Preset Appointment Templates

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. Forms from your template bank can be linked to the appointment template to make them required with each type of appointment.

Adding a New Preset

You can create templates for appointment types to include the name, duration and link any paperwork that needs to be completed with that visit type. The duration is not required, and you can also type in any amount of time if your desired duration is not listed. The format is in minutes so you could type in 180 in the duration, and the template would save as 3 hours.

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 make sure the appropriate paperwork from your Doulado Template bank is connected to each type of visit.

When a document is linked to an appointment, it is required to be completed before the appointment status can be marked as "completed". The documents or forms can be completed by the doula, or sent to the client to complete.

Linked Document Stages