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Features

Practice management software features, in depth.

Every module below exists because a working clinic needed it. One platform, one login, one flat bill. This is the full tour.

Clinic scheduling software

A calendar that knows how clinics actually run.

Providers, rooms and equipment on one screen, with the scheduling shapes real clinics use: multi‑provider package appointments (a MySpark+ exclusive), couples and group sessions, classes with capacity, and round robin auto‑assignment when the patient does not care who they see.

Double booking is blocked at the source. Conflict checks cover co‑providers, rooms, buffers and time blocks, so the front desk never plays calendar Tetris.

  • Multi‑provider packages: one visit, several providers, sequenced automatically
  • Round robin staff assignment with real availability resolution
  • Rooms and equipment as bookable resources
  • Per‑provider buffers before and after appointments
  • Time blocks, working hours and date overrides per staff member
  • Classes and group sessions with capacity limits
  • Color‑coded services, drag to reschedule, day and week views
Online booking

Patients book themselves. You keep control.

A branded booking page resolves your true availability: provider hours, room capacity, buffers, lead‑time rules and blocks. Patients only ever see slots that are genuinely open, and they can reschedule or cancel themselves within the rules you set.

Money is handled at booking: deposits, full prepayment or card‑on‑file, with coupons applied and enforced server‑side.

  • Deposits and card‑on‑file capture at booking
  • Booking lead time and advance‑window rules
  • Package, couples and group booking online
  • Automatic confirmations and multi‑stage reminders by text
  • Self‑serve reschedule and cancel with your policies enforced
  • Embeds on your website or runs standalone
Clinic payments & POS

Checkout lives on the appointment.

Charge the visit, the products and the tip in one screen with no per‑provider platform fees. MySpark+ supports Square and Authorize.net as processors, cards on file, and a real point of sale for retail with inventory tracking.

The money math is done right: per‑line tax allocation, gift‑card‑aware refunds, store credit as tender, and a settlement ledger so a bill is never quietly over or under paid.

  • Square or Authorize.net, your choice per clinic
  • Cards on file with one‑tap saved‑card checkout
  • Invoicing with automatic payment reminders and overdue follow‑up
  • Tips with correct staff attribution for payroll
  • Retail POS with products, variations and inventory
  • Coupons and promo codes, enforced server‑side
  • Store credit, refunds and disputes handled in‑platform
Membership management

Recurring revenue, built in.

Memberships with automatic billing and smart retries, prepaid series and session packs, and gift cards patients can buy from a public storefront without calling the front desk. Credits post when charges succeed, and failed payments follow a retry ladder before anything is suspended.

  • Memberships with drift‑free billing dates and auto‑retry on failures
  • Prepaid series and session packs redeemed at checkout
  • Member rewards that bank toward discounts
  • Gift card storefront: patients buy and send without staff involved
  • Annual and cash A/R plans with alerts, never surprise auto‑charges
Patient texting & calling

One inbox for texts, email and calls.

Two‑way SMS from your clinic's own number lands in a shared team inbox with the full history, and staff can call from the same number with the built‑in softphone. Almost no competitor has calling at all.

Compliance is automatic: consent is tracked per patient, STOP is honored instantly and permanently, and marketing quiet hours are enforced by the platform, not by staff remembering.

  • Two‑way SMS in a shared inbox, visible to the whole team
  • Voice calling built in, minutes included on every plan
  • Email and SMS in one conversation thread per patient
  • Consent tracking, opt‑out handling and quiet hours enforced automatically
  • Branded short links in texts, tracked and carrier‑friendly
  • Appointment reminders that always send, even at your plan cap
Patient intake forms & charting

Paperwork done before the visit starts.

Build intake forms, consents and questionnaires with a drag‑and‑drop builder, send them by text, and watch completion status per patient. Contracts get legally meaningful e‑signatures on a dedicated signing page. On HIPAA tiers, clinical charting and SOAP notes live on the patient record with templates your providers define.

  • Drag‑and‑drop form builder with images and conditional fields
  • Sent by text, tracked through completion, filed on the contact
  • Contracts and e‑signature on a dedicated signing surface
  • SOAP notes and charting with reusable clinical templates
  • Allergy and warning flags surfaced on the patient record
  • Photos and documents in a per‑clinic media library
Email marketing for clinics

Campaigns from the same contact list.

Design email campaigns in a visual editor, segment your audience by tags, visit history and membership status, and send from your own domain with deliverability handled: SPF, DKIM and warm‑up guidance included. No exporting lists to a separate tool that has never heard of HIPAA.

  • Visual email designer with reusable templates and images
  • Audience segments from real clinic data: tags, visits, memberships
  • Sends from your own domain with authentication set up for you
  • Open and click tracking with per‑campaign results
  • Unsubscribes and consent handled automatically
Clinic automation software

Set the rule once. It runs forever.

A visual automation builder wires triggers (booking created, appointment completed, tag added, form submitted) to actions (send a text, send an email, add a tag, notify staff) with delays in between. No‑show follow‑ups, rebooking nudges and welcome journeys run without anyone remembering to do them.

  • Trigger‑action builder with timed delays and branching by tags
  • Multi‑step patient journeys, not just single autoresponders
  • Loop‑safe by design: automations cannot trigger themselves in circles
  • Every run logged, so you can see exactly what fired and why
Staff management

Schedules, timesheets and permissions that fit a clinic.

Working hours and bookable hours are separate concepts, the way real clinics need them to be. Staff clock time flows into timesheets and wage reports. Roles scope what everyone can see and do, from front desk to provider to manager, and internal notifications route to the right people by group presets.

  • Staff scheduling with per‑day working and bookable ranges
  • Time‑off and schedule‑change requests with manager approval
  • Timesheets and wage reports, tips attributed correctly
  • Role‑based permissions down to individual panels
  • Staff notifications routed by team presets: bell, email or SMS
Clinic reporting

Know your numbers without exporting a thing.

Revenue by provider with credit going to whoever performed the service, not whoever ran the card. Rebooking rates, membership growth, labor versus sales, product performance and appointment volume, all live, all from the same data the rest of the platform runs on.

  • Revenue by provider, service and product
  • Labor versus sales with tips included correctly
  • Rebooking and retention views
  • Membership and recurring‑revenue tracking
  • Transaction history with full payment detail
Patient portal

Patients help themselves, securely.

Patients sign in with a one‑time text code, no password to forget or reuse. From there they see upcoming and past visits, fill out assigned forms, pay invoices and manage their communication preferences. Less phone tag for your front desk, more control for the patient.

  • Passwordless sign‑in by SMS code
  • Appointments, forms, invoices and receipts in one place
  • Online invoice payment with saved cards
  • Patient‑controlled communication preferences
Platform

Honest infrastructure, modern pace.

MySpark+ ships improvements weekly, included in your plan. Usage is metered honestly: when you need more email, SMS or voice in a busy month, prepaid top‑up packs start at $10. And the promise that matters most is structural: automated patient messages like appointment reminders always send, even if you hit your plan cap. Growth‑critical messages are never held hostage.

  • Flat plans, staff included, no per‑provider fees
  • Prepaid top‑ups instead of surprise overage bills
  • Transactional patient messages never blocked at cap
  • Mobile web app for on‑the‑go schedules, PHI‑safe by design
  • Multi‑location and agency white‑label support
  • HIPAA‑compliant from the first line of code

See every feature on your own data.

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