Capture detailed patient information where you need it, when you need it.

Information at your finger-tips, powered by quick notes, global search, and access-control.

Capture the important information, from anywhere

Easily Accessible

Available wherever you are in the platform

Reduced workload

Save the important information you need

Document your way

Copy and reuse templates for consistency

Notes, from anywhere

Quickly and seamlessly create new notes, while viewing patient 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 patient 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 patient 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 patients, 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 comminucate, is up to you. Set dynamic email and SMS notifications for patients 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.

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

Up the Ante with Upvio