The Practice Management System Built for Holistic & Integrative Medicine
You dedicated your career to healing traditions that see the whole person — body, mind, and spirit. You shouldn't force your practice into software built for Western biomedicine or drain revenue on overpriced systems that don't speak your clinical language. Oli delivers AI-powered practice management that costs 75% less than competitors — purpose-built for practitioners who work outside conventional medical frameworks.
The Reality of Running a Holistic & Integrative Practice
Oli is purpose-built to honor the longitudinal, whole-person nature of integrative care.
Multi-Modal Treatments Defy Linear Documentation
One session combines acupuncture, moxibustion, cupping, and herbal prescriptions. Or botanical medicine, clinical nutrition, homeopathy, and lifestyle counseling. Or panchakarma protocols spanning weeks. Western EMRs expect "diagnosis → single intervention" linearity. Your integrative approach needs documentation that captures simultaneous modalities, layered protocols, and interconnected recommendations.
Complex Formulas, Remedies, and Protocols Evolve Continuously
TCM herbal formulas with 10-15 herbs and specific ratios. Ayurvedic formulations with anupana and seasonal adjustments. Homeopathic remedies with potency progressions. Botanical prescriptions with supplement stacking. Each tradition has its own prescribing logic — and formulas change as patients respond. Tracking prescriptions across months or years without systematic documentation becomes overwhelming.
Extended Consultations Compress Revenue
Initial constitutional assessments run 60-120+ minutes. Comprehensive case-taking demands narrative depth. Patient education is therapeutic intervention, not optional add-on. Standard scheduling tools built for 15-minute visits create bottlenecks when your shortest appointment type is 45 minutes and your longest exceeds two hours.
Insurance Rarely Covers — Revenue Models Must Adapt
Most holistic practices are primarily cash-based or extended-health-benefit dependent. Treatment packages, session series, membership models, remedy dispensing, supplement sales — each practice type combines revenue streams differently. Generic billing software built for insurance claims doesn't match your payment reality.
Treatment Efficacy Requires Longitudinal Tracking
Acupuncture works through cumulative effect across 10-30+ sessions. Homeopathic constitutional cases unfold over years. Panchakarma protocols span weeks. Colonics series require precise spacing. Float therapy builds through repetition. Without systematic longitudinal tracking, you lose the thread of long-term healing progression.
Work Smarter. Document Faster. Care Better — With Oli AI
Spend your time healing — let Oli handle the rest.
AI Scribe
Real-time encounter transcription. Oli turns your conversation into a clinical note.
See how Oli AI saves clinicians 2+ hours a day.
How Oli Transforms Holistic & Integrative Practice
Documentation That Honors Your Diagnostic Framework
Narrative case depth — full symptom pictures, life context, causation timelines, not reductionist checklists.
- Tradition-specific charting — TCM patterns, Ayurvedic constitutions, homeopathic case-taking, naturopathic assessments, reflexology zone maps
- Multi-modal treatment notes — capture simultaneous modalities in one integrated record
- Longitudinal tracking — pulse and tongue evolution, dosha shifts, constitutional changes, remedy responses, reflex point progression
- Custom template builder — match your tradition, methodology, and clinical reasoning
- Treatment correlation — AI highlights which interventions correlate with improvement across sessions
- Practitioner-specific language — document in Sanskrit, Pinyin, Latin botanical, or common names
Comprehensive Formula, Remedy, and Protocol Management
Herbal formula tracking — chronological prescriptions with potencies, doses, and patient responses.
- Herbal formula tracking — classical bases with modifications, individual herb dosages, preparation methods, dosing schedules
- Remedy prescribing history — chronological prescriptions with potencies, doses, frequencies, and patient responses
- Supplement protocol management — multi-product protocols with dosing, timing, and stacking sequences
- Formula evolution — compare what worked vs. what required adjustment across months or years
- Preparation instructions — decoction timing, anupana details, administration schedules shared with patients
- Inventory awareness — optional tracking if you dispense herbs, remedies, or supplements
- Patient portal access — patients view complete formulas, dosing instructions, and dietary recommendations
Scheduling Engineered for Holistic Treatment Rhythms
Treatment series management — schedule acupuncture courses, panchakarma sequences, colonics series.
