Streamlined client billing and payments

Automate invoicing and billing, no need to handle cash or track down missing payments

Modern payment tools, for a modern healthcare business

Invoice from anywhere

Quickly draft an invoice wherever you are

Save time with workflows

Automatically send invoices to clients

Easily managed billing

Reports and dashboards to review outstanding payments

Hands-off Invoicing

Generate invoices automatically when a client books, no need to raise bills manually. 

Composite image of app interface showing staff selection
Composite image of app interface showing staff selection

Billing Overview

One view to show total paid, due and overdue across all of your clients.

Invoices completely in your control

Dive into client details and review outstanding invoices and payment history.

Composite image of app interface showing staff selection
Composite image of app interface showing staff selection

Streamline invoice collection

Automatically send, and follow-up invoices when overdue – leaving you to help your clients.

Easy access for clients

A user-friendly client portal allows your clients to access and review their payment details easily.

Composite image of app interface showing staff selection
Multiple Staff

Customizable invoice templates

Generate and send digital invoices with your desired branding and custom fields.

Upvio online medical chat
Notifications

Seamlessly integrate into your tech stack

Our billing tools are engineered to integrate into any healthcare business, enhancing workflows and improving operations without disruption.

Capture notes and information
Weekly View

Customizable service offering and taxes

Create a catalog of services to streamline billing with preconfigured prices and taxes.

Custom notifications for everyone
Booking Form

See appointment billing details

Get deeper insight into specific appointment billing history and payments.

See it all - sync all calendars

Features to up the ante!

Complex scheduling made easy

Run group and recurring bookings, ad-hoc appointments, and more. We provide the most powerful features in the industry.

Customizable booking pages

Easily create your own branded booking page, embed it into your website or simply share the link.

Powerful scheduling for teams

Manage multiple staff, businesses, locations and services. Set different roles with access level rights.

Custom notifications to all

Set dynamic email and SMS notifications for patients and staff. No-shows no more!

Sync all calendars across the team

No more calendar clashes! Sync all calendars and avoid double bookings.

Accept online payments

Credit card payments at the time of appointment setting to reduce no-shows.

Location flexibility

Ability to set virtual and physical locations for hybrid teams.

Reoccuring & ad-hoc appointments

Convenient setup of recurring appointment series. Create ad-hoc booking.

User-friendly dashboard

View upcoming appointments, SMS credits, reviews and feedback.

Individual practitioner settings

Select specific services for each member, their location, break times and more.

All fully HIPAA & GDPR-compliant

Services are fully HIPAA and GDPR- compliant to provide trustworthy care.

Digital intake via custom forms

Free up the front desk team with digital forms created with our no-code form builder.

Match staff to rooms & services

Manage multiple staff, services, different treatment rooms, locations - we can do it.

Multi-staff bookings

Provide the option of inviting two or more staff to be present at the same time.

Group bookings

You can even invite a group of patients to the same appointment.

The secret sauce has more than one ingredient

Don’t forget, Upvio combines your appointment scheduling with secure telehealth tools in one powerhouse platform.

The Undisputed Rising Star
in Practice Management

State of AI and Technology Adoption in Healthcare

Insights on the latest digital trends in healthcare pulled from practitioners and consumers all around the USA

Up the Ante with Upvio