Features | My Holistic Office
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Features

Current and upcoming features designed for your patients and practice.

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Practice Support

We have your  back from onboarding and setup to one-on-one support

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One-on-one Training & Onboarding

Unlimited support for your growing practice.

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Live Chat Support

Get immediate answers and support through our responsive live chat service.

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Live Support

Direct access to expert support for real-time problem solving.

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HIPAA Compliant

Secure, HIPAA-compliant communication and database systems to protect patient confidentiality and data integrity.

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Online Help Documentation

Access a wealth of resources and guides anytime for self-help and learning.

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Automatic Upgrades & Updates

Stay current with the latest features and enhancements automatically.

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Email Support

Dependable email assistance for timely and effective resolution of queries.

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Onboarding Support

Personalized guidance to help your team utilize our system to its full potential.

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Disaster Recovery

Robust backup systems to ensure your data's safety and quick recovery.

Practice Management

All-in-one practice management tools to keep your practice organized, efficient, and effective.

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Custom Branding & URL

Add your logo and custom practice info to your forms, invoices, and patient portal

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Task Delegation

Efficient organization and tracking of tasks.

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Recommendation Tools

Service, lifestyle, and supplement suggestions for patients.

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Document Management

Organize and manage practice documents easily

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Patient Records

Comprehensive management of patient records

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BAA (Business Associate Agreements)

Secure handling of patient health information

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Zoom Integration

Simplify virtual appointments with integrated Zoom functionality.

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Inventory Management

Streamlined store management of your services and inventory.

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Role Based Access

Custom access control for team roles

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Cash/Credit Invoicing

Flexible invoicing options for payments

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Global & Local Search Engines

Find whatever you need with enhanced search capabilities for all your practice information

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Quickbooks Integration

Simplify financials with QuickBooks integration

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Custom Tagging

Customizable tagging for personalized inventory sorting and appointment types.

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Business Analytics & Reporting

Insights and reports for informed decisions

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Rupa Health Lab Integration

Streamline lab ordering and results integration

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Dynamic Reporting

Track no-shows and reschedules simply and efficiently.

Patient Management

Current and upcoming features to manage your clients scheduling, billing, charts, and much more.

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Cash Billing & Invoicing

Streamlined cash transactions and billing

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Patient Portal

Share documents securely via text messaging

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Secure Messaging

Encrypted messaging for HIPAA compliant patient privacy

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Appointment Scheduling

Easy and flexible appointment scheduling for patients

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Recommendation Tracking

Track and manage patient stick rate and recommendations

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Pre-Screening E-Forms

Efficient patient pre-screening process

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Appointment Visit Types

Customize appointment types for various needs

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Secure Chat & Push Notifications

Send and receive text or voice messages

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SOAP Notes

Personalized, downloadable notes for patients

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Sharable Custom Patient Link

Simplify new patient onboarding

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Billing Packages

Flexible billing options for yours services

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Push Notifications

Direct communication with all your patients

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Custom Templates

Tailored templates for specific practice needs

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