5 Ways Doulado helps you manage a team

As a doula, managing a team and collaborating with other doulas can enhance the services you offer to your clients and the impact to your community. But you need a tool that helps you do this! Doulado offers powerful team management features that simplify collaboration, billing, and client sharing. In this article, we will explore five ways Doulado can help you effectively manage a team of doulas without losing precious sleep in the process.

1. Support Agencies, Non-Profits, and Businesses

Doulado's team functionality is designed to meet the needs of any organization that shares client information across multiple team members. To set up a team you pay one flat price at a rate you feel is sustainable for your organization. We did this intentionally to support the many types of organizations that use Doulado. We’ve helped non-profits, agencies, and grant-funded community health programs streamline their processes by creating a centralized platform on a sliding scale. Our software has helped each of these organizations coordinate operations, create reporting tools, share resources, and manage their team members.

2. Easy Collaboration

When doulas collaborate across a team they are providing that personalized care that fills in the gaps for clients — that’s what makes doula work so valuable! Here are some ways Doulado makes it super easy to collaborate on a team:

• You can assign different roles and permissions to each member on the team. Depending on their role, doulas can assign themselves to a client, document client notes, message the client in their client portal, and send paperwork.

• You can assign multiple doulas (or other providers like lactation consultants!) to a single client profile. At no extra cost.

• Team members can message each other back and forth within Doulado so that a client’s private health information is all kept in one secure place.

3. Team Ownership and Management

Doulado's team structure enables designated team owners to manage the team settings, business details, and permissions. As team owners, they have full control over inviting new members, overseeing client management, and ensuring the team operates smoothly. Team owners can assign new team members 3 different roles:

• Owner: Team owners possess full control and management authority, including inviting new members, managing team settings, and overseeing client details.

• Collaborator: Collaborators have the ability to access and update client profiles, documents, and files shared within the team.

• Viewer: Viewers have read-only access to team-related information, providing them with valuable insights without the ability to make changes.

When teams distribute responsibilities it help leaders juggle the workload of multi-layered organizations and reduce burnout.

4. Centralized Billing

One of the key advantages of utilizing Doulado's team feature is centralized billing. Invoices or insurance claims generated for the team will be linked to the team's business account, streamlining financial processes. Regardless of who on the team creates and sends the invoice or claim, payments can be conveniently directed to the team's designated bank account.

5. Shared Documents and Visibility

Doulado's team functionality allows for seamless sharing of document templates among team members. Team owners can maintain a shared library of documents that can be easily accessed and sent to clients. Additionally, all team members have visibility by default, ensuring efficient collaboration.

Doulado empowers doulas to effectively manage teams, collaborate seamlessly, and optimize their organization’s workflow. Whether you are part of an agency, collaborating with fellow doulas, or looking for a streamlined approach to client sharing, Doulado offers the tools and resources to collaborate effectively.

Meet with Mary Beth to discuss if Doulado is right for you HERE.