

• Easily Resend Invites: You can now re-send the client portal invite directly from their client profile, making it easier to ensure clients have access to their account. When you click into a client profile, click "view profile" next to their name, and then you will see the "re-send" button on the right side where you originally sent the invite!

Thank you for your patience with this round of updates, and we plan to continue to offer more updates in the near future! We’re committed to improving your experience with every update, and appreciate your feedback. These new features are designed to make your work smoother, more organized, and more personalized. We hope you enjoy these enhancements and find them helpful in your daily tasks!

What's Next:

• More Calendar Features: Ability for clients to schedule their own appointments within your availability, duplicating events, preset appointment types with required paperwork for each type, and more notification options!
• On Call Windows within Main Calendar: Ability to add your due date windows within the main calendar, and edit the due date windows for just yourself or everyone assigned to the client.
• Custom Installments: Ability to customize the installment breakdown on invoices for each client.