Charting that matches your training
Pick your profession, the presenting symptom, and the pattern — and a template loads with the fields you actually use. Charts come in six types: Initial, Follow-Up, SOAP, ACU/TCM, RMT, and blank for anything else.
- TCM-native fields — tongue, pulse, palpation, differentiation, treatment principle, point prescriptions, and herbal formulas
- Rich text editor with auto-save — nothing lost if the day gets busy
- Digital signatures — sign with your saved signature and the chart locks
- Version history — editing a signed chart creates a new version; the signed original is preserved for audit
- PDF download — one click for referrals, insurance, or your college
- Template library — build and version your own templates per symptom and pattern
A calendar built for treatment rooms
Month, week, day, and agenda views. In clinic mode, the front desk sees every practitioner side by side in columns and books with a click and a drag.
- Color-coded services — set duration, price, deposit, and color per service
- Working hours & block times — per location, including recurring holidays and vacations
- Drag to reschedule — with a confirmation step before anything changes
- Attendance tracking — mark attended or no-show right on the booking
- Waitlist — when a slot opens, offer it to the next patient; they get a time-limited link to claim it, and patients can watch their own queue from the portal
Your own booking page, on your own terms
Every practitioner gets a booking page at their own custom link, with a personal welcome message and display name. Patients pick a service, see live availability that respects your hours and existing bookings, and confirm — from any device.
- Your rules — minimum booking notice, how far ahead patients can book, same-day booking on or off
- Slots are held for 15 minutes while a patient checks out, so two people never book the same time
- Deposits via Stripe — the card is saved when booking, charged only on no-show, voided when the patient attends
- Book for a family member — parents pick which dependent the appointment is for
- Cancellation links — in every confirmation email, governed by your policy
- Automated reminders — email and SMS, immediately and 24 hours before, using your own templates
- Embed it — drop the booking widget into your existing website with a copy-paste snippet
Forms patients actually complete
Build intake and consent forms with a drag-and-drop editor, or start from templates for acupuncture, cupping, hot stone, RMT sensitive-area consent, and PHI collection. Send by email, or show a QR code at the desk.
- No login for patients — they open a unique link and fill it in on their phone
- Electronic signatures — captured where the form requires them
- Status tracking — see pending and submitted forms per visit
- Auto-filed — submissions land on the patient's profile under Forms
- Batch download — export a patient's documents in bulk when requested
