yocale Features

Stores electronic patient records either natively or via integration with EMR or EHR software, and manages all intake forms, SOAP notes, and records.

Allows photos to be uploaded and stored for clinical comparisons pre- and post-operation.

Electronically submits any prescription information to pharmacies, and supports lab orders.

Provides a self-service portal for clients to track all appointment and treatment history, including billing, prescriptions, and after-care notes.

Supports eligibility and prior authorization, and insurance claims submissions.

Track and manage staff profiles, recruitment, schedules, productivity, career development and performance

Manage various aspects of appointments including booking, rescheduling, canceling

Track products that are for sale at a reduced price or part of coupon promotions

Design, communicate, and distribute incentives to perform a specific action

Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus

Track and manage schedules and meetings via an integrated calendar

Manage billing and payments for a healthcare provider

Ability to record, store, update, and retrieve information

Monitor and manage customers' perceptions about a business, product, or service

Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more

Submit and track requests for laboratory tests

Monitor sales and make necessary adjustment in order to increase demand and revenue

Track and manage adherence to policies for any service, product, process, or supplier

Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage

Store, manage, and track all electronic documents in a centralized location

Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding

Create, design and manage workflows for repetitive tasks

Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.

Process of submitting and following up on claims with insurance companies

Manage and track all internal and external communication conducted via calls, email, text, or chat

Define levels of authorization for access to specific files or systems

Customize contracts and forms to collect specific information

Pre-designed layouts that can be customized to match preferences and requirements

Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients

Record, update and manage waiting lists

Access software remotely via mobile devices

Private online space that lets businesses securely share documents and provide information access to clients

Import and export data to and from software applications

Manage various aspects of appointments including booking, rescheduling, canceling

Create and send email blasts/campaigns

Manage contact details and communication with clients

Track employee schedules, availability, and performance across projects and tasks

Electronic storage of stakeholder contact information

Book meetings and appointments through a website or digital platform

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Send messages via SMS

Accept and process credit card transactions

Application programming interface that allows for integration with other systems/databases

Manage and support multiple locations

Manage, store and organize emails within the system or via third-party apps

Access previous interactions or concerns to maintain customer relationships

Track and manage schedules and meetings via an integrated calendar

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Set up connections to third-party platforms to improve business processes

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Tool to assess patient's current status, provide a score, interpret results & risk categorization of patients

Managing and tracking patient health, progress, communication, and treatment plans

Accept and process credit card transactions

Use AI to generate content in the form of text, images, videos, etc.

Send messages via SMS

Store, manage and track all forms in a centralized location

Pre-designed layouts that can be customized to match preferences and requirements

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Store, manage, and track all electronic documents in a centralized location

Compliant with healthcare rules and regulations around the world

Track and manage schedules and meetings via an integrated calendar

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Electronically collect payments for goods or services

Customize contracts and forms to collect specific information

Create, manage, and send invoices or bills to customers

Process of submitting and following up on claims with insurance companies

Automatically create schedules based on business needs or employee availability and qualifications

Track and manage the scheduling of tasks

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Application programming interface that allows for integration with other systems/databases

Define levels of authorization for access to specific files or systems

Create treatment plans that document interventions and outcomes to track patient progress

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Compliant with HIPAA, which sets standards for sensitive patient data protection

Online portal through which end users can access the system, manage tasks, or obtain information

Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details

Automated reminders and confirmations for booked appointments and events via text or email

Create, design and manage workflows for repetitive tasks

Manage and support multiple locations

Synchronize with other calendars to view mutual availability and schedules

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Method of writing out notes in patient's charts (subjective, objective, assessment, and plan)

Track and manage inventory levels to maintain proper supply

Serves chiropractic practices

Manage various aspects of appointments including booking, rescheduling, canceling

Alter the layout and content of reports

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Manage and support multiple locations

Track and document all activities across devices, networks, and other systems

Plan availability and assign specific time slots for tasks and resources

Automatically create schedules based on business needs or employee availability and qualifications

Synchronize with other calendars to view mutual availability and schedules

Reporting on how each user, task or process has advanced since its initiation

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Store, manage, and track all electronic documents in a centralized location

Pre-designed layouts that can be customized to match preferences and requirements

Database of frequently used, popular workout routines

Customizable notes that help healthcare professionals document and track patient progress

Create and securely store digital patient records

Create, manage, and send invoices or bills to customers

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Application programming interface that allows for integration with other systems/databases

Create treatment plans that document interventions and outcomes to track patient progress

Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more

Automated reminders and confirmations for booked appointments and events via text or email

A collection of customer information such as contact details, demographics, previous interactions, etc.

View and track pertinent metrics to find patterns and gain insights from data

Compliant with HIPAA, which sets standards for sensitive patient data protection

Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage

Alter the layout and content of reports

Electronically collect payments for goods or services

Import and export data to and from software applications

Online portal where patients can access information such as health records, treatment plants, etc.

