What Happens if I Upgrade from Starter to Premium?
With a starter subscription, the only option is using your Personal Clients tab, which you cannot add other team members to.
If you upgrade to a premium plan, you can still continue to use the Personal Clients tab if you'd like, or you can add a team and transfer most things easily over to that team.
Regardless of using the personal clients tab, or adding a team, if you upgrade to a Premium subscription, you will have access to premium-only features such as:
- Telehealth video calls
- HIPPA Compliance (when the BAA is completed)
- Claims processing
- Booking pages
- Client SMS notifications
It is important to add a team if you want to be able to invite other team members to your business!
You can duplicate documents, forms and resources over and transfer client profiles easily to a new team, but things like lead forms, and other templates would have to be created again on the new team.
In order to duplicate a document, form or resource, you can click on the little 3 dots in the bottom right corner of your template, select Duplicate and then select the new team to copy it to.
Each team or tab is its own business with its own templates and Stripe connection.
Another benefit of the Premium plan is being a step in the right direction of being HIPPA Compliant! When you upgrade to a Premium plan (and after any trial has completed), your business and Doulado sign a Business Associate Agreement (BAA) to take on official responsibility together of protecting private health information stored within Doulado.
- Read this article for more information on the basics of HIPPA.
Here is an article with some recommended tips and first steps when starting a new premium plan: