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Mental Health Practice Management Software, Your Built-in Admin Staff
Mental Health Practice Management Software, Your Built-in Admin Staff
Everything you need to manage your practice effortlessly, stay organized, secure, and attract new clients.
Scheduling (Calendar)
A smart calendar for an easier day
A smart, integrated online calendar that lets you focus on providing better care!
- Schedule counseling sessions by session type.
- View counselor and resource availability at a glance.
- Automatically generate essentials like intake forms, session notes, client profiles, invoices, and reminders with ease.
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
(or submit appointment requests) 24/7 and by securely automating intake and other forms.
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Self-booked sessions OR requests
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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.
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Smart-organize your schedule
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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.
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Admin & therapist notifications
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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.
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Integrated, online intake forms
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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.
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Automated booking policies
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Run your practice your way with booking policies that put you in control of how self-serve online bookings are done.
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Save cards on file
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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 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 & payment reminders
Get more time back so you can focus on providing better care.
- 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.
Records & Session Notes
Spend less time on record-keeping, organize your practice & write faster therapy notes
EMR designed for medical spas. Digitize your medspa and say goodbye to mounds of paper and spreadsheets. Plus, chart faster – all from your tablet! Save hours every week so you can spend more time with clients.
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.).
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. Yocale can even build your existing forms in any format.
Automate send-out
Automated filing
Automated filing
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
Automate the billing process by emailing invoices and receipts with the pay button so clients can pay at their leisure.
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
Interactive whiteboarding
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.