Designed specifically for physical therapy practices

Use AI to generate content in the form of text, images, videos, etc.

Customize contracts and forms to collect specific information

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Process of submitting and following up on claims with insurance companies

Method of writing out notes in patient's charts (subjective, objective, assessment, and plan)

Manage various aspects of appointments including booking, rescheduling, canceling

Creation, administration, and evaluation of assessments or tests

Book meetings and appointments through a website or digital platform

Accept and process customer payments for products or services using hardware and software

Customize contracts and forms to collect specific information

Reminders sent via email

Create and send email blasts/campaigns

Set up connections to third-party platforms to improve business processes

Send messages via SMS

Specific use for barbershops

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Alter the layout and content of reports

Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases

Notifications via mobile devices

Synchronize with other calendars to view mutual availability and schedules

Accept and process credit card transactions

Access previous interactions or concerns to maintain customer relationships

Use AI to generate content in the form of text, images, videos, etc.

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Pre-designed layouts that can be customized to match preferences and requirements

Automated reminders and confirmations for booked appointments and events via text or email

Log and store the source of contacts/leads

Active reporting of data and metrics

Add customized logos and colors to align with company branding

Seamlessly integrates with 3rd party websites

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Application programming interface that allows for integration with other systems/databases

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

A collection of customer information such as contact details, demographics, previous interactions, etc.

Electronically collect payments for goods or services

Send promotional campaigns or transactional messages via text messages

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

Record client information and feedback

Manage and support multiple locations

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Private online space that lets businesses securely share documents and provide information access to clients

Import and export data to and from software applications

Method of writing out notes in patient's charts (subjective, objective, assessment, and plan)

Transactions that typically involve face-to-face interactions between the payer and the payee

View and track pertinent metrics to find patterns and gain insights from data

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Timed notification for any upcoming task, deadline, appointment, or activity

Accept and process credit/debit card transactions

Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service

Indication whether a resource is available or protected from allocation

Accept, record, and reconcile financial transactions

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Reminders sent via SMS/text message

Schedule repeating appointments based on a duration of time

Create, manage, and send invoices or bills to customers

Platform for customers to directly manage their appointments and profile

Track the position in queue in real-time

Digital forms that are shared and accessed online

Specific for use in spas and salons

Access software remotely via mobile devices

Website through which businesses can sell goods or services over the internet

Assemble applications and processes by dragging over and arranging pre-built components

Electronic storage of stakeholder contact information

Scan barcodes to ensure accurate pricing and label tracking

Track and process employee payroll (salaries, wages, etc.) and commissions on sales

Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details

Questionnaire for clients to answer prior to attending appointments.

Create and securely store digital patient records

Track and manage schedules and meetings via an integrated calendar

Set up connections to third-party platforms to improve business processes

Send messages via SMS

Add customized logos and colors to align with company branding

Notify large groups of people simultaneously about important updates.

Leave comments and notes on documents for others to view

Allow customers to cancel their subscription remotely.

Reserving a room for meeting in an office or co-working space

Create, manage, and send invoices or bills to customers

Create and send email blasts/campaigns

Track and manage staff profiles, recruitment, schedules, productivity, career development and performance

Schedule repeating appointments based on a duration of time

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

The ability to choose between different appointments in a selection.

Application programming interface that allows for integration with other systems/databases

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Track and monitor patient no-show rates

Online portal where patients can access information such as health records, treatment plants, etc.

Supports practices with multiple healthcare professionals

Accept, record, and reconcile financial transactions

Record, update and manage waiting lists

Digitally sign online documents

Create, manage and track all task activities and progression

View and track pertinent metrics to find patterns and gain insights from data

Allow communication between the company and patients via messages, SMS, emails, phone, and more

Compliant with HIPAA, which sets standards for sensitive patient data protection

Enables medical providers and/or patients to electronically renew existing prescriptions

Allows medical providers to conduct surveys with their patients remotely to gauge a patient's health.

Checking eligibility of patients for different insurance claims

Patients can register for appointments in advance online

Manage and support multiple locations

Connect in virtual environment through the internet with webcams/microphones by computer/phones/tablets.

Manage the process of evaluating documents or requests submitted for approval

Track the status of assets and whether they're checked in or out

Access software remotely via mobile devices

Use AI to generate content in the form of text, images, videos, etc.

Timed notification for any upcoming task, deadline, appointment, or activity

Track and organize online shifts

Automate workflows and trigger campaigns based on customer actions

Compliant with HIPAA, which sets standards for sensitive patient data protection

A collection of customer information such as contact details, demographics, previous interactions, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Accept, record, and reconcile financial transactions

Before and after photos of procedure(s)

Create, manage, and send invoices or bills to customers

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Timed notification for any upcoming task, deadline, appointment, or activity

Pre-designed layouts that can be customized to match preferences and requirements

Electronically collect payments for goods or services

Alter the layout and content of reports

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases

Send messages via SMS

Book meetings and appointments through a website or digital platform

Reports specific to sales analysis for trends and strategies

Sell multiple treatments together as a set

Customize contracts and forms to collect specific information

Application programming interface that allows for integration with other systems/databases

Use AI to generate content in the form of text, images, videos, etc.

