Complete acupuncture practice management

Everything you need in one spot – scheduling, electronic records and billing – for a more organized practice and the simplest day to day.

* No credit card required

Calendar

A Smart calendar made for the front desk

A Smart, online calendar that makes scheduling easy!

Custom appointment confirmation

Confirm and remind clients of upcoming appointments by email and text. Get clients 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.

Multiple 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.

Smart calendar assistant

Have the instant scheduler easily find the earliest available appointment of massage therapists without having to dig. Plus, get pinged whenever clients make any changes, leave reviews or pay!

Front-desk-friendly scheduling

Quick-add appointments or recurring appointments based on custom availability. Plus, rearrange with a simple drag and drop.

Online Booking

Reduce time spent booking patients

Easy, self-made bookings. Improve front-office efficiency by allowing patients to book appointments online, 24/7. Plus, link patient paperwork to the online booking process, get paid upfront and send automated reminders.

  • Self-made bookings OR requests

    Accept automatic online bookings or pointment requests.

  • Only allow appointment requests to be made per your set schedule – i.e. during specific time periods and/or for certain providers. Approve or disapprove all appointment requests first.

  • Smart-organize your schedule

    Flexibly design your online booking schedule.

  • Clients can select their appointment and provider and have the widget find the first availability.

    Follow up with automatic confirmations complete with everything needed for appointments.

  • Front-desk and acupuncturist notifications

    Trigger front-desk and acupuncturist alerts for all appointments.

  • Easily add alerts – zero coding required!

    Also communicate to clients via SEO-optimized, public profile pages for each provider, location and service.

  • Automatic patient paperwork

    Link forms (intake forms) to the booking process.

  • Clients can view upcoming appointments, reschedule or cancel. Clients can access past invoices and write online reviews.

  • Automatic booking policies

    Incorporate rules and policies like minimum notice time.

  • Assign different services to each booking widget location.

    Set each booking widget location in its own language.

  • Save cards on file

    Protect against no-shows by saving credit cards on file during the online booking and scheduling process.

  • Control who books online – everyone, existing clients or specific clients and even block clients from booking.

    Require minimum notice time before an appointment can be booked or canceled.

Only allow appointment requests to be made per your set schedule – i.e. during specific time periods and/or for certain providers. Approve or disapprove all appointment requests first.

Clients can select their appointment and provider and have the widget find the first availability.

Follow up with automatic confirmations complete with everything needed for appointments.

Easily add alerts – zero coding required!

Also communicate to clients via SEO-optimized, public profile pages for each provider, location and service.

Clients can view upcoming appointments, reschedule or cancel. Clients can access past invoices and write online reviews.

Assign different services to each booking widget location.

Set each booking widget location in its own language.

Control who books online – everyone, existing clients or specific clients and even block clients from booking.

Require minimum notice time before an appointment can be booked or canceled.

Reminder

Reduce no-shows with auto reminders

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

Client appointment reminders

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

Outstanding forms and payment reminders

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

Electronic Medical Records

Reduce time spent booking patients

Digitize your filing cabinet. Create patient profiles to store client records electronically for a more convenient and cost-effective practice. Also track no-show/canceled appointments, which will influence a client’s trust score.

Sync forms to the booking process

Reduce form-related admin by using Yocale’s drag-and-drop form-builder to create digital forms and then incorporating them to the booking process. Set smart form rules so specific forms are sent out depending upon the service. Forms are automatically saved to each client’s record.

Set Smart form rules

Set smart form rules so specific forms are sent out depending upon the service and also specify whether forms need to be completed once per appointment or per client. Plus, enable mandatory completion in order for clients to complete the booking and lock forms after a certain period of time to prevent information from being changed.

File automatically

Eliminate filing forever with automatic electronic filing; forms will be automatically saved in each client’s record and appropriate bookings. Updates to forms (like a change of address) will be automatically captured in the system unless otherwise specified.

Create forms for any occasion

Create internal and/or external forms. Even share internal forms with clients while hiding specific portions of the form.

Charts

Chart from your iPad!

On-the-go charting. Don’t get behind by using paper charts. Charting features designed to make notes faster, more compliant and cost-effective.

Visual 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 SOAP notes

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.

Dictate your notes

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

Add photos and videos

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

Monitor SOAP note progress

Pick up right where you left off!

See which notes are still incomplete (along with the last updated date).

Automatically file SOAP notes

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.

Online Forms

Automatically send new patient paperwork

Automatic, electronic forms. Reduce the administrative effort – printing and filing – associated with paperwork by switching to online forms; next, link them to the online booking process for completely automatic send-out and filing.

Online forms

Use Yocale’s drag-and-drop form builder to create online forms like intake and consent forms in minutes or use our pre-made templates.

Yocale can help build your existing forms in any format within Yocale, all included in your subscription.

Automatic 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 clients only) or make completion mandatory in order to complete the booking.

Automatic filing

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

Billing and Payments

Make billing quick and easy

Automatic invoices, 1-click payments and client invoice access (no more tracking down invoices!) for less billing time.

Automatic invoices & 1-click, secure payment processing

Auto-generate invoices – entirely customizable with your acupuncture license number – and process payments in a click – all from your Yocale smart calendar (or email invoices so clients can pay later). Save cards on file for even faster future billing and/or to protect against last-minute cancellations or no-shows.

Upfront payments & Auto billing

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

Easily keep track of payments

Easily monitor the current status of invoices (paid, partially paid or outstanding) and follow up on outstanding payments with a click from one convenient place. Also receive notifications whenever payments are paid in full – all from one convenient place.

Archive invoices and provide client access

Access all invoices in a single list (or view invoices by individual client). Clients can also access invoices from the client portal (coming soon).

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.

Key practice stats

Sort your invoice list based on a set period of time, by acupuncture treatment type or even acupuncturist to make better decisions, track payment type and more. Also see individual client invoice history (like unpaid invoices), number of canceled or no-show appointments, tardiness (which will influence trust score) as well as booking revenue.

Marketing

Grow your practice and be found online

Built-in marketing. Grow your practice on autopilot.

Sync forms to the booking process

Reduce form-related admin by using Yocale’s drag-and-drop form-builder to create digital forms and then incorporating them to the booking process. Set smart form rules so specific forms are sent out depending upon the service. Forms are automatically saved to each client’s record.

Set Smart form rules

Set smart form rules so specific forms are sent out depending upon the service and also specify whether forms need to be completed once per appointment or per client. Plus, enable mandatory completion in order for clients to complete the booking and lock forms after a certain period of time to prevent information from being changed.

File automatically

Eliminate filing forever with automatic electronic filing; forms will be automatically saved in each client’s record and appropriate bookings. Updates to forms (like a change of address) will be automatically captured in the system unless otherwise specified.

Create forms for any occasion

Create internal and/or external forms. Even share internal forms with clients while hiding specific portions of the form.