Who is Happy Charting for?

If you:

• Use Paper

• Are non technical

• Have never used a EMR/EHR charting software before

Then you’re the perfect fit for us.

Happy Charting is the go-to software for non-tech savvy acupuncturists.

Many acupuncturists who use us also provide multiple different services.

It’s important that their charting records track all the necessary information.

If you do more than just acupuncture and TCM services, no problem.

Here are some modalities, therapies, additional services that some of our Happy Charting customers provide:

• acupuncture

• herbal medicine

• cupping

• acupressure

• herbal consultation

• massage therapy

• functional medicine

• pediatrics - shonishin

• facial rejuvenation acupuncture

• gua sha

• auriculotherapy

• trigger points

• electro-acupuncture

• moxa

• tui na

• shiatsu

• nutritional counseling

• chiropractic

• reflexology

• reiki

• bodywork

• energy healing

• sports acupuncture

• EFT tapping

• manual therapies

• topical herbs

• cosmetic acupuncture

• herbal foot soaks

• laser acupuncture

• naturopathic medicine

• TCM

• nutritional therapy

• intravenous micronutrient therapy

• skin care, facials

• supplements

• sound therapy

• physiotherapy

• diet and lifestyle

• LED light therapy

• microneedling

• lifestyle consultation

• stem cell therapy

• pain management

• spinal decompression

• yoga

• auricular acupuncture

• orthopaedic services

• harmonic alignment

Our templates are so customizable so you can be sure every section you normally record on paper is can be recorded into Happy Charting.

If you bill insurance:

• we are not a clearinghouse

• we do not submit your insurance for you

• we do not integrate with such providers such as Holistic Billing, Office Ally etc.

HOWEVER, we partner with Anabel at Mindful Billing - see her website here>> https://mindfulbillingllc.com/

She can help you set up your charting and form templates to suit your exact needs and requirements for insurance purposes.

And they can be easily created in Happy Charting so you can download these PDF reports and send them to the right people.

Same goes for veterans, workers compensation, auditing requirements etc.

We recommend American Acupuncture Council - https://acupuncturecouncil.com/

If you have paper templates you already use that you know work and allows for recording the required, necessary information, then send it our way.

We can work with you to set it up so that Happy Charting replaces your paper charting perfectly and makes sure you’re still fulfilling all of your requirements.

New Acupuncture Clinic Owner

If you’re just starting out, having a solid EMR software to keep track of your patients and online records will really help you stay on top of your charting requirements. Happy Charting is perfect for new clinics because it’s so simple. The software is capable of evolving as you grow. We serve many busy, high traffic clinics. And with a New Clinic Plan at $20/month for your first 6 months you’ll have enough cashflow set aside to get you off the ground.

Part Time Acupuncture Clinic Owner

Right now, building your clinic to get more patients to fill up your schedule is the goal. With Happy Charting, you know you’re fulfilling your charting obligations so you’ve got one less thing to worry about. Having this streamlined means being able to increase your number of patients and growing to a full time clinic won’t change a thing. It’s really affordable at $30/month working under 24 hours a week, and we have many part time acupuncture clinics owners who are getting the most out of this.

Part Time - Acupuncture Side Business

Do you work another job? Or at another clinic? The goal is to get enough patients in your OWN acupuncture clinic so that you are working full time hours and can quit your other source of income. If this is you, Happy Charting is a must. We have so many acupuncturists who need something affordable now but can also support them as they grow. If that’s what you’re looking for, then join many other acupuncturists who are wanting to grow this side business into a full time gig, and are using Happy Charting at $30/month as an investment into their future.

Contractor at a Non Acupuncture Clinic

Are you an acupuncturist who works at someone else’s clinic? Perhaps that clinic has multiple services - massage therapy, chiropractic, general wellness. We have many contractors who are the only acupuncturist who needs a charting software to track their own patients and treatment records. If this is you, we’re a perfect fit. Whether you handle the finances or the clinic pays for it, we’re super affordable. If you’re part time (<24 hours) $30/month or full time - $50/month, you’ll be in charge of your own records and have your own separate patient database.

