Two lists, written before any demo
The first list holds what a new platform would have to do differently at the desk: how Priya books a double room, or how a package is sold at checkout. The second list holds the jobs no booking platform was hired for. One is the call that rings out while Dana is injecting; the patient past their neurotoxin interval who has heard nothing is another. Put each want on one list or the other. A switch answers the first list only. The second list is built around whichever platform you keep, and it is where the revenue you are chasing sits.
What Boulevard holds, and what moving it would involve
Boulevard holds the calendar, the client profiles, the service menu, memberships and the point of sale. Each leaves differently. The calendar history is your visit-date source, so the comeback timing depends on it coming out with dates and services intact. Memberships are promises to patients with a card on file; each one is re-enrolled by hand and re-authorized by the patient on the new side. Package and gift balances are money the patient has already paid, and how unused balances are honored is a question for counsel and your accountant. Consents stored as forms move as files, and someone re-links each to the right patient. The chart itself lives in your record system. If that is part of the plan, remember the chart is the legal record of care, and moving it is a project with its own rules.
Questions only your practice can answer
- Which job on the second list did you expect the new platform to do, and what would it cost to have it done around Boulevard instead?
- How many active memberships and open package balances would be re-enrolled or honored by hand, and who at the desk would do it?
- What does your agreement say about notice, the export format and what you may take with you? Read it with counsel before any demo.
- Which links on the site, the Google profile and your social bios point at the Boulevard booking page, and who replaces each one?
- For any platform you consider, will the vendor sign a Business Associate Agreement, where would patient information live, and who could see it? Confirm with counsel what your practice needs.
- What is the cost of the overlap period in hours, with the desk booking in two places until the old calendar empties? The platform price is on the vendor's pricing page; the hours are the number that decides it.
Six moving parts, and who owns each
| What | Moves or stays | Who owns the step |
|---|---|---|
| Calendar history and visit dates | Exported, then checked against the record before the old login closes | Priya exports; the owner spot-checks ten patients |
| Memberships and cards on file | Re-enrolled one by one, with the patient re-authorizing the card | The desk, over the overlap period, with a script for the ask |
| Package and gift-card balances | Honored to the end on the terms patients were told; what you owe is for counsel and your accountant | The owner and counsel, in writing, before the switch date |
| Consents and intake forms | Moved as files and re-linked to each patient | A named person with a checklist, never whoever is free |
| The chart and photos | Stay in your record system; a separate project if they move | The medical director and counsel |
| The growth system around the platform | Stays, and is re-pointed at the new calendar when the overlap ends | NorthCore |
The growth system runs around Boulevard whether you switch or not
Boulevard's point of sale is where the reading starts: every ticket says which service sold, at what price, by which provider, and the service menu says what it cost to deliver. NorthCore turns that into margin per treatment, with the product, the supplies and the provider's time counted, and builds the strategy from it. Then the system carries the strategy out. Calls are answered on your number and booked into the Boulevard calendar. Patients past their interval get a message written the way Dana speaks, and Priya follows each reply to a booking. Memberships and the next party are priced from the same margin sheet, with the six calculators at /tools/ as the working copies. If you switch later, the system is pointed at the new calendar once the overlap ends; nothing in it touches a chart. The page for Boulevard shows the connection in detail.
How to decide in two weeks
- Days one and two: write the two lists. Everything on the second list leaves the comparison.
- Day three: read the agreement with counsel and mark notice, export format and what you may take.
- Day four: export one month of calendar history and one month of sales from Boulevard, open both, and note what came out clean.
- Days five to seven: count active memberships and open balances, and write how each would be honored, with your accountant on what is owed.
- Days eight to ten: cost the overlap period in hours for the desk, each provider and you.
- Days eleven to thirteen: for each platform left on the first list, ask the BAA, data-location and export questions in writing.
- Day fourteen: decide. If the first list is empty, stay and build the second list around Boulevard.
What to do next
NorthCore builds Know your numbers and Bring patients back around Boulevard: numbers read out of it, strategy priced from margin, phone answered, comeback timed, calendar and checkout untouched. The work is scoped in writing and carried by the promise on this site: results in 90 days, or we keep working until you have them.
