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Epi’s Management Features

Integrated Appointment System

Create a counseling registration form to allow clients to submit requests directly.

  • Generate registration and booking pages
  • Flexible Intake form creation
  • Client application and appointment integration
Violet Counseling Services
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Enhance accessibility to your center by linking a booking site where clients can schedule appointments themselves.
  • A booking site with privacy protection
  • Easy client appointments and notifications
  • Freely enable/disable appointment changes and cancellations online/offline
Create consent forms, agreements, and questionnaires freely and send them to clients.
  • Clients can conveniently sign and submit them directly via their mobile phones.
  • Automated document management ensures no missing paperwork.
  • You can send various types of psychological assessments.
No more worries about organizing session notes.
  • Create and use different types of notes and reports freely.
  • Easily upload files such as Word documents, images, Excel, and more.
Experience Flawless Appointment Management for Frequent Changes
  • Easily manage appointment changes, cancellations, and no-shows.
  • Reduce no-shows with appointment reminder notifications.
  • Create memberships and manage their usage or rollover features.
  • The secure calendar, shared among multiple therapists, enhances privacy and security.
  • Do you have multiple counseling rooms? View all counseling room schedules at a glance.
Track attendance, payment status, and session notes directly from the calendar.
  • Easily identify completed payments and unpaid balances at a glance.
  • Quickly view canceled or no-shows.
  • Check the status of session notes or log entries to ensure none are missed.
Easy Sales Inquiries, Accurate Management
  • Manage service package sales
  • Manage client copayments for vouchers
  • Manage individual counseling sales
  • Manage cancellation fees
View a clear breakdown of your center’s revenue
  • Individually manage team members' sales
  • Manage sales affected by no-shows and cancellations
  • View center revenue
Client Management to Build Trust with Your Clients
  • Notification messages and SMS sending features
  • 1:1 messaging for direct communication without revealing your phone number
  • Manage client cancellations and changes
Enhance client accessibility
  • Documents sent by the therapist are delivered directly to the client's mobile phone
  • Clients can easily submit documents via Android or iOS devices