Frequently Asked Questions

Unified Practice is a cloud-based acupuncture practice management and electronic health record (EHR) system specifically created for TCM practitioners. Unified Practice integrates in a seamless and paperless way, allowing you to securely access and operate your clinic from anywhere —from patient check-in to check out.

Our scheduling and patient on-boarding tool is accessible on desktop, via the web on any device, or on our native iPad application. The acupuncture EHR is only available on the iPad and can be downloaded in the Apple App Store.

Yes! We are HIPAA secure no matter where you access your account.

Practice management and admin tools are accessible on your laptop or desktop (PC or Mac) via the following compatible web browsers: Google Chrome, Mozilla Firefox, and Apple’s Safari. Please note that Unified Practice is not compatible with Internet Explorer.

Charting with Unified Practice can be accessed on our native iPad EHR application. You can also chart using any computer, however the interface is different than the iPad application.

We typically see clinics fully on-boarded in about two weeks.  On your sign up call, we’ll schedule coaching sessions to go over the system with you. These calls guide you through the system and provide opportunities to ask questions specific to your clinic’s needs.

Yes. This means no information is stored on your local device. Being cloud-based allows anyone in your clinic to login from anywhere at anytime. You’ll also  seamlessly receive platform updates and improvements.

We understand the critical importance around the security of your information and we use the most secure servers to ensure your information is stored and protected to the highest of standards.

Access to your Unified Practice Practice Management and EHR account is defined by user access levels so information doesn’t fall into the wrong hands. All of your data transfers with us have the highest level of encryption against malicious parties.

We store all of your information in a HIPAA compliant SSAE 16 SOC 1 and SOC 2 data center. Your data is always encrypted in transit over the internet and at rest when it is being stored or archived on our servers. Offsite backups are performed daily.

Because Unified Practice is a cloud-based system, no information is stored locally on your iPad or computer. The only information that can be stored locally is data you export while signed into your Unified Practice account. Once you export the information it’s your responsibility to store it in a HIPAA compliant way.

You can easily import your patients’ personal and demographic information with Unified Practice. If you need to import additional information or want us to take care of the data migration for you, connect with our team to learn about our professional services offering.

Our system includes a variety  of features such as:

For your patients:

• Book, view, manage, and cancel appointments online
• Enter or update contact and insurance information
• Fill out and sign new patient forms from the web or iPad

For your clinic:

• TCM SOAP notes
• Flexible clinic scheduling
• Equipped for multi-practitioner and multi-location use
• Robust inventory management
• Sell products and issue receipts without an appointment
• eRx – electronic prescription
• Billing CMS-1500 & Superbills
• Financial and analytical practice management tools
• Create and submit claims to Office Ally with one click
• HIPAA compliant email marketing with Constant Contact
• Phone checked insurance benefit verification*
• Email and SMS* appointment reminders
• Customized patient intake forms
• Integrated credit card processing*

*May incur additional cost

We offer two different plans with two tiers depending on your clinic’s needs. To learn more, take a look at our flexible pricing here.

We recommend using iOS version 10.0 or newer. We also suggest the base model — no need to upgrade for additional storage on our cloud-based system!

Unified Practice’s scheduling and patient on-boarding tools are available on:

• PC or Mac on the following web browsers: Chrome, Safari, and Firefox
• iPad iOS 10.0 and newer
• Android & iPhone Agenda Apps for mobile scheduling

Unified Practice’s EHR is only available on iPad by downloading our application in the Apple App Store.

Nope! There are no contracts with Unified Practice. Once you sign up, you will be billed month-to-month with the option to cancel anytime.

We offer a 15 percent savings if you choose to pre-pay your subscription for the year.

You do, always.

We don’t own any of the data you enter into the system. If you decide you would like to move on, we can export your data to you.

Unified Practice’s acupuncture practice management and EHR platform will not work if the internet is down.

This is the case for all cloud-based EHR services. We recommend internet redundancy, so if your internet goes down you can continue working. Examples of redundancy include a backup internet you can access securely or using your phone’s “hot-spot” with a good data plan (more than 6 GB for data).

Additionally, we recommend the “Wi-Fi + Cellular” version of the iPad which will give you peace of mind the day that you have a spotty internet connection.

Yes! You can access your patient calendar securely that complies with HIPAA on your phone — either using the web (your phone’s browser) or via our iPhone or Android application.

We recommend 10-15 mbps or higher for a single practitioner clinic. Larger clinics using more devices may require additional bandwidth. Both upload and download speeds should be taken into consideration when running Unified Practice.

Yes, we have a mobile app for iPhone that syncs with your personal calendar. Your appointments can be viewed on your synced calendar without any patient health information, ensuring HIPAA compliance.