Use Boulevard with Clinvello

Keep your current system working.

Keep Boulevard as the source of existing appointments and records. Start with a read-only review, then move one approved AI workload. Give every message, booking and follow-up one active owner.

Connection availability is owner-confirmed. Confirm the exact actions, account permissions and location coverage during setup.

Connect, test, then move the work.

1. 01

   Choose the first workload

   Pick one task: after-hours inquiries, lead follow-up or a morning brief. Record how it works today, which clinic records it uses and what a successful handoff looks like. Keep the existing process available during the pilot.

2. 02

   Add the Boulevard connection

   Ask the implementation team to demonstrate the supported Boulevard connection for your plan and location. Review requested permissions with the account administrator and confirm the actual authorization process before granting access.

3. 03

   Start with read-only access

   Review the matched locations, providers, services and timezones. Compare the records with Boulevard before enabling writes. Use the read-only report to establish a baseline without changing bookings or sending patient messages.

4. 04

   Assign workload ownership

   Agree on the source system, location, approved responses, contact rules and escalation owner. Ask the implementation team to demonstrate the controls. Review overlapping automations in Boulevard; only one system should send each reminder or follow-up.

5. 05

   Test the complete workflow

   Use synthetic records to test the inquiry, booking, cancellation and staff handoff. Inspect the final record in Boulevard. Check permissions and supported actions before enabling booking writes for your clinic.

6. 06

   Enable a limited rollout

   Approve one location or time window. Review action history and failed tasks with the clinic team. Expand when the clinic accepts the results; pause the workload and return to the prior process if a material discrepancy appears.

Boulevard: what to check.

The reviewed export guide does not establish Clinvello’s authorization or write-back scope. Ask the implementation team to demonstrate the specific read/write actions and how access is removed.

• Client CSV export is not a bulk chart, photo or form export.
• Reporting access requires export and report-category permissions.
• Match outstanding package, gift-card and account-credit balances before any later workflow cutover.

Before you approve the next stage

1. Which Boulevard locations, services and providers are visible to the connection?
2. Can booking, rescheduling and cancellation be tested with our actual restrictions?
3. How will notes, attachments and outstanding balances be preserved if we later replace the platform?

Leave the original clinic system in place. Move the next workload only after the first one passes the clinic’s checks.

Compare Clinvello and Boulevard before deciding →

Source guidance

The links below support the source-system export and access notes. The checklist is editorial planning advice, not verified Clinvello screen instructions or evidence of a completed migration.

1. Boulevard data export and backup scope (opens in new tab) ↗Source review · 2026-10-29

Ready to move the whole operation?

See the full Boulevard transfer guide →

Review all 39 features →