All Unified Practice Reviews

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User Profile

Michelle

Verified reviewer

Alternative Medicine, 1 employee

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2021

Integrated EHR with tons of features and crazy good customer service

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.

PROS

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.

CONS

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!

Reason for choosing Unified Practice

Unified Practice was less expensive for mostly the same features. Jane App offers a waitlist feature but I didn't feel it was worth the increased price (for me, at least). Overall, UP has quite a few integrations that really impressed me, including integrating with Constant Contact and FullScript, that really tipped the balance in their favor.

Vendor Response

Thanks for the review! We will look into the waitlist feature for our roadmap!

Replied February 2021

Grace

Health, Wellness and Fitness, 1 employee

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed January 2022

Unified Practice is too convenient to not use

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).

PROS

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.

CONS

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.

Reason for choosing Unified Practice

Mindbody was meant for a HUGE practice, which I wasn't planning to have, and it didn't have EHR. It was incredibly expensive. UP also had a fresh out of school discount which I took advantage of my first year in business!

Vendor Response

Thanks for the feedback and the review Grace! We have lots of plans for more flexibility in the system that sound like they would benefit you!

Replied January 2022

Damita

Health, Wellness and Fitness, 1 employee

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed October 2019

Too bulky

PROS

It utilized an app and the customer service was good.

CONS

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.

Reason for choosing Unified Practice

I was told I could use it for both counseling and acupuncture. I discovered it was too bulky and not user friendly for either.

Vendor Response

Hi Damita, Thank you for the review! Were there specific features that you felt were too bulky? We're always updating and streamlining our software and would love some more detail from you!

Replied November 2019

Michael

Health, Wellness and Fitness, 1 employee

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

3

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed January 2022

Nickel and Dime software

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

PROS

Ease of use, navigation, insurance billing once set up

CONS

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

Reason for choosing Unified Practice

I didn’t do my homework otherwise I would have started with Jane. UP billed me another month of text messaging just because after I switched to Jane, I needed to download files for 1 day and I was charged for a whole month.

Vendor Response

Hi Michael, Thank you for the review. We only charge for SMS usage, meaning you were only charged for the reminders that you sent to your patients. We bill the month after usage. Texts you sent before you switched systems may have been charged after you left. Our pricing tiers are lower than Jane's and part of the reason is to allow our users more flexibility to choose the add-ons they want, rather than pay a premium subscription price to have add-ons they won't use. We strive to be the best charting experience to provide the best patient care. Thank you for giving us a chance and we hope your new software meets your needs!

Replied January 2022

David

Health, Wellness and Fitness, 1 employee

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed January 2022

Good acupuncture software

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

PROS

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

CONS

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

Reason for choosing Unified Practice

I started at an office that uses UnifiedPractice so I decided to stay in the same “ecosystem”

Vendor Response

Hi David, Thank you for the feedback and the review!

Replied January 2022

jessica

Health, Wellness and Fitness, 1 employee

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2018

Out standing Service, Great product! I'm so glad Unified practice exists.

I am blown away in the best way possible. I am an acupuncturist through and through. Over the years I have been perfecting my acupuncture craft and ignoring the business side of running a business. I am finally fed up with being disorganized- not knowing where money is coming in and going out, taking extra time to follow up with patients, being in touch with billing company, calling insurance companies on behalf of patients.... and on and on! I am literally so fed up with it that i sent my two babies( who are both under the age of two) away to my mothers house so i could sit down and research and get everything organized. After all the work i have been doing i finally called Unified practice to sort out some of my dislikes with their program. Turns out i have been wasting my time hating technology and being afraid to call them and get everything organized because THEY MAKE IT SO SIMPLE. CSR personally talked to me and explained every detail to every question i had. I left that conversation feeling organized and like all my business needs are going to be met in one place so that i can seamlessly, effortlessly and safely take care of my patients and my business. After this conversation not only am i going to continue using their program, but i am going to upgrade it so that i can have ease of billing (in partnership with acuclaims), on top of that i will now do my POS, inventory, charting, constant contacts, follow up emails and scheduling through them as well.

