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Clients and Prospects Release Notes

A refreshed Clients and Prospects experience in Boost.

We've rebuilt it from the ground up — with richer profiles, smarter pipeline tracking, and the details your team uses most, right where you need them.

This release brings:

• Redesigned profile view with tabbed navigation and card-based highlights for the information that matters most

• Teams can now manage the prospect-to-client lifecycle independently for each service category, reflecting how families actually onboard across ABA, Speech, and OT

• Documents tab rebuilt around search and categories, so finding the right file takes seconds

• We've enriched profiles with Primary Contact, Guarantor, and Preferred Name fields, brought Eligibility to the surface, and made insurance inactivation status clearer than ever

• New Prospect Stage view gives you an at-a-glance picture of where every prospect sits in the pipeline, with filters to slice by service, location, or stage

Prospect & Client Statuses

• Configurable Prospect and Client statuses — create your own statuses with custom names and colors, from new admin pages under Settings

• Stronger guardrails on status changes, including required reason capture and a confirmation step before discharging a client.

• When a prospect is declined, you're now prompted to record a reason, so the history stays clear.

 

Creating a New Prospect & Editing Experience

• New Prospect modal gives the ability to select multiple Service Categories at once, link an existing client, and choose a Payor from a dropdown.

How to Create a New Prospect:

1. Click New Prospect in the top right corner of the Prospect page

2. Fill out the required information

Prospect to Client Conversion

• A new conversion workflow tailored to each service line has been added, so converting a prospect to a client is faster and more accurate.

• Step by step below, please edit and improve as needed!

How to Convert a Prospect to a Client:

1. Click into a chosen Prospect

2. Update the status to “Confirmed” in the dedicated service line you are looking to convert to a client

3. Once that service line is updated, an option to click “Convert to Client” will populate for you to choose

4. You then will be asked to Select the Case Manager

5. Create Prospect!

Documents Tab

• Reorganized Documents tab with 8 collapsible standardized categories (custom categories coming next), plus search, and category filtering to find files faster.

  • New Categories include: Intake Forms, Insurance Documents, Authorization Letters, Medical Records, Consent Forms, Evaluations & Assessments, Correspondence

Filtering, Search, & Case Managers

• New filters on the Clients list: Eligibility Status, Guardian Name, and Case Manager.

• Case Managers per service category are visible at the list page. Past case managers will be listed below for reference as well.

This release significantly improves the Clients and Prospects experience in Boost — making it more configurable to your team's workflow, easier to maintain as your data grows, and faster in daily use. We welcome your feedback and will continue building on this foundation in future releases.

Recommended Post‑Release Steps

Clear your browser cache to ensure each user experiences all updates. Below are steps to do this:

1. Log into Boost
2. Right click anywhere on the application screen and select “Inspect”
   
    
3. Then, right click on your browser window to refresh, and select Empty Cache Hard Reload.
   
    
4. Click “Close” in the upper right-hand corner of the Inspect panel (this panel that popped up on the right)
   
    
5. Now your screen should be back to its original state and refreshed to show the new updates!

Need Help?

If you encounter any unexpected behavior or have questions about the new functionality, feel free to reach out to our support team (support@boostresults.com) or consult the Boost help center. Happy boosting!