Who is Happy Charting for?

If you:

  • use paper

  • are not technical

  • have never used EMR/EHR or charting software before

Then you’re the perfect fit for us.

Happy Charting is the go-to software for acupuncturists who aren’t tech-savvy.

Many of our practitioners also offer multiple services, and it’s important that their charting records capture all the necessary information accurately and efficiently.

If you provide more than just acupuncture and TCM services - no problem. Happy Charting can easily support all aspects of your practice.


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


Customizable Templates for Every Acupuncturist

Our templates are fully customizable, ensuring that every section you currently record on paper can be seamlessly recreated within Happy Charting. You’ll never have to compromise on your charting workflow - simply tailor each template to fit your exact clinical and administrative needs.

For Practitioners Who Bill Insurance

Please note:

  • Happy Charting is not a clearinghouse.

  • We do not submit insurance claims on your behalf.

  • We do not integrate directly with third-party billing systems such as Holistic Billing, Office Ally, or similar providers.

However, we proudly partner with Anabel at Mindful Billing, who specializes in acupuncture insurance billing. She can assist you in setting up your charting and form templates within Happy Charting to meet your specific insurance documentation requirements.

Your templates can be easily created within the system, allowing you to generate downloadable PDF reports that can then be submitted to the appropriate parties.

The same process applies to specialized reporting needs, including veterans’ services, workers’ compensation, and audit compliance.

New Acupuncture Clinic Owner

If you’re just starting out, having a reliable EMR software to manage patient records and charting requirements is essential. Happy Charting is ideal for new clinics thanks to its simplicity and flexibility - it grows as your practice grows. We serve many busy, high-traffic clinics, and our New Clinic Plan at $15/month for your first six months helps you maintain strong cash flow while getting your practice off the ground.

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Part-Time Acupuncture Clinic Owner

Right now, your goal is to fill your schedule and grow your patient base. With Happy Charting, you can stay compliant with your charting requirements - giving you one less thing to worry about. As your practice expands, your charting system will scale seamlessly. Our Part-Time Plan is just $30/month (for those working under 24 hours per week), making it an affordable and efficient choice trusted by many part-time clinic owners.

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Part-Time - Acupuncture Side Business

Do you currently work another job or at another clinic? If your goal is to grow your own acupuncture practice into a full-time business, Happy Charting is the perfect investment in your future. Many acupuncturists in your position choose Happy Charting because it’s affordable now and continues to support them as they scale. At just $30/month, you can build a professional foundation for your growing side business - joining many others who are transitioning to full-time practice.

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Contractor: Non-Acupuncture Clinic

Are you an acupuncturist working within a multi-service wellness clinic - perhaps one offering massage therapy, chiropractic care, or general wellness? Many of our users are independent contractors who are the only acupuncturist in their clinic and need their own secure charting system. Happy Charting gives you control of your patient data and record-keeping, independent from the clinic’s systems.
Pricing is straightforward: $30/month for part-time (under 24 hours/week) or $40/month for full-time. Whether you pay directly or the clinic covers it, it’s a smart, affordable solution.

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Full-Time Solo-Practitioner Clinic

If you’re working 24 or more hours per week, you need an EMR software that’s fast, efficient, and easy to use. Happy Charting fits the bill perfectly. Managing a full-time practice is demanding, but your charting shouldn’t add to your workload. By going paperless and implementing a system designed for long-term growth, you’ll streamline your operations and reduce stress. Our Full-Time Plan is affordably priced at $40/month - a small investment with big returns.

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Acupuncture Clinic - 2 Practitioners

Partnering with another practitioner can make running your clinic far more efficient - but you both need software that’s simple, intuitive, and budget-friendly. Happy Charting is designed to meet those needs. It’s easy to learn, keeps your schedules organized, and ensures your charts are securely stored and accessible. The 2-Practitioner Plan is just $60/month, making it an excellent value for 2 co-owners.

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Acupuncture Clinic – 3-10 Practitioners

With a team of practitioners, it’s your responsibility to protect your clinic, your brand, and your staff - especially when it comes to compliance, audits, and insurance. Paper files can quickly become overwhelming. Happy Charting offers a clean, efficient, and secure digital solution that scales with your clinic. We support many high-volume, multi-practitioner clinics that have seen faster, more organized charting than ever before.
3–10 Practitioners: $100/month, with free access for unlimited admin staff.

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Community Acupuncture Clinic – Solo Practitioner

Happy Charting was originally designed for community acupuncturists in mind - speed and simplicity are built into its DNA. Our very first member was a community acupuncturist treating over 200 patients per week, and the system was built to keep up. You can chart between sessions, during treatments, or immediately afterward, ensuring nothing piles up at the end of the day. We also offer a 15% discount for community clinics to help maintain affordable pricing for your patients. If you’re full time, it’s very affordable at $34/month, and if you’re part time, it’s $25.50/month.

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Community Acupuncture Clinic – Multi-Practitioner

If you manage a busy multi-practitioner community clinic, you understand the importance of staying organized. Happy Charting supports clinics with thousands of patients and hundreds of charts per week, keeping all practitioners aligned and on top of their documentation. Each practitioner maintains high-quality charting standards, and as the clinic owner, you can easily review records and ensure compliance.
Community clinics receive a 15% discount, supporting your mission to provide accessible care at sustainable rates. If you’re have 2 practitioners, it’s very affordable at $51/month. If you have 3-10 practitioners, it’s $85/month.

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Multi-Location, Multi-Practitioner Acupuncture Clinic

Running multiple locations can make transitioning from paper to electronic records feel daunting - but it doesn’t have to be. Happy Charting simplifies the process with an affordable, proven system trusted by multi-location, multi-practitioner acupuncture clinics. Each location has its own secure database and account, keeping operations organized while maintaining data privacy.
Our clients consistently tell us that switching to Happy Charting was one of the best decisions they’ve made - saving time, improving efficiency, and making compliance easy.

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If you already have paper templates that work well for your clinic, we can help you transition them into Happy Charting. Our team will work with you to ensure that your digital templates mirror your paper forms perfectly - so you maintain compliance, meet all documentation requirements, and simplify your workflow.

Bringing Your Paper Templates Online

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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 currently offer these features, and they are not planned for development in the near future. If these capabilities are essential to your practice, we recommend reviewing our Top 20 Acupuncture EMR Report to help you find the best fit for your needs.

However, if you’re looking for a simple, standalone charting and forms solution, Happy Charting is exactly what you’re looking for.

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Top 20 Acupuncture EMR Report

Compare pricing & features of 20 different acupuncture EMR softwares that most acupuncturists use.

GET THE ACUPUNCTURE EMR REPORT