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Features & Benefits
See more by selecting some of the features below
Patient Management
More Time With Patients
Task Delegation
Quickly Delegate Tasks
Inventory
Easily Manage Your Products
Reports
See Your Practice At A Glance
Scheduling
Scheduling Made Easy
Permissions & Security
Customize Access
Patient Management
Spend more time with patients.
Easily manage patients from scheduling through check out.
With Holistic Office you can:
Check in patients with customizable eforms.
Easily confirm and update patient information on checkin.
Use customized SOAP note templates.
Quickly make recommendations and track stick rate.
Keep in touch with patients through our patient portal.
Easily view past appointments, notes and recommendations.
Order labs from the patient card.
Create invoices from the patient card.
Quickly add patient specific tasks during visits or through the patien card.
Quickly create invoices for cash payment and export to Quickbooks Online.
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About
Holistic medicine is personal to us. As life long beneficiaries of holistic medicine and experience as business consultants, we know what your priorities are and what you need to run a successful practice. A modern, easy to use EHR system is paramount to your success. Holistic Office is designed to be easy to use and includes features that were designed based on your needs and feedback throughout the design process. We listen to you and strive to always be improving. When your practice runs smoothly, we run smoothly too!
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We aim to bring your office operations into alignment with the value of your services. That's why all subscriptions include live onboarding assistance and customer support. In addition to an extensive self-serve help library, our offices and customer support are located in the United States. We can be reached by phone, email, and chat.
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Before & After
Hear what Holistic Office users are saying
"This saves me ten hours per week in admin time and frustration."
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Functional Medicine,
Office Administrator
"Holistic office is literally calming me while I work, it's so much easier to use than the system we had before."
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Naturopath Practice,
Owner
"I can easily organize different patient visits and the follow up notes and documents associated with each one. "
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Health Coach,
Owner
Why Us
If you're reading this in your practices' office after a busy day I know exactly how you feel. During the many years I was overseeing wellness office operations I experienced all the redundant and confusing systems of running a wellness office.
There was so much that needed to be improved. I searched for an all-in-one solution to make customer-first and wellness offices run holistically, and I came up short. So I created one! Holistic Office was tailormade to solve the problems of running a holistic business and was developed with you in mind.
I can't wait to show you all the features we've put together!
Kristen Ford, Co-Founder, Holistic Office
Kristen
