Mental Health practice management software, your built-in admin staff

The all-in-one EMR system helps you manage your practice effortlessly, stay organized, and secure, and attract new clients.

* No credit card required

Scheduling (Calendar)

A smart calendar for an easier day​

A smart, integrated online calendar that lets you focus on providing better care!

Multi locations & therapists

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

Plus, get custom “Book” buttons with a different theme or language to match your brand.

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 even have the booking added to their personal calendar.

Easy scheduling

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

Plus, rearrange with a simple drag and drop.

Smart calendar assistant

Have the instant scheduler easily find the earliest available appointment of your therapists without you having to dig.

Plus, get pinged whenever clients make any changes or pay!

Online Booking

Take scheduling off your plate with your smart admin assistant

Take scheduling off your plate with your smart admin assistant

A premier online scheduling experience your clients will love. Reduce admin time by allowing clients to schedule appointments on their own (or submit appointment requests) 24/7 and by securely automating intake and other forms.

  • Self-booked sessions or requests

  • Intelligently match counseling appointments (or requests requiring confirmation by you) with the appropriate therapist booked in the right room and/or with the right device.

    Empower your clients: offer a personalized, self-service portal for scheduling, forms, rebooking, and invoice access.

  • Smart-organize your schedule

  • Set individual staff availability and pair specialized counseling types with specific therapists.

    Sync to your personal calendar and block therapists time off (including recurring time off) so your professional and personal calendars are always in sync.

  • Admin & therapist notifications

  • Trigger notifications via text, email, and stay informed with a live feed from the calendar assistant so you can fill last-minute openings.

    Simply reschedule with a click.

  • Integrated, online intake forms

  • Link your custom or out-of-the-box forms to any specific services. When forms are completed, they’ll be automatically saved within each client’s clinical record – no filing or paper required.

    You’ll even see when clients haven’t completed them so you can follow up with a click.

  • Automated booking policies

  • Run your practice your way with booking policies that put you in control of how self-serve online bookings are done.

  • Save cards on file

  • Speed up the payment process or allow clients to pay entirely online and reduce no-shows.

Intelligently match counseling appointments (or requests requiring confirmation by you) with the appropriate therapist booked in the right room and/or with the right device.

Empower your clients: offer a personalized, self-service portal for scheduling, forms, rebooking, and invoice access.

Set individual staff availability and pair specialized counseling types with specific therapists.

Sync to your personal calendar and block therapists time off (including recurring time off) so your professional and personal calendars are always in sync.

Trigger notifications via text, email, and stay informed with a live feed from the calendar assistant so you can fill last-minute openings.

Simply reschedule with a click.

Link your custom or out-of-the-box forms to any specific services. When forms are completed, they’ll be automatically saved within each client’s clinical record – no filing or paper required.

You’ll even see when clients haven’t completed them so you can follow up with a click.

Run your practice your way with booking policies that put you in control of how self-serve online bookings are done.

Speed up the payment process or allow clients to pay entirely online and reduce no-shows.

Appointment Reminders

Reduce no-shows

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

Client appointment reminders

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

Forms & payment reminders

Get more time back so you can focus on providing better care.

Records & Session Notes

Spend less time on record-keeping, organize your practice & write faster therapy notes

Securely digitizing your filing cabinet with EHR. Create client profiles, session history, forms, therapy notes, invoices, and reminders electronically. Plus, reduce session note time from writing to filing.

Client profiles - history, notes & more​

Have a 360 degree view of your client profiles at your fingertips. Store client details, appointment history, forms, documents, therapy notes, invoices/payment history, reminders, other documentation and more, accessible from anywhere you are, across any device. Plus, easily identify pending forms and unpaid or partially paid payments directly from each client’s record and follow up with a click. Unlimited storage.

Fast, custom therapy notes​

Create custom psychotherapy notes (session note, assessments, progress and DAP notes) with checkboxes and other fields in minutes so you can spend less time writing. Plus, insert commonly used text with a click. Spend even less time on therapy notes by writing handwritten notes with a stylus within Yocale during sessions.

Monitor therapy note progress​

Have a habit of writing notes a few days after sessions? Pick up right where you left off by seeing which notes are still in draft mode (along with the last updated date).

Automatic, electronic therapy note filing​

Back-up files quicker, easier, more securely and more cleanly than backing up and maintaining paper-based records. Write and store therapy (and non-therapy) notes automatically within each client’s record and quickly retrieve ad-hoc notes in a pop-up style. Plus, enable protection and encryption of all therapy notes.

Online Forms

Less time on intake & other admin forms

Reduce the administrative effort – printing, securing and filing and sync them to the online booking process for completely automatic send-out and filing (intake, etc.).

form icon

Forms library

Use the out-of-the-box online forms (such as intake forms, consent forms, treatment plans, session notes, DAP or DARP progress notes) from Yocale’s form library with the ability to customize further with a drag-and-drop form builder to your exact needs.

 

Plus, Yocale can even build your existing forms in any format.

Automate send-out

Trigger forms to be sent out depending upon the session 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.

Automated 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.

Invoicing & payments

Less billing admin, wholesale processing rates

Less billing admin, wholesale processing rates

Get insights into your practice and track key metrics. Spend less time on billing with automatic invoicing, and provide clients with convenient access to their invoices online (no more tracking down invoices!). Plus, lower payment processing fees with wholesale rates.

Key practice stats​

Get key insights into your practice at a glance! Track your retentions, booking revenue, sales summary, historical metrics, and more!

Automatic invoices, 1-click payments

Auto-generate invoices – entirely customizable with your counselor registration 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.

Billing records

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

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.

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.

Virtual Care

Securely meet with clients virtually, integrated, encrypted telehealth

Secure, integrated video therapy. HD video and no downloads required.

Securely meet on any device

Fully integrated and encrypted private sessions in one click - no download or app required! By default, meetings are private and clients cannot enter without a secured meeting link.

Have couples join the same virtual therapy session and even have breakout rooms with chat functionality.

Client records at your fingertips

Be super prepared for every virtual appointment with integrated telehealth; simply click to join your virtual appointment in a secure room directly from your calendar with clinical records at your fingertips.

Interactive whiteboarding

Enhance your virtual appointments with next-generation whiteboarding: use whiteboard annotations to draw, add shapes, text and more, all on a shared whiteboard. Also share your screen and upload therapy plans.

Marketing

Grow your practice & be found online

Grow your practice on autopilot with built-in marketing features.

An SEO-optimized booking page

Grow your online presence with an SEO-optimized web profile page on Yocale Marketplace that will bring you higher up in Google search results so clients find you online. If you’re just starting out, have your public profile booking page act as your own website!

“BOOK NOW” buttons

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

Automated reviews

Auto 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.