Effortless note taking and seamless access
Note taking with ease - powered by integrated notes, templates and more.

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.

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.


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.


Access control, HIPAA compliant
Keep client information secure by limiting access to sensitive details.
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.


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


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!


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.


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.


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.


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


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.
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
