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Avia Summary

Upvio is a solution provided by Upvio Healthtech. It belongs to multiple categories of digital health solutions including Primary Care, Digital Front Door (DFD), Virtual Health, On-demand Behavioral Health, Virtual Visits (Synchronous + Asynchronous), and Home Health.
Upvio integrates with major EMRs such as Epic, Cerner, and Meditech.
Some other resource(s) that may be helpful in learning about Upvio include: A buyer’s guide to conversational AI and Buyer’s guide to the digital front door

Eliminate repetitive admin, unleash new digital health opportunities all through one blazingly fast, delightful and intuitive platform. 

Upvio is perfect to streamline and automate various operations and processes, such as appointment scheduling, telehealth, messaging, patient monitoring, and payments. 

It is designed to meet regulatory requirements and compliance standards, such as HIPAA and GDPR, and addresses common pain points and challenges such as complexity, unfriendly interfaces, technical issues, lack of support, communications issues, patient engagement, data management, new revenue streams, and scaling, customization, and reporting. 

Upvio offers features specifically tailored to the healthcare industry, such as automated reminders, customizable forms, full telehealth features, a virtual waiting room, and remote vital signs assessment. 

It is an affordable solution with easy integration and support for varying levels of technical expertise, including dedicated account managers for setup and ongoing support.

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Product capabilities

Access & Scheduling

Unparalleled Appointment Scheduling Remarkably easy to manage multiple calendars, staff, locations, teams and timezones. Unshackle traditional experience Self-service and digital-first booking experience. Allow patients to manage their appointments on any device. Front desk happiness Reduce unnecessary admin time and free up the front desk heroes to focus on patient care. Practitioner’s dream Cut back your admin and take control of your calendar. Avoid clashes and work from anywhere. Customize booking pages with your own branding Enable appointment bookings outside of business hours. Customize your booking page with your logo, images and more. Effortlessly embed it into your existing website. 90% BOOK APPOINTMENTS ONLINE Composite image of app interface showing staff selection Composite image of app interface showing staff selection Ding-dong, reminder. Reduce no-shows with automated email and SMS reminders. Notify staff when an appointment is created and changed. Effortlessly embed it into your existing website. 40% REDUCTION IN NO-SHOWS Seemingly impossible scheduling needs, delivered through unseen features Easily but comprehensively control services, staff, locations, and shifts. Avoid clashes, double bookings and unnecessary admin. CUT ADMIN BY 50% Composite image of app interface showing staff selection Composite image of app interface showing staff selection Group treatments with ease Avoid unnecessary communication and simplify group bookings. Easily book multiple patients and staff in one session. 96% ARE HAPPY WITH VIRTUAL CARE Features to up the ante! Complex scheduling made easy Run group and recurring bookings, ad-hoc appointments, and more. We provide the most powerful features in the industry. Customizable booking pages Easily create your own branded booking page, embed it into your website or simply share the link. Powerful scheduling for teams Manage multiple staff, businesses, locations and services. Set different roles with access level rights. Custom notifications to all Set dynamic email and SMS notifications for patients and staff. No-shows no more! Sync all calendars across the team No more calendar clashes! Sync all calendars and avoid double bookings. Accept online payments Credit card payments at the time of appointment setting to reduce no-shows. Location flexibility Ability to set virtual and physical locations for hybrid teams. Reoccuring & ad-hoc appointments Convenient setup of recurring appointment series. Create ad-hoc booking. User-friendly dashboard View upcoming appointments, SMS credits, reviews and feedback. Individual practitioner settings Select specific services for each member, their location, break times and more. All fully HIPAA & GDPR-compliant Services are fully HIPAA and GDPR- compliant to provide trustworthy care. Digital intake via custom forms Free up the front desk team with digital forms created with our no-code form builder. Match staff to rooms & services Manage multiple staff, services, different treatment rooms, and locations - we can do it. Multi-staff bookings Provide the option of inviting two or more staff to be present at the same time. Group bookings You can even invite a group of patients to the same appointment.

