🌟New Things Are Coming to Doulado!

With our upcoming release planned (for this weekend 🤞), we wanted to bring you a preview of the latest updates being launched —crafted from your feedback to give you more control, better organization, and a smoother experience across your practice. We will release more details and directions on using these new features upon the release, but with some exciting new updates, we wanted to give our dedicated users a head's up! Here’s a quick look at what’s coming:

🔄 Client Journey Upgrades

  • Unlink Providers: Clients can now unlink from doulas they’re not moving forward with, cutting down on confusion.
  • Merge Duplicate Profiles: Easily combine client duplicates into one streamlined profile.
  • Default Payment Settings: Set payment method preferences for new clients business-wide.

đź“„ Smarter Document Tools

  • Send Drafts in Batches: Queue up documents and send them all at once — no more one-at-a-time!
  • More Autofill Options: Add client address, phone, DOB, email, and ID automatically.
  • Sortable Paperwork Columns: Sort by date, name, and completion status for easier access.
  • Preview with Confidence: Pre-filled fields are now visible when previewing documents before sending.

đź‘Ą Team Management Enhancements

  • Assign Tasks to Team Members: Set reminders for others and get notified when they’re completed.
  • Funds Deposit Boost: Add or select payment methods directly when topping up funds.

đź’ł Billing Improvements

  • New Filters: Filter visits by billing or visit status.
  • Invoice Draft Protection: Drafts won’t be sent unless you confirm manually.
  • Simpler Client Payment: Clients get a clearer, friendlier payment experience when adding methods.

🏥 Claims & Enrollment Tweaks

  • Smarter Enrollment Prompts: We’ll check what type of enrollment is actually required.
  • ERA Fee Introduction: A $1 fee will apply for new ERA enrollments (optional feature).

🛠️ Miscellaneous Fixes & Features

  • Checkbox Alignment Fix: Documents now look better in PDFs.
  • Address Autofill for Bookings: Clients can now choose their home address with one click.
  • Clickable Links in PDFs: Clients can now interact with links in their documents.
  • Print Lead Forms: Save and print lead forms for offline use.
  • Custom Notifications: Create and send your own email/SMS templates.
  • Flexible Archiving: Choose what parts of a client profile to archive or keep visible.
  • Improved Mobile Paperwork: Easier to send documents from your phone.

đź“ą Telehealth & Booking Boosts

  • More Video Call Participants: Share the video room link with more than two people to expand options for your telehealth sessions.
  • Label-Specific Booking Pages: Show specific booking links based on your client's labels.

✨These changes are designed to make your Doulado experience smoother, faster, and more powerful, and we wanted to make sure you stay in the know about our upcoming release! Stay tuned for the full release this weekend!