EHR & acupuncture practice management software

Everything you need in one spot – scheduling, electronic health records (EHR), TCM medical charting, and billing – for an organized, unified practice and the simplest day-to-day.

* No credit card required

EHR

Go paperless with electronic medical records

Ultimate electronic health records. Create patient profiles to store patient details, appointment history, forms, SOAP notes, invoices, reminders, and formulas. Also get an overview of booking revenue and track no-show/canceled appointments.

Appointment & charting history

Get a 360-degree view of patient profiles at your fingertips. Store patient details, appointment history, forms, SOAP notes, invoices, reminders, other documents and more, accessible from anywhere you are, across any device.

Outstanding task management

Easily identify pending forms and unpaid or partially paid payments directly from each patient’s record. Plus, follow up with a click.

Monitor patient treatment plans

Monitor your patient’s progress with each treatment. In addition, track no-shows/canceled appointments and tardiness at every appointment, which will influence a patient’s trust score. Plus, see individual booking revenue.

Automatic chart filing

Back-up files faster, easier and more securely than paper-based records. Write and store SOAP notes automatically within each patient’s record and quickly retrieve ad-hoc notes in a pop-up style. Plus, enable protection and encryption of all charts.

Online Booking

Reduce time spent booking patients

A premier online scheduling experience your patients will love. Reduce front-office efficiency by allowing patients to schedule appointments on their own, linking paperwork to the booking process and sending automated reminders.

  • Online bookings OR requests

  • Accept automatic bookings or requests. Smart-match acupuncture treatments (or appointment requests) with the appropriate acupuncturist booked in the right room.

    Provide patients with a self-service portal to manage their appointments, forms, invoices and online reviews.

  • Patient portal

  • Empower your patients portal with a self-service portal to easily manage their appointments, online forms, invoices, and even provide you SEO optimized online reviews.

  • Smart schedule management

  • Only offer certain services on Mondays? Need more time for some services? Need to block time off for an acupuncturist?

    Flexibly design your online booking schedule to smart-match acupuncture treatments (or appointment requests) with the appropriate acupuncturist booked in the right room.

  • Front-desk & acupuncturist notifications

  • Get live updates of all changes on your notification feed and fill last-minute openings by keeping your admin and acupuncturists in the loop via text and email.

  • Automated patient paperwork

  • Design your forms for each appointment type and have them automatically incorporated into your booking process online or for manual bookings.

    Track form history on the patient’s record and know when to follow up on outstanding items with a click.

  • Auto booking policies & payments

  • Speed up the payment process by allowing clients to pay entirely online.

Accept automatic bookings or requests. Smart-match acupuncture treatments (or appointment requests) with the appropriate acupuncturist booked in the right room.

Provide patients with a self-service portal to manage their appointments, forms, invoices and online reviews.

Empower your patients portal with a self-service portal to easily manage their appointments, online forms, invoices, and even provide you SEO optimized online reviews.

Only offer certain services on Mondays? Need more time for some services? Need to block time off for an acupuncturist?

Flexibly design your online booking schedule to smart-match acupuncture treatments (or appointment requests) with the appropriate acupuncturist booked in the right room.

Get live updates of all changes on your notification feed and fill last-minute openings by keeping your admin and acupuncturists in the loop via text and email.

Design your forms for each appointment type and have them automatically incorporated into your booking process online or for manual bookings.

Track form history on the patient’s record and know when to follow up on outstanding items with a click.

Speed up the payment process by allowing clients to pay entirely online.

Scheduling (Calendar)

Make scheduling easy

A smart, online calendar made for the front desk.

Multi locations & acupuncturists

Manage your multi-location practice from one central location complete with calendars for every location and acupuncturist.

Plus, get custom “Book” buttons with a different theme or language for your multi-disciplinary practice.

Custom appointment confirmation

Confirm and remind patients of upcoming appointments by email and text.

Get patients prepared for their appointment, from parking directions to intake and consent forms, and even have the booking added to their personal calendar. Even split the delivery schedule of notifications and customize the content.

Front-desk-friendly scheduling

Quick-add appointments or recurring appointments based on custom availability.

Plus, rearrange with a simple drag and drop.

Smart acupuncturist scheduling

An instant scheduler that finds you the earliest acupuncture appointment quickly without having to dig.

Plus, a live feed of all activities, including booking changes, new online reviews or when an invoice is paid!

