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
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 patient records, during an appointment, or on a call.
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.
Access control, HIPAA compliant
Keep patient 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 patients, keeping records up to date all without needing pen or paper.
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!
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
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
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