August 2024 (2 of 2)

We have introduced several new improvements to existing features based on requests to help make Doulado even more efficient for you business management! Please explore the new updates below, and test them out in your account. We are always striving to improve the Doulado platform, and increase the efficiency and ease of use for our users. Here are some of the recent updates and how they work:

#1 Field Detail Uniqueness

• Past Due Date Alert: If you accidentally enter a due date in the past for a current client, or are entering a due date after the delivery, it will now show you an alert to make sure that is correct information!

• Date Format Prompt: In order for the system to correctly recognize the due date, and delivery date, they need to be in MM/DD/YYYY format in order to populate the associated fields. When adding a date that is not in that format, it will prompt you upon saving to adjust the date accordingly.

#2 Preset Appointment Templates

• Preset Visit Types: You can now create templates for appointment types to include the name, duration and link any paperwork that needs to be completed with that visit type.

• Creating Continuity of Appointment Types: This feature allows you to use consistent appointment type titles whether a solo provider, or working in a team environment, as well as setting a default duration to remind everyone of standard appointment length.
• Linking Paperwork: If paperwork is needed during or after a certain type of appointment for documenting purposes, data collection or for insurance claims, you can now make sure the appropriate paperwork from your Doulado Template bank is connected to each type of visit!

• Linked Document Stages:

Overview of the "Present Appointment" feature

#3 Duplicating Events

• Duplicate/Repeat events: We have added the ability to repeat appointments or events within your calendar. You can create the first event, and then click on the event, and choose the duplicate icon on the top next to edit.

• Duplicate Similar Event: As long as the appointments you want to repeat will have the same basic info such as title, client, provider, timeframe and location, they can easily be duplicated for as long as needed! You may choose to repeat for 1-7 days of the week, then choose when the repeat should end, or how many exact events you would like to create.

• Duplicate Confirmation: Once you have chosen your settings for the amount of events to duplicate, you will see a confirmation screen to make sure the # of events and time frame are correct before the events are added to your calendar.

#4 Save Drafts

• Save Draft Status: When clients are completing forms or documents within Doulado, and need to come back at a later time to complete them, they can now save as a draft to return to. The status will remain "pending", and they can re-open that document or form to complete when they are ready.

What's Next!

Watch out for these exciting new features coming very soon:

• 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.

We appreciate you choosing Doulado to be your client management platform, and hope that these new updates will help you and your clients have a seamless experience!