Forms and Charting

Intelligent, All-in-One Charting — Built for Medspas

Zenoti simplifies charting with AI-powered SOAP notes, treatment summaries, and a unified medical records view—giving providers speed, accuracy, and confidence in every consultation.

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End Charting Chaos Once and For All

Uroviders waste valuable time toggling between disconnected tools, chasing incomplete forms, and manually entering chart data, leading to delays and burnout. Zenoti integrates everything into one intuitive, mobile-ready platform—simplifying every step of charting from intake to insights with AI-driven automation.

One Unified Platform

Forms, charts, photos, medical records, and compliance dashboards—all easily accessible across web, tablet, and mobile.

Faster & Accurate Charