The platform

Three things a practice stops working around.
Twelve parts, one login.

Practice management that stays out of the way, charting that follows each specialty’s format, and patient outreach with no second tool. Every part reads and writes the same patient record.

01Practice management

Scheduling, check-in, billing, memberships and inventory at the front desk.

02Charting

Each specialty charts in its own format, on one patient record.

03Patient outreach

Reminders, two-way texting, campaigns and the patient portal.

01

Scheduling & online booking

Provider calendars with room booking built in, and a booking page patients use themselves.

  • Provider calendars, with room booking built in
  • Branded online booking
  • Deposits collected at booking
  • Waitlist offers for open slots
  • Check-in, no-show & late cancel
02

Charting & templates

Each specialty charts in its own format, from the same record.

  • Specialty chart modules
  • Practice templates
  • Signed notes locked, with addenda
  • Rx & DME orders
  • An audit trail of who changed what
03

Forms & intake

Intake, history and consents arrive before the patient does.

  • Intake packets by text
  • Consents & waivers
  • Reminder before the visit
  • Booking answers saved to the record
  • Signed forms stored as signed
04

Labs, imaging & referrals

Orders carry ICD-10 codes; results are filed back to the chart.

  • Lab orders with ICD-10 presets
  • Imaging studies & reports
  • Referrals with ICD-10 codes
  • Records packets & requests
05

Billing & payments

Card payments through Stripe, with every sale on one ledger.

  • Card on file, through Stripe
  • Split tender at the counter
  • Cancellation & no-show fees
  • Billing categories & reports
06

Memberships, packages & gift cards

Recurring revenue without a second system.

  • Membership dues & plan changes
  • Packages tracked by session
  • Gift cards
  • Deposits on the same ledger as the visit
07

CRM & pipeline

Every inquiry is a lead with a stage and a source.

  • Lead pipeline with stages
  • Where each lead came from
  • Referral rewards
  • Lead becomes a patient at check-in
08

Marketing & outreach

Reminders, campaigns and replies, switched on per practice.

  • Two-way texting
  • Email campaigns
  • Reminders & confirmations
  • Opt-outs handled automatically
09

Inventory

Track the supplies you use and the products you sell, in the same system as the visit.

  • Consumables: dry needles, creams, Biofreeze, KT tape
  • Retail: supplements like creatine and amino acids
  • Practice swag: T-shirts and hats
  • Sold at checkout, on the same ledger
  • Stock counts for every item
10

Patient portal

Patients handle the small things themselves.

  • Book & reschedule
  • Forms & consents
  • Balance & saved cards
  • Records requests
  • Family access for minors
11

Built-in help

How-to guides inside PulseChart, so your team can look up any task.

  • Answers “how do I…” questions in the app
  • Walks staff through a task step by step
  • Points to the right screen or setting
  • Searchable how-to guides
12

Privacy & records

Who sees what is decided by role, with an audit trail of who changed what.

  • Access by role
  • Who-changed-what history
  • Mental-health records never shown to a guardian
  • No patient details in links
How it all connects

One record. Every tool.
Nothing typed twice.

The patient record sits in the middle. Booking feeds it, forms fill it, the chart builds on it, and billing, texting and the portal all read from it.

Online bookingSchedule
Appointments & deposits
Intake formsPatient record
History & consents
ChartBilling
Services & fees
BillingStripe
Cards & payouts
RemindersTwo-way texting
Confirmations sent, replies in the inbox
Labs & referralsChart
ICD-10 coded orders
LeadsPatient record
Converted at check-in
PortalPatient record
Forms, balance & records

See it with your own schedule.
A person will answer.