Note taking

Effortless note taking and seamless access

Note taking with ease - powered by integrated notes, templates and more.

NOTE TAKING

Save time on note-taking

Stay organized with Upvio's all-in-one EHR. Load templates, compare past and current notes and easily create notes from appointments, client records, and while in video session. Making client notes accessible wherever you are and wherever you need them.

Easily accessible

Available wherever you are in the platform. Create notes from clients records, appointments and during calls.

Reduced workload

Save the important information you need through convenient note taking tools.

Document your way

Copy and reuse templates for consistency and quicker note-taking across your teams.

Composite image of app show note templates for a medical saas company

Template powered note taking

Save time by streamlining client notes by ensuring consistent, error-free documentation with templates to help quickly capture essential information.

Notes, from anywhere

Quickly and seamlessly create new notes, while viewing client records, during an appointment, or on a call.

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

Fully integrated, easily accessible

Recall notes from a client record or a scheduled appointment. The information you need is available when you need it. 

Style built-in

Fully customize your notes with markdown empowering you to highlight key details and organize your notes. 

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

Access control, HIPAA compliant

Keep client information secure by limiting access to sensitive details. 

Multiple Staff

Always in touch with real-time & asynchronous chat

Utilize HIPAA compliant private and group chat with online and offline messaging. Secure file sharing for test results and more.

Upvio online medical chat
Upvio online medical chat
Notifications

Capture notes and information

Conveniently take notes from anywhere while chatting with clients, keeping records up to date all without needing pen or paper.

Capture notes and information
Capture notes and information
Weekly View

Custom notifications for everyone

How you communicate, is up to you. Set dynamic email and SMS notifications for clients and staff. No-shows no more!

Custom notifications for everyone
Custom notifications for everyone
Weekly View

For teams large and small

Built to grow with your practice. User-based pricing allows you to control cost, add team members only when you need them.

For teams large and small
For teams large and small
Weekly View

Multi-staff appointments and bookings

Provide the option of inviting two or more staff to be present at the same time in the same appointment. Remote, hybrid, or in-person.

Multi-staff appointments and bookings
Multi-staff appointments and bookings
Weekly View

Coordinate staff, rooms and services

Set up rules to manage multiple staff, specific services, locations, and treatment rooms. Or don't, the choice is really yours.

Coordinate staff, rooms and services
Coordinate staff, rooms and services
Booking Form

See it all - sync all calendars

Say goodbye to calendar clashes! Sync calendars across your business and avoid double bookings. Availability at a glance

See it all - sync all calendars
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.

Healthtech, Your Way

Upvio offers AI-powered apps and APIs fueled by healthcare AI models. All underpinned by our best of breed care operations SaaS platform.

The Modular Healthtech Platform

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

Made for healthcare, designed to love.