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
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
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
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
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
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
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
Marketing & outreach
Reminders, campaigns and replies, switched on per practice.
- Two-way texting
- Email campaigns
- Reminders & confirmations
- Opt-outs handled automatically
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
Patient portal
Patients handle the small things themselves.
- Book & reschedule
- Forms & consents
- Balance & saved cards
- Records requests
- Family access for minors
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
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