Appointment Reminders

Nix no-shows with automatic reminders

Professional appointment reminders. Increase attendance and reduce follow-up time, complete with directions, patient paperwork, links to the self-serve portal and more.

Patient appointment reminders

Reduce no-shows without any effort via automated email and SMS reminders.

Forms & payment reminders

Get more time back so you can spend more time with your patients.

Charts

Chart from your iPad!

On-the-go charting. SOAP note features designed to make notes faster, more compliant and cost-effective.

Visual anatomical charting

Make charting easier with visual SOAP notes. Digitally draw on custom anatomical visuals and pictures.

Quickly place pins or associate notes to areas of needle treatments for an accurate and quick clinical record.

Fast clinical records

Create custom charts with checkboxes and other fields so you can spend less time writing.

Insert commonly used text with a click. Have patients fill subjective notes during the booking process.

Add photos & videos

Add photos or videos to patient files for more accurate records.

SOAP note progress

Stay compliant!

Pick up right where you left off by seeing which notes are still incomplete (along with the last updated date) and track your patients progress.

SOAP notes & TCM chart filing

Back-up files quicker, easier, more securely and more cleanly than backing up and maintaining paper-based records.

Write and store charts automatically within each patient’s record and quickly retrieve ad-hoc notes in a pop-up style. Enable protection and encryption of all charts.

Dictate your notes

Hate writing? Record your SOAP notes by voice. Dictate from your mobile device or tablet instead of typing them.

Online Forms

Automatically send new patient paperwork

Revolutionize your acupuncture clinic with Yocale’s Acupuncture Clinic Forms. Enjoy ready-to-use templates and a user-friendly drag-and-drop form builder to streamline your practice. Customize, automate, and enhance patient experience effortlessly.

form icon

Online forms library

Upgrade your clinic today with ready-to-use templates (such as intake, soap, consent, medical assessment, etc).

 

Further, customize templates or build any new online forms with Yocale’s drag-and-drop form builder. 

 

Yocale can help convert your existing forms from any format.

Automate send-out

Trigger forms to be sent out automatically depending upon the treatment type and view completion status. Plus, set rules like when forms get sent out or how they get filled (e.g. to new patients only) or make completion mandatory in order to complete the booking.

Automated filing

Reduce filing time by having forms automatically saved within each patient’s record and their appointments. Changes that patients make to forms (such as address changes) will be captured with zero manual effort.

Invoicing & payments

Get insights into your practice, save on payments & ease patient billing

Automatic invoices, 1-click payments and patients invoice access (no more tracking down invoices!) for less billing time. Plus, get clinic practice reports to keep your business on track.

Key practice stats​

Sort your invoice list based on a set period of time, by acupuncture treatment type or acupunturist and even track payment type. Also see individual patient invoice history, number of canceled appointments, tardiness and booking revenue.

Automatic invoices, inventory management, and secure payments

Auto-generate invoices – customizable with your acupuncturist license number – and process payments in a click from your Yocale smart calendar. Save cards on file for even faster future billing and/or to protect against no-shows.

Payment records

Access all invoices in a single list (or view invoices by individual patient). Patients can also access invoices (and forms!) from the patient portal. Never dig again!

Inventory management

Manage and keep track of your product inventory right within Yocale. Track suppliers, minimum re-order quantity, cost, and retail prices amongst other info.

Auto billing

Automate the payment process by accepting upfront payments during the online booking process or email receipts with the pay button so patients can pay at their leisure.

Wholesale rates & reliable hardware

Reduce payment processing fees by up to 67% with wholesale rates. Also accept payments on a range of industry-leading, reliable hardware with advanced reporting, employee management and more.

Marketing

Grow your practice & be found online

Built-in marketing. Grow your practice on autopilot.

An SEO-optimized public booking page

Grow your online presence with an SEO-optimized web profile page on Yocale Marketplace that will bring you higher up in search results so patients find you online. Use alerts on your profile page to let people know about special promotions. If you’re just starting out, have your profile page act as your own website!

SEO

“Book now” buttons

Appear higher in Google search results by adding “Book Now” buttons to your website and booking links on your social media channels. Book buttons also make it easier for patients to book more appointments online and help fill your schedule 24/7.

Built-in marketing & packages

Display promos, communicate changes to hours or any other memo directly from the online booking screen. Plus, use forms to keep track of packages, discounts and special rates to keep patients coming back.

Packages

Automatic reviews

Automatically request reviews after each appointment to build your online presence. You’ll get notified with the added flexibility to approve them before they’re live.

Reviews