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Complete acupuncture practice management
Complete acupuncture practice management
* No credit card required
Calendar
A Smart calendar made for the front desk
A Smart, online calendar that makes scheduling easy!
- Schedule acupuncture treatments color-coded by appointment type.
- View acupuncturist and resource availability at a glance.
- Have the essentials like new patient forms, charts, patient profiles, invoices and reminders created just for you!
Custom appointment confirmation
Multiple locations & acupuncturists
Smart calendar assistant
Front-desk-friendly scheduling
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.
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Self-made bookings OR requests
Accept automatic online bookings or appointment requests.
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Smart-match acupuncture services (or appointment requests) with the appropriate acupuncturist booked in the right room.
Provide clients with a self-service portal to manage their appointments.
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Smart-organize your schedule
Flexibly design your online booking schedule.
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Only offer certain services on Monday afternoons? Need less time for some services? Completely customize your schedule.
Block time off so your calendar only shows when acupuncturists and resources like tables are available.
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Front-desk and acupuncturist notifications
Trigger front-desk and acupuncturist alerts for all appointments.
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Trigger notifications via text, email and the calendar assistant so you can fill last-minute openings.
Reschedule with a single click.
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Automatic patient paperwork
Link forms (intake forms) to the booking process.
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Link forms to specific services. When forms are completed, they’ll be automatically saved within each patient’s record.
See when clients have outstanding forms and follow up with a click.
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Automatic booking policies
Incorporate rules and policies like minimum notice time.
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Incorporate cancellation, late or other policies.
Require clients to complete and/or sign off on policies in order to complete their booking.
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Save cards on file
Protect against no-shows by saving credit cards on file during the online booking and scheduling process.
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Speed up the payment process by allowing clients to pay entirely online.
Smart-match acupuncture services (or appointment requests) with the appropriate acupuncturist booked in the right room.
Provide clients with a self-service portal to manage their appointments.
Only offer certain services on Monday afternoons? Need less time for some services? Completely customize your schedule.
Block time off so your calendar only shows when acupuncturists and resources like tables are available.
Trigger notifications via text, email and the calendar assistant so you can fill last-minute openings.
Reschedule with a single click.
Link forms to specific services. When forms are completed, they’ll be automatically saved within each patient’s record.
See when clients have outstanding forms and follow up with a click.
Incorporate cancellation, late or other policies.
Require clients to complete and/or sign off on policies in order to complete their booking.
Speed up the payment process by allowing clients to pay entirely online.
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.
- Impress clients with directions, forms to complete and personalized notes.
- Clients will love the links to the self-serve option to reschedule, cancel and book future appointments 24/7.
Outstanding forms and payment reminders
Get more time back so you can spend more time with your clients.
- Send a follow-up email with a single click whenever clients haven’t filled out forms or have outstanding payments.
- Clients will receive an automated email to encourage them to complete outstanding tasks.
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.
Appointment & charting history
Have a 360-degree view of patient profiles at your fingertips. Store patient details like birthdays, alerts, appointment history, forms, documents, SOAP notes, invoices/payment history, reminders, other documentation and more, accessible from anywhere you are, across any device. Plus, share SOAP notes with other providers.
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.
Track no-shows
Track no-shows/canceled appointments and tardiness at every appointment, which will influence a client’s trust score. Plus, see individual booking revenue.
Automatic electronic 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.
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
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
Insert commonly used text with a click.
Have patients fill subjective notes during the booking process.
Dictate your notes
Dictate from your mobile device or tablet instead of typing them.
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
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
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.
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 Google search results so patients 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 and booking links on your social media channels. Book buttons also make it easier for clients 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 clients 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.
