Unified Practice

What Unified Practice does

Unified Practice, Inc. is a U.S.-based, privately held software company founded in 2011 that builds a cloud-based practice management and electronic health record (EHR) platform purpose-built for acupuncture and Traditional Chinese Medicine (TCM) practitioners. The company sells exclusively to the U.S. acupuncture/TCM vertical — serving solo practitioners, multi-practitioner clinics, university teaching clinics, and recent graduates — and reports being "trusted by thousands of practitioners." No external funding rounds, parent company, or subsidiary structure is disclosed; the company appears to be founder-owned and bootstrapped.

The platform delivers scheduling, charting/EHR, billing, payments, reporting, communication, and patient-portal modules accessible from web, iPad, iOS, and Android. The core technical differentiator is a patent-pending, acupuncture-focused iPad charting module with novel SOAP note layouts designed for in-session documentation, backed by a licensed reference library integrating content from Eastland Press, Paradigm, Sports Medicine Acupuncture, Nigel Wiseman, and Matt Callison. Infrastructure is HIPAA-compliant across all features and runs in an SSAE 16 SOC 1 / SOC 2 compliant data center with daily offsite backups and encrypted data transfers. Native integrations span AcupBilling, Handcraft Health, Constant Contact, Lifesize, Fullscript, Office Ally, and Google Calendar.

The revenue model is a three-tier SaaS subscription (Starter $49-$74/mo, Enhanced $74-$114/mo, Premium $99-$152/mo with UnifiedPay; higher without) billed monthly or annually (annual plans offer approximately two free months), plus usage-based add-ons (SMS notifications, Insurance Eligibility Verification at $3.95/check, Waitlist at $5/mo, Service Packages at $10/mo) and transaction fees from integrated UnifiedPay credit card processing. Go-to-market combines product-led self-serve (7-day free trial, no credit card, online plan survey) with inside sales demos, supported by content marketing, SEO, community engagement with TCM practitioner associations, and a university clinic program. The pricing of additional practitioner seats at $32-$38/mo creates natural expansion revenue as practices scale.

Name

Unified Practice

Legal name

Unified Practice, Inc.

Website

https://unifiedpractice.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

1–10 employees

Short description

Unified Practice is a cloud-based practice management and EHR platform built exclusively for acupuncture and TCM practitioners, offering scheduling, charting, billing, payments, and patient communication across web and iPad to thousands of solo and multi-practitioner U.S. clinics.

Ownership category

akta.pro rank

Product category

Acupuncture Practice Management Software

NAICS

Offices of Physicians (6211), Custom Computer Programming Services (541511), Offices of Physicians, Mental Health Specialists (621112)

SIC

Services-Prepackaged Software (7372), Services-Offices & Clinics Of Doctors Of Medicine (8011), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Specialty EHRs (e.g., Behavioral Health, Oncology, OB/GYN, Pediatrics) (HLACAAAC)

akta.pro secondary industries

Patient Engagement, Education & Messaging Platforms (portal/CRM integrated) (HLALABAJ), Patient Intake, Digital Registration & eForms (HLACAEAF), Care Team Collaboration, Secure Messaging & Clinical Communication within EHR (HLACAAAK), EHR Extensions, APIs, App Marketplaces & SMART-on-FHIR Apps (HLACAAAN)

Keywords

• Acupuncture practice management
• TCM electronic health records
• Cloud-based EHR software
• Integrated medical billing software
• Patient portal scheduling software

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Subscription Plans: Three-tier subscription model (Starter, Enhanced, Premium) with monthly and annual billing options. Pricing varies based on whether UnifiedPay payment processing is activated. Annual plans offer approximately 2 free months compared to monthly billing.
2. Additional Practitioner Licenses: Additional practitioners beyond base plan inclusions can be added for $32-38/month or $384-456/year depending on plan tier.
3. Add-on Services: Optional add-ons including SMS notifications (0-50 free, then tiered pricing up to $39.95/month), Insurance Eligibility Verification ($3.95/check), Waitlist feature ($5/month for Starter), Service Package management ($10/month), and Professional Services for data migration and custom forms.
4. UnifiedPay Payment Processing: Integrated credit card processing through UnifiedPay. Lower subscription rates available when UnifiedPay is activated and maintained with at least one successful transaction per billing cycle.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels7 records

Core offering

Unified Practice provides a cloud-based, all-in-one practice management and electronic health record (EHR) platform built specifically for acupuncture and Traditional Chinese Medicine (TCM) practitioners. The platform bundles scheduling, charting/EHR (including a patent-pending iPad charting module), billing, payments, reporting, communication, and a patient portal into three subscription tiers (Starter, Enhanced, Premium), with optional add-ons such as SMS notifications, insurance eligibility verification, waitlist, service packages, and professional services for data migration and custom forms.

Product overview

Unified Practice is an all-in-one, cloud-based acupuncture and Traditional Chinese Medicine (TCM) practice management and EHR platform. The core offering consists of three subscription tiers (Starter, Enhanced, Premium) that bundle essential practice tools including Scheduling, Charting/EHR, Billing, Payments, Reporting, Communication, and Patient Portal modules. Additional add-ons include SMS notifications, insurance eligibility verification, service packages, and waitlist management. UnifiedPay provides integrated credit card processing across all tiers. The platform is accessible via Web, iPadOS, iOS, and Android, with an acupuncture-specific iPad charting module designed for in-session documentation.