What is access & scheduling?
Ability to provide multilingual and omni-channel options. No app download or authentication required for patients/members. Navigation and scheduling through existing channels, with provider launch from the EHR. Allow for patient link distribution to family members. Proxy support is provided.
EHR integration

Acute care EMR, Ambulatory EMR, Ancillary EMR, ERP system, Patient portal, Pop health platform, Home health, Behavioral health, Community based organizations, ADT, Access +/or revenue cycle, Credentialing, Website / public online sources, Other
Use case dependent
Epic, Cerner, Meditech, Allscripts, NextGen, athena, GE, eClinicalWorks, McKesson, Other, Allscripts/Eclipsys, Athenahealth, Azalea Health/Prognosis, CPSI, Evident, Healthland, MEDHOST, MedWorx, QuadraMed, Self-developed, Would prefer not to disclose
Desktop, Mobile / Tablet (web optimized), Mobile / Tablet (native app), Other
Use cases and differentiators

More than Digital-First, Digital-Only

One seamless powerhouse to manage appointment scheduling, forms, video call, chat, patient portal, and payments. Digitize and automate repetitive, growth-hampering, non-patient-facing tasks and focus on patient care.

Flexible care through video calls

Leverage secure video calling tools fully integrated with your appointment scheduling to treat patients from anywhere and anytime. Treat patients in a way that fits your lifestyle. 

64% prefer virtual-only or hybrid.

Offer virtual private & group consultations

Deliver crips and secure consultations to multiple patients and staff with various virtual and physical locations. 

69% say easy-to-use technology encourages bookings.

Complex appointment schedules with ease

Easily but comprehensively control services, staff, virtual locations, shifts and timezones.

68% will choose you for your online scheduling.

One powerhouse platform

One seamless platform to streamline appointments, build forms, run video calls, respond via messenger and take payments.

50% cite admin as the main burden.

All fully HIPAA & GDPR-compliant

Offer a safe and secure environment for you and your patients. All services and tools are fully HIPAA and GDPR-compliant to provide a trustworthy, comfortable care experience.

96% are happy with virtual care.

No front desk - still get paid upfront

Payments via Stripe and PayPal at the point of booking. No front desks, no problem - collect payments upfront digitally.

40% reduction in no-shows.

Stunning Features to Fuel Your Virtual Powerhouse

Customizable booking pages

Easily create your own branded booking page, embed it into your website or simply share the link.

Build forms, no coding required

Improve efficiency with digital forms, built using Upvio form builder.

Video appointments with groups

The more the merrier, facilitate groups conveniently.

Powerful scheduling features

Practitioners and patients never had an easier way to manage their appointments.

Convenient consultation delivery

Credit card payments at the time of appointment booking. Brings relief to your practitioners.

Multi-staff bookings

Provide the option of inviting two or more staff to be present at the same time.

Group bookings

Enable inviting a group of patients to the same appointment.

Virtual locations

Ability to set multiple virtual locations for your team members.

Recurring appointments

Allow easy setup of recurring appointment series.

Chat during video calls

Communicate to all participants during virtual appointments including file sharing.

Individual practitioner settings

Select specific services each team member provides, their location, break times and more.


  • Unlimted appointments
  • Customizable booking page
  • Embed booking page into your site
  • Multi calendar sync
  • Group bookings
  • Multi-staff appointments
  • Ad-hoc appointments
  • Recurring appointments
  • Selective booking dates
  • Buffer, gaps and limits
  • Multiple locations
  • Virtual & physical locations
  • Simple & in-depth dashboards
  • Pair appointments with treatment rooms
  • Custom service
  • Create multiple businesses
  • Bookings with request approval

Team Management

  • Multi-staff calendar sync
  • Set different team roles and rights
  • Set custom rules for staff
  • Add individual users

Video Consultations

  • Unlimited video consultations
  • Video room
  • Secure and crisp quality
  • Shareable video room link


  • Process online payments via Stripe
  • Process online payments via PayPal
  • Take full and partial payments upfront

Patient Records

  • Store patient records
  • 200 records, then add on


  • Paperless intake forms
  • Customizable forms
  • Unlimited form submissions
  • Unlimited live forms


  • Custom, automated email notifications
  • Unlimited
  • Custom, automated SMS email notifications
  • 100 credits, then add on
  • Usage-based SMS
  • Post appointment follow-ups
  • Coupons

For Upvio practice management software, differentiators go beyond standard EHR functionalities to address specific pain points and elevate the overall user experience for healthcare practitioners, staff, and patients.

