Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Acupuncturists dedicate over 750 hours annually to charting, but what if you could redirect that time toward more meaningful activities or relationships? Imagine reclaiming those precious hours of your life—signing a chart in just ten seconds could make all the difference. Are your charts lacking the personalized touch you desire? With Happy Charting, you can tailor it to meet your specific needs. Join the community of hundreds of acupuncturists nationwide who trust Happy Charting for managing their patient records effectively. Picture this: it’s the start of Lily’s workday, and she logs into her Happy Charting account to view her scheduled appointments for the day on the left side of her screen. Jill is set to be her first patient, and eager to prepare, Lily clicks on Jill’s appointment bubble to access her Patient Information, Chart History, and Fast Chart. By reviewing Jill’s Chart History, Lily recalls her ongoing treatment for rheumatoid arthritis, which has been causing her significant joint pain in both hips and knees, in addition to her struggles with sleep. This streamlined approach allows Lily to provide targeted care efficiently, enhancing both her workflow and patient experience.

Description

A specialized CRM and customer engagement solution designed to foster growth and build loyalty among contemporary lenders and financial organizations. As housing prices reach unprecedented heights, interest rates climb, and inventory remains scarce, many borrowers find themselves uncertain about how to realize their aspirations of homeownership. Even with a notable decline in mortgage applications, owning a home remains a crucial investment in the United States. In a conversation with Global Markets Reporter Jill Malandrino, Joe Welu, the Founder and CEO of Total Expert, discussed strategies for lenders to maintain engagement with prospective homebuyers and support their dreams of owning a home. The Total Expert platform is meticulously crafted to cater to the specific requirements of lending and financial institutions, ensuring that digital interactions are as impactful as traditional face-to-face experiences while emphasizing scalable personalization. This approach not only enhances customer relationships but also positions lenders to effectively navigate the complexities of today's housing market.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Capacity No 
Cyclr No 
Denim Social No 
Facebook No 
Insider One No 
LinkedIn No 
X (Twitter) No 

Integrations

Capacity Yes 
Cyclr Yes 
Denim Social Yes 
Facebook Yes 
Insider One Yes 
LinkedIn Yes 
X (Twitter) Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$69 per user per month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Happy Charting

Country

New Zealand

Website

www.happycharting.com

Vendor Details

Company Name

Total Expert

Website

totalexpertinc.com

Product Features

Electronic Medical Records (EMR)

Appointment Management No 
Charting Yes 
Compliance Tracking No 
E-Prescribing No 
E/M Coding No 
HIPAA Compliant Yes 
Handwriting Recognition No 
Integrated Telehealth No 
MIPS Certified No 
Meaningful Use Certified No 
ONC-ATCB Certified No 
Patient Portal No 
Self Service Portal No 
Voice Recognition No 

Healthcare CRM

Audience Targeting No 
Campaign Management No 
Marketing Automation No 
Medical History Records Yes 
Patient Communications No 
Patient Management Yes 
Physician Management No 
Predictive Analytics No 

Medical Scheduling

Appointment Management No 
Billing & Invoicing No 
Drag & Drop No 
Facility Scheduling No 
Multi-Location No 
No-Show Tracking No 
On Call Scheduling No 
Patient Records No 
Patient Scheduling Yes 
Physician Management No 
Recurring Appointments No 
Self Service Portal No 
Staff Scheduling No 

Product Features

Real Estate Agency

Calendar Management Yes 
Client / Property Matching No 
Client Database Yes 
Commission Management Yes 
Contact Management Yes 
Contract Management No 
Email Marketing Yes 
Flyer / Catalog Printing Yes 
Lead Management Yes 
Listing Management Yes 
Property Database Yes 
Website Management Yes 

Alternatives

Alternatives

Mortgage Quest Reviews

Mortgage Quest

Market Focus
AMS Ultra Charts Reviews

AMS Ultra Charts

American Medical Software
MeridianLink Engage Reviews

MeridianLink Engage

MeridianLink