Streamlined Client Intake & Onboarding for Better Care
Leverage digital forms, customizable client records, automated workflows, and notifications to make onboarding seamless and admin-free —all in one platform.
Reduce your admin, speed up your care
Invite new clients with one click
Automatically send relevant forms and invites easily to new clients
Save time with forms and billing
Automatically send intake and onboarding forms from day one
Streamlined secure communication
Quickly message new clients easily and securely in one place
Digital Forms & eSignatures
Easily collect essential intake forms and consents online, making the registration process quick and paper-free.
Customizable Intake Workflows
Tailor each onboarding experience to meet your team’s and client’s unique needs.
Automated Appointment Reminders
Reduce no-shows with automated text and email reminders, keeping clients on track for upcoming appointments.
Secure Document Sharing
Share educational materials, care instructions, and privacy policies with clients through a secure portal.
Secure Upfront Payment Collection
Improve cash flow and reduce administrative follow-ups by collecting copays or full payments before the appointment, ensuring smoother client check-ins.
Service-Specific Intake Flows
Customize intake forms, consent requirements, and onboarding steps based on the specific service booked, ensuring each client provides only relevant information.
Secure Client Portal Access
Clients can conveniently complete intake forms, sign consents, and finalize registration through our secure Client Portal—saving time and ensuring data privacy.
The secret sauce has more than one ingredient
Don’t forget Upvio combines your appointment scheduling with secure EHR and telehealth tools in one powerhouse platform.
The Undisputed Rising Star
in Practice Management
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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