Solo-Practitioner Clinic Owner - Full Time

Do you work 24+ hours per week? If so, then you’ll need an EMR software that is both efficient, reduces the amount of effort and time to do your charts and is fast & easy to use. That’s Happy Charting to a tee. Running a full-time practice is no easy feat and having to do all the business admin makes it all the more stressful. We promise you, Happy Charting will NOT add to your workload. If anything, reducing your paper and setting up a system that supports your growth long-term will be the best decision you ever make. We’re also affordable at $50/month.

2 Co-Founders - Acupuncture Clinic Owners

It’s the absolute best when you can pair with someone else to delegate the running of the clinic. Likely one of you is in charge of finding the right software but what’s more important is that BOTH of you love it, and it’s easy to learn. AND it’s affordable for just the two of you. Happy Charting is exactly that. We are the perfect software to help you keep your schedules full and not spend too much time trying to learn a new software. Having all your charts digitally organized helps too ;) - $60/mo.

Acupuncture Clinic Owner - 2-5 Practitioners

Okay, so you’ve got multiple practitioners. And you own the clinic. Which means you run the clinic. We all know managing, training, hiring, paying staff can be a full-time job. With that said, it’s important YOUR charting software makes your life simpler, not harder. It should give you back your time, not take up more of it. We have MANY multi-practitioner clinics who find it a blessing that they found Happy Charting. It’s affordable no matter how many practitioners you have. It’s so easy for each practitioner to learn how to use it because it’s so dang simple.

2-3 Practitioners - $60/mo, admin staff are free
4-5 Practitioners - $75/mo, admin staff are free

Acupuncture Clinic Owner - 6-10 Practitioners

With this many practitioners, it’s your responsibility to make sure your clinic, your brand and all of your staff are well-protected. Against audits, legal cases, insurance etc. Not only that but I’m sure your paper is piling up by the minute if your file cabinets aren’t already bulging at the seams. Happy Charting is a breath of fresh air for everyone. It’s super affordable, you won’t find a better price per practitioner and once implemented, you’ll be wishing you’d done it sooner.

We serve many multi-practitioner clinics with incredibly high traffic and number of patients, and STILL manage to make their charting go just as fast, if not faster than when using paper.

6-8 Practitioners - $100/mo, admin staff are free
9-10 Practitioners - $120/mo, admin staff are free

Community Acupuncture Clinic - Solo-Practitioner

Happy Charting originally was built for community acupuncturists. That’s why we’re so fast. Our first Founding Member was doing 200+ patients per week and killing it. So aside from being super affordable to allow you to sustain your affordable prices (we give a 15% discount), Happy Charting has been designed so you can sign charts in between patients, even in a community acupuncture setting. We have many community acupuncturists who can attest to this - using their laptop or iPad right next to their patients or in another room and charting right after each patient, with no charts to do at the end of the day.

Community Acupuncture Clinic - Multi-Practitioner

I thought private multi-practitioner clinics had a lot of traffic flow but that was BEFORE we had many multi-practitioner community clinics use us. It’s incredible to see. Happy Charting is no stranger to supporting multiple practitioners with a database of 1000s of patients, 100s of charts per week and keeping everyone up to date and on track with their charting requirements. What’s most important is each chart record is quality, and each practitioner does their job. Which you as the owner can easily check with Happy Charting. There’s also a 15% discount which helps go toward providing affordable rates.

Multi-Location, Multi-Practitioner Acupuncture Clinic

Do you have multiple locations? And you’re ready to move away from paper? It’s often a smart move considering the increasing pressure to move online. But it can be daunting when you’ve used paper for so long. You know your system works and moving to electronic records is unknown. If you feel this way, Happy Charting is perfect for you. Aside from the fact that you can’t beat our prices, we have helped multi-location, multi-practitioner acupuncture clinics make the switch. And once they had, they were so glad that they did. Each location has its own database of patients and their own account. And Happy Charting makes it easy for everyone to switch from paper.

Who is Happy Charting NOT for?

If you need:

• Integrated Scheduling

• All-in-One Practice Management Software

• Handwriting on Screen Capabilities

• Herbal Inventory Management

• Payment Connection to Square

• Integration with Mailchimp/Email Marketing

• Integration with Insurance Billing Companies

• Patient Portal

• Voice to Text

• Draw on Diagrams

• Multiple Chart Templates for Different Services

• Different Intake Forms for Different Services

• Payroll and Employee Management

We do not have these features. However a few of these features will be on our roadmap, so if you let us know which ones you’d like but are happy to wait for in the future. We can keep you updated on our progress to develop these.