PROS

-scheduling and adding new patients quickly on my i phone app. -the precision to which i can calculate how i treat my patients and the time it takes to treat my patients depending on the service i am providing - the ability to list all my clinic services - the ease of linking the scheduling system to my website the ease my patients have when visiting my website to book themselves an appointment (its so easy that i rarely have to book patients myself anymore!) - the software is easily shared between my colleague and I - the fluidity of going from one step to the next when setting up the program for my business - the charting notes! no more paper! - all the specific acupuncture related information that helps make charting easy and comprehensive - and finally the fact that there are occasionally things that come up in business that i wish UP had available in their EHR. And when i call to ask them about it they are literally working on it and usually unveil it with in the next day to week. Like any business sometimes you don't know EVERYTHING you need until you get going. And when they find that their EHR program can be improved/enhanced they are on top of making it happen. It takes a crazy amount of work to add improvements, and not only do they do that they make it easy enough for a toddler to use... a toddler or an acupuncturist ;)

CONS

not really a con. Occasionally I come across things that i wish the program offered and whenever i call to ask them about it this brilliant but small and growing business is already working hard on making it happen for all their acupuncture users so that we can have a comprehensive seamless program that takes care of ALL the business needs we need to have a successful organized and HIPPA compliant business.

Vendor Response

So glad to hear how our system has helped, Jessica!

Replied February 2021

Karina

Alternative Medicine, 1 employee

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

3

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed January 2022

All under one roof

I signed on when they were fairly new and watched them evolve to include new features. The customer support has always been responsive and generally helpful. Unfortunately they no longer take tickets or schedule support calls so I have to leave a message and hope for a call back. Generally I’ve experienced them grow with their platform to meet industry needs, there are a few essentials they have yet to develop.

PROS

Everything is here! Customer support is generally good. Very infrequent glitches. Continuously evolving to meet industry needs.

CONS

I’d like to see additional features and simplification and improvement to certain existing features. I tried but have never used the billing feature because everything about it is overcomplicated, for example. The calendar and online scheduling could be improved, as could the internal navigation.

Reason for choosing Unified Practice

Better features for what I needed

Vendor Response

Hi Karina, Thank you for the review and the feedback! Our support team is available in the app (we have a "support" and "?" button that open up a form to submit a ticket, via email ticketing (support@unifiedpractice.com) and on the phone (866) 525.5650. Our team is available Mon-Fri 9am - 8pm ET. Please reach out anytime you need us, we are here to help!

Replied January 2022

Kelly

Hospital & Health Care, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2022

Thank you

The customer service is impeccable. The continued updates are usually very helpful.

PROS

It is a very easy to learn, easy to use software. It has been very helpful to switching over to electronic paperwork etc.

CONS

Certain features that get updated without being told, and then having to go back and figure out how to change it on our end to work for us.

Reasons for switching to Unified Practice

Electronic notes/billing

Vendor Response

Thanks for the review and the feedback Kelly! We are making improvements for our release processes and appreciate your insights.

Replied January 2022

Michael

Health, Wellness and Fitness, 1 employee

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2022

TCM - Centric approach to EHR

It has made working as a VA community provider simple and effective with the ability to upload or fax the patient EHR to the VA.

PROS

Patient charting and scheduling is simple to use.

CONS

The latest roll out of the calendar and scheduling is not completely user friendly, so it will take time to use. I also didn't how I had to hunt to block my calendar.

Vendor Response

Thanks for the review, Michael! We love hearing how our system helps your clinic. We have future improvements planned for the calendar as well.

Replied January 2022

Alisa

Alternative Medicine, 1 employee

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2022

Overall very happy.

PROS

Learning how to use unified practice was simple and didn't take me long to understand. My patients comment about how easy it is for them to make appointments and fill out their paper work. When I've needed help from customer support it has always been positive. My issues were resolved very quickly.

CONS

I havent had much issues to comment in this section. I don't do insurance so I'm not using the software to it full capacity. Maybe if I was I'd have something to complain about.

Vendor Response

Thanks for the review Alisa! We're thrilled to hear how you've enjoyed using the software!

Replied January 2022

Nancy

Health, Wellness and Fitness, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2018

Love United Practice

It saves me time for charting and looks very professional EHR

PROS

This EHR is very user-friendly. It incorporates from patient's booking to herbal/pharmacy inventories. Love it. Customer support is awesome !!! Nice team.

CONS

I am very satisfied with this software. If I really need to say a "con" and if I need to improve, the timer (Icon: spinning circle) should be faster when browsing - it is actually a very minor issue.

Vendor Response

Thanks for the kind words, Nancy! We've made improvements to our servers to increase load times as well as adding new features!

Replied February 2021

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