Great experience, repeatedly. I find UP easy to use and practical. As I said, amazing customer service. If you can't figure something out, like how to configure your online schedule, for example, they will jump on a Zoom call with you and actually walk you through it.

I love the Unified Practice combines an online schedule with an EHR, which means that new patients who schedule are automatically added as patients and sent new patient paperwork. It also integrates with email provider, Constant Contact, and is HIPAA compliant with this integration, so it's easy and secure to move patient emails into Constant Contact and send marketing emails. Lastly, their customer service always blows me away. Inside the software you can chat almost immediately with the helpdesk (a real person). They usually answer within an hour if not sooner, and they check in on you to see if implementing their suggestion was helpful.

The only suggestion I'd make is to add a "Waitlist" feature. I'd love a way for potential patients to share their information with me (email, etc.) even if I don't have availability for new patients in the moment. Then when an appointment time opens up, I could give them a call and see if they're available to come in. Hint hint!

Customer service is very responsive and helpful. Software does what I need it to do. I have a centralized software that does many things well and much more affordably than I think would be the case if I shopped around (e.g. credit card processor is very cheap and integrated so it automatically reconciles with your clients' charts, saves me time and money).

I love that UP has everything I need. It truly is a fully unified software. HIPAA-compliant charting and client communication, charting, scheduling, billing... I had a website developer try to convince me to let him do some sort of integrated scheduling besides UP on my website and I was like, "absolutely not, UP has that covered." I'm like a walking UP advertisement, I cannot be convinced to switch it up.

UP was hard to learn how to use at first, and actually there are a lot of features I don't use or don't find helpful. I practice in a very unique way (Worsley 5E acupuncture, Japanese palpation-based acupuncture, Classical acupuncture, and a little TCM informing them all) so I don't use many of the diagnostic tools as they're built. But I'm able to manually write in everything the way I want to and being able to upload and write on my own templates has made it all possible. I wish there was an easier way to view the chart history at a glace for a single client to show me what treatments I've already done.

It utilized an app and the customer service was good.

Too bulky and not very user friendly. I used it for my previous clinic (Three Treasures Holistic Care) and I didn't want to use it for my new clinic.

It was ok. I felt as if I was nickeled and dined for every feature, text message etc

Ease of use, navigation, insurance billing once set up

I didn’t like that it was chart on a iPad to get the cool features

Its easy for the front desk to schedule patients and allows me to be organized and avoid double booking

I like that is specific to acupuncturists, and the learning curve is relatively small

Sometimes the fields are a little boxy and forces me to type a lot to clarify my notes