Naturopath practice management

Say goodbye to clunky EHR software and multiple tools. Manage your clinic, reduce scheduling, admin time, and grow your practice with the friendliest clinic management software. Oh-so-easy to use.

* No credit card required

EHR

Your patient’s total picture in one place & fast charting

Smart patient management software with charting. Supercharge your clinic – no more tools – and manage your practice from your phone. Plus, reduce charting time, from writing to filing.

Appointment & charting history

Get a 360-degree view of patient profiles at your fingertips. Store patient details like birthdays, alerts, appointment history, forms, documents, charts, invoices/payment history, reminders, other documentation and more, accessible from anywhere you are, across any device.

Fast, custom charting

Record your assessments with out-of-the-box charting templates or customize them further to your needs with checkboxes and other fields in minutes so you can spend less time writing and more with your patients. Plus, insert commonly used terms with a click.

Manage outstanding tasks

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

Automatic chart filing

Back-up files quicker, easier, more securely and more cleanly than 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. Plus, enable protection and encryption of all charts.

Online Booking

Take scheduling off your plate

The most loved online booking experience. Reduce scheduling and admin-related time (and grow your practice!). Link forms to the online booking process and even send automated reminders.

  • Online bookings OR requests

  • Smart-match naturopathic services (or appointment requests) with the appropriate naturopath booked in the right room.

    Provide patients with a self-service portal to manage their appointments.

  • Patient portal

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

  • Smart schedule management

  • Flexibly design your online booking schedule. Only offer certain appointments on Monday? Need less time for appointment types? Completely customize your schedule.

    Block time off so your calendar only shows when naturopaths and resources are available.

  • Front-desk & ND notifications

  • Trigger admin and naturopath alerts for all appointments. Trigger notifications via text, email and the notification feed so you can fill last-minute openings. 

    Reschedule with a single click.

  • Automatic intake forms

  • Link forms (intake forms) to the booking process. Link forms to specific appointment types and send automatically. Forms will be saved in each patient’s record.

    See when patients have outstanding forms and follow up with a click.

  • Auto booking policies & payments

  • Incorporate rules and policies like minimum notice time, cancelation or waivers into your booking process and require patients to complete and/or sign off.

    Save cards or accept deposits on file for built-in no-show protection.

Smart-match naturopathic services (or appointment requests) with the appropriate naturopath booked in the right room.

Provide patients with a self-service portal to manage their appointments.

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

Flexibly design your online booking schedule. Only offer certain appointments on Monday? Need less time for appointment types? Completely customize your schedule.

Block time off so your calendar only shows when naturopaths and resources are available.

Trigger admin and naturopath alerts for all appointments. Trigger notifications via text, email and the notification feed so you can fill last-minute openings. 

Reschedule with a single click.

Link forms (intake forms) to the booking process. Link forms to specific appointment types and send automatically. Forms will be saved in each patient’s record.

See when patients have outstanding forms and follow up with a click.

Incorporate rules and policies like minimum notice time, cancelation or waivers into your booking process and require patients to complete and/or sign off.

Save cards or accept deposits on file for built-in no-show protection.

Scheduling (Calendar)

A smart calendar
for an easier day

A smart, online calendar that lets you spend more time with patients!

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 forms, medical history and even have the booking added to their personal calendar.

Multi locations & naturopaths

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

Plus, get custom “Book” buttons with a different theme or language.

Drag & drop scheduling

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

Plus, rearrange with a simple drag and drop.


Smart scheduling assistance

An instant scheduler that finds you the earliest naturopath 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, automatic appointment reminders. Increase attendance and reduce follow-up time. Complete with directions, intake forms, 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.

Online Forms

Automatic intake & other forms

Revolutionize your naturopath clinic with Yocale’s naturopathic 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, TCM formula tracking, 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 naturopathic 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. 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 naturopath reports to keep your business on track.

Key practice stats​

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

Automatic invoices & secure payments

Auto-generate invoices – customizable with your ND 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.

Inventory management

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

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!

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.

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

Virtually meet patients with an integrated & secure telehealth

Secure, integrated virtual appointments. HD video and no downloads required. Offer patients the convenience of virtual appointments.

Auto pre-send forms (or after)

Save time and have information at a glance by syncing forms to the online booking process; they’ll be automatically saved in each patient’s profile. You’ll easily be able to see if a patient hasn’t completed a form and you can simply follow up with a click.


Also, send forms to complete by email after appointments.

Patient records at your fingertips

Be super prepared for every virtual appointment with integrated video conferencing.

Simply click to join your virtual appointment directly from your calendar and have charts at your fingertips.

Securely meet on any device

Fully integrated and encrypted private sessions in one click - no download or app required! By default, sessions are private and patients cannot enter without a secured meeting link. HD video and audio with Chat.

Marketing

Bring in new patients

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!

“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.

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.