- Extended consultations — 60-120+ minute initial assessments with flexible follow-up durations
- Treatment series management — schedule acupuncture courses, panchakarma sequences, colonics series, float packages
- Spacing enforcement — recommended or required intervals between sessions for optimal efficacy
- Seasonal protocols — recurring appointments for ritucharya, constitutional tune-ups, preventive care
- Equipment and room scheduling — treatment rooms, float tanks, therapy suites with automatic turnover buffers
- Patient self-booking — online scheduling by appointment type with appropriate durations
- Buffer time automation — preparation, documentation, and centering time between intensive sessions
- Community models — block scheduling for community acupuncture and group sessions
Revenue Models Built for Holistic Practice Reality
Treatment packages — sell 5, 10, or 20-session series at discounted rates with automatic tracking.
- Treatment packages — sell 5, 10, or 20-session series at discounted rates with automatic tracking
- Membership models — monthly recurring billing for regular maintenance clients
- Remedy and supplement sales — track dispensing with inventory management
- Panchakarma programs — bundled pricing for multi-day/multi-week protocols
- Duration-based pricing — charge appropriately for consultation complexity and time
- Insurance receipts — generate documentation for extended health benefit reimbursement
- Sliding scale support — flexible pricing for community care models
Patient Portal for Education and Engagement
Treatment plan visibility — patients access their diagnosis in accessible language with care recommendations.
- Treatment plan visibility — patients access their diagnosis in accessible language with care recommendations
- Formula and protocol access — complete prescriptions, dosing, preparation instructions available anytime
- Dietary and lifestyle guidance — tradition-specific recommendations (TCM dietary therapy, Ayurvedic ahara/vihara, naturopathic nutrition)
- Preparation protocols — pre-session instructions delivered automatically upon booking
- Progress tracking — patients see their healing journey and understand treatment evolution
- Educational resources — condition-specific information reinforcing between-visit understanding
- Secure messaging — answer questions within boundaries you control
- Self-scheduling — book appropriate appointment types 24/7
Telehealth for Remote Holistic Care
Full case-taking remotely — constitutional assessments, follow-ups, remedy consultations.
- Integrated video — conduct consultations without separate platforms
- HIPAA-compliant — healthcare-grade security for sensitive discussions
- Full case-taking remotely — constitutional assessments, follow-ups, remedy consultations
- Geographic reach — serve patients nationally or internationally where permitted
- Seamless documentation — notes flow identically whether in-person or virtual
- Protocol adjustments — review responses and modify formulas remotely
Multi-Practitioner and Multi-Modality Clinics
Cross-modality care plans — patients receiving multiple holistic treatments see integrated records.
- Side-by-side calendars for multiple practitioners across traditions
- Treatment room and resource scheduling — therapy suites, float tanks, procedure rooms
- Shared patient records — collaborative care across modalities with unified context
- Practitioner specializations — acupuncturist vs. herbalist vs. naturopath vs. bodyworker
- Individual permissions — role-based access controls per staff role
- Cross-modality care plans — patients receiving multiple holistic treatments see integrated records
The Oli Difference: Power at 1/4 the Price
Enterprise-grade capabilities without the enterprise price tag. Modern AI architecture allows us to pass savings directly to you.
Why 75% less expensive?
Modern AI architecture from day one. No legacy system maintenance. Cloud-native efficiency. We pass savings directly to practitioners. More capability. Less cost.
Built for Your Privacy and Compliance Requirements
We adhere to the strictest global standards to ensure your practice and patient data remain secure, private, and compliant.
HIPAA Compliant
United States
PIPEDA Compliant
Canada
United States
Data Residency
Canada
Data Residency
Ready to Transform Your Practice?
Join thousands of practitioners who trust Oli Health to streamline their workflow and deliver exceptional care.
One Platform. Every Holistic & Integrative Discipline.
Frequently Asked Questions
Have more questions? Contact our support team.