Differentiator

Problem solved

Functional benefit

Products and services

• Unified Practice EHR & Practice Management Platform Cloud-based, all-in-one practice management and EHR platform specifically built for acupuncture and TCM practitioners. Bundles scheduling, charting/EHR (including a patent-pending iPad charting module), billing, payments, reporting, communication, and a patient portal. Available via web, iPadOS, iOS, and Android with HIPAA-compliant SSAE 16 SOC 1 and SOC 2 cloud infrastructure. Sold as three subscription tiers (Starter, Enhanced, Premium) with monthly or annual billing.
• UnifiedPay Integrated Payment Processing Integrated credit card processing service for Unified Practice customers. Enables accepting card transactions, storing payment details, and automatic payment collection for visits, repeat orders, prescriptions, or no-shows. Activating UnifiedPay within 30 days of signup lowers the subscription rate across all tiers, conditional on at least one successful transaction per billing cycle.
• SMS Notifications Add-On Usage-based real-time appointment reminder SMS service. Includes 50 free SMS per month on the base plan; tiered pricing from $5.95/month (51–100 SMS) up to $29.95/month (501–1,000 SMS), with additional 500-SMS increments at $10/month each.
• Insurance Eligibility Verification Add-On Automated insurance eligibility verification billed at $3.95 per check (up to 5 CPT codes per verification). Reduces eligibility-related issues by 30–40% and is included in the Enhanced and Premium tier feature set.
• Waitlist Add-On Automated patient waitlist add-on for the Starter tier, priced at $5/month. Helps fill last-minute cancellations and maximize schedule utilization by capturing patients when slots open.
• Service Package Add-On Module to bundle multiple services into single prepaid packages at one price. Available for $10/month on the Starter and Enhanced tiers.
• Professional Services Expert services for new and existing customers, including data migration from prior systems, custom medical form creation, and expert training sessions.

Quantifiable outcome

• Reduce no-shows by 40%
• +3 more outcomes

Named customers7 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

Feature5 records

Partnerships

Eight partnerships are on record, tiered core and minor.

• AcupBillingcoreTechnology or IntegrationAcupBilling integration partner providing specialized acupuncture billing services. Seamless integration with Unified Practice for streamlined insurance claims processing and billing workflow automation.
• Handcraft HealthcoreTechnology or IntegrationHandcraft Health integration partner offering health platform services integrated with Unified Practice for comprehensive practice management capabilities.
• Constant ContactcoreGTM or Marketing PartnerEmail marketing integration with Constant Contact enables HIPAA-compliant email marketing campaigns to patient segments. Available on Enhanced and Premium tiers for targeted patient communication and practice marketing.
• Eastland PressminorOthersLicensed reference library content provider integrated into charting software, offering authoritative TCM and acupuncture reference materials for clinical decision support.
• Paradigm PublishingminorOthersLicensed reference library content provider integrated into charting software with TCM and acupuncture reference materials from Paradigm Publishing.
• Sports Medicine AcupunctureminorOthersLicensed reference library content provider integrated into charting software offering sports medicine acupuncture reference materials for clinical decision support.
• Nigel WisemanminorOthersLicensed reference library content (TCM texts and resources) from Nigel Wiseman integrated into Starter tier charting software for clinical reference.
• Matt CallisonminorOthersLicensed reference library content from Matt Callison integrated into Enhanced and Premium tiers, providing expanded TCM and sports acupuncture clinical references.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Cliniko: Practice management software for allied health and wellness clinics globally. Comparable in serving solo and multi-practitioner clinics with scheduling, charting, billing, and patient communication features.
• SimplePractice: Practice management and EHR SaaS for solo and small-group health and wellness practitioners. Competes with Unified Practice for solo health practitioners needing scheduling, charting, billing, and client portal functionality.
• Power Diary: Practice management system for allied health and medical practitioners with scheduling, clinical notes, invoicing, and telehealth. Directly competes with Unified Practice for small health clinics across multiple specialties.
• Jane App: Cloud-based practice management platform widely used by allied health and wellness practitioners (including acupuncturists, chiropractors, and massage therapists). Direct competitor for solo and small-clinic acupuncture workflows with charting, scheduling, billing, and online booking.

Broad incumbents

• DrChrono: iPad-first EHR and practice management platform for physicians. Comparable in its mobile/iPad charting emphasis and full-suite approach, although it targets a broader physician audience.
• Kareo (Tebra): Cloud-based clinical and practice management platform for independent practices and billing companies. Broad incumbent competing for the same small-practice EHR/billing buyer with a wider portfolio.
• Practice Fusion: Large, established cloud-based EHR for independent medical practices. A broader incumbent whose general-purpose templates and workflows overlap with Unified Practice's charting and billing capabilities at the lower end of the market.

Emerging players

• ChARM Health: Cloud-based EHR and practice management with specialty templates including complementary and alternative medicine. Partial overlap with Unified Practice's specialty-focused approach, particularly for acupuncture and integrative practices.

Others

• Fullscript: Supplement-dispensing platform already integrated with Unified Practice. Relevant as an ecosystem partner and adjacent technology for integrative health practitioners.

Regional players

• Acuity Scheduling: Scheduling and client-management tool used by many wellness practitioners including acupuncturists. Competes most directly with Unified Practice's scheduling module rather than the full EHR suite.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/unified.practice
• LinkedInlinkedin.com/company/unified-practice
• Xx.com/unifiedpractice

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Unified Practice