Create and send email blasts/campaigns

Add customized logos and colors to align with company branding

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Designed for medical spas

Manage and support multiple locations

For plastic surgery practices

Allows medical providers to engage patients in a variety of ways to ensure their health.

Meet with patients remotely

Create, edit, preview, and send faxes electronically

Accept and process customer payments for products or services using hardware and software

Tool to send questionnaires to customers to gauge feedback

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Translation of patients' medical files and bills into universal codes required by insurance

A document containing important information about medical records, procedures, trials, testing, risk and benefits for patients.

Ability to chat online in real time

Touch-screen device allowing patients and customers to do self-check-in and pay with credit or debit cards for free

Previewing simulated plastic surgery results before and after

Transmit prescriptions to pharmacies electronically

Reminders sent via SMS/text message

Log and store the source of contacts/leads

Notifications via mobile devices

Generate rule-based quotes for clients automatically

Create and securely store digital patient records

Electronic signing method that validates the authenticity and integrity of a digital document

Tracks medical inventory and sales inventory.

Processes debit and credit card payments and supports POS functions.

Allows both staff and clients to manage appointments, and provides calendar to track all appointments.

Assists with employee shift scheduling and payroll or commission management.

Plan an event's time and location

Automatically create schedules based on business needs or employee availability and qualifications

Manage contact details and communication with clients

Store, manage and track all forms in a centralized location

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Engages in human-like conversation for task delegation

Tracks product inventory, purchase orders, and vendor information for audits and restocking.

Provides membership billing features, POS and credit card processing, and the ability to apply discounts or loyalty points.

Schedules shifts and tracks employee commissions and payroll.

Tracking, calculating, and paying commissions and earnings to employees

Offer to rent a booth to freelance professionals

Monitor and manage customers' perceptions about a business, product, or service

Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding

Track and monitor reviews of products or services

Track products that are for sale at a reduced price or part of coupon promotions

Track and manage schedules and meetings via an integrated calendar

Manage contact details and communication with clients

Manage employee salary processes, data, taxes, and records administration efficiently

Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus

Record, update and manage waiting lists

Design, communicate, and distribute incentives to perform a specific action

Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients

Manage various aspects of appointments including booking, rescheduling, canceling

Create, update, and manage bookings, itineraries, and reservations

Financial system that helps create and manage physical/digital credit cards and track transaction activities

Manage, store and organize emails within the system or via third-party apps

Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more

Schedule shifts for staff/employees, track hours worked, and manage staff payroll

Integrates with multiple calendars, such as: Google Calendar, Microsoft Outlook, iCloud Calendar, etc.

Provides the ability to be embedded into websites

Integrates with payment processing software to accept payment from customers

Integrates with video conferencing tools to allow for virtual appointments

Allows customers to book online, via websites, or by app, and manages all reservations.

Sends surveys to customers based on set criteria and collects feedback for review.

Analyzes customer purchases and trends across your business to drive future sales strategy.

Track and manage the scheduling of tasks

Automatically create schedules based on business needs or employee availability and qualifications

Automatically detects the time zone of both parties to avoid booking mistakes

Ability to set preferred availability to ensure appointments are only booked during approved times

Ability to block off additional time between appointments for travel or preparation

Monitors all relevant business KPIs to improve clinical and administrative processes.

Integrates with necessary healthcare solutions to support patient engagement, revenue cycle management, and related clinic functions.

Provides a mobile application to view calendars and patient records via smartphones or tablets.

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Seamlessly integrates with 3rd party websites

Set up connections to third-party platforms to improve business processes

Platform for customers to directly manage their appointments and profile

Manages monthly memerbships and associated exclusive benefits and discounts that can be redeemed at your facility.

Tracks all social mentions across sites and centrally manages all your company's review site profiles.

Creates customized text and email messages that send to customers based on selected criteria.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Provides the ability to generate images from a text prompt.

Simulates human-like speech from text inputs.

Converts images into a textual description, identifying key elements.

Use AI to generate content in the form of text, images, videos, etc.

Ability to send confirmation and reminder emails & texts

Ability to send automated follow-up emails/texts upon conclusion of appointment

Receive a notification whenever a customer schedules an appointment

Schedule repeating appointments based on a duration of time

Automatically create schedules based on business needs or employee availability and qualifications

Automatically find mutually available meeting time slots across multiple calendars

Supports email and text communications for marketing or feedback purposes.

Manages loyalty programs and tracks client rewards.

Provides basic CRM functionality to track client information and support strategic outreach efforts.

Personalize booking page with custom logos and colors to match branding

Personalize a booking link to share with customers