Customizable Workflow Management:

One of the key differentiators of Upvio is its highly customizable workflow management system. Rather than adhering to a rigid EHR structure, Upvio allows healthcare practices to adapt the platform to their unique workflows. This flexibility enables practitioners to tailor the software to their specific needs, streamlining processes and optimizing efficiency.

Integrated Financial Management:

Upvio goes beyond traditional EHRs by integrating robust financial management features. These tools empower healthcare practices to efficiently manage payment processing within a single platform. By eliminating the need for third-party financial software, Upvio simplifies financial operations and reduces the risk of errors.

Patient Engagement and Experience:

In today's patient-centric healthcare environment, optimizing patient engagement and experience is crucial. Upvio distinguishes itself by offering a comprehensive set of patient engagement tools, such as appointment reminders, online patient portals, and secure messaging. These features foster stronger patient-provider communication, improved adherence to treatment plans, and ultimately, better health outcomes.

Analytics and Reporting:

Upvio recognizes the importance of data-driven decision-making in modern healthcare. Thus, the software includes advanced analytics and reporting functionalities. Healthcare practitioners can gain valuable insights into practice performance, patient trends, and revenue streams, empowering them to make informed decisions and optimize practice outcomes.

Seamless Interoperability:

Interoperability remains a significant challenge in healthcare IT. Upvio strives to overcome this hurdle by ensuring seamless integration with various EHR systems and other healthcare applications. By facilitating data exchange between systems, Upvio enhances collaboration between healthcare providers and promotes continuity of care.

Differentiators are the key features, functionalities, or benefits that give a product a competitive edge over other offerings in the market. Upvio practice management software capitalizes on these differentiators to stand out from its competitors and gain a strong foothold in the industry.

Customizable and Scalable Solutions:

Upvio recognizes that every healthcare practice has its distinct requirements and growth trajectory. As a differentiator, Upvio offers highly customizable and scalable solutions that adapt to practices of varying sizes and specialties. This flexibility allows healthcare providers to tailor the software to their specific needs, ensuring maximum efficiency and productivity.

Intuitive User Interface and User Experience (UI/UX):

In the fast-paced world of healthcare, time is of the essence. Upvio sets itself apart by providing an intuitive user interface and a seamless user experience. Unlike some competitors with complex interfaces, Upvio prioritizes user-friendly design and navigation, reducing the learning curve for healthcare staff and increasing overall productivity.

Integrated Telehealth and Virtual Care Capabilities:

As virtual care gains momentum, Upvio leads the way by offering robust integrated telehealth capabilities. By providing seamless virtual consultations, remote monitoring, and virtual patient portals, Upvio ensures that healthcare practices can expand their reach and deliver quality care beyond physical boundaries.

Comprehensive Revenue Cycle Management:

Upvio differentiates itself from competitors by integrating comprehensive revenue cycle management features. From accurate coding and billing to claims submission and denial management, Upvio helps healthcare practices optimize their revenue streams, minimizing revenue leakage and improving financial health.

Proactive Customer Support and Training:

To maintain a competitive edge, Upvio invests heavily in proactive customer support and training. While some competitors may focus solely on sales, Upvio prioritizes post-implementation support, ensuring that clients receive timely assistance, training, and guidance to maximize their use of the software.

Data Security and Compliance:

Fully HIPAA and GDPR-compliant. As data breaches and cyber threats loom large, Upvio places great emphasis on data security and compliance. By adhering to industry best practices and regulatory standards, Upvio assures healthcare practices that their patient data is safeguarded against potential risks, differentiating itself from competitors with weaker security measures.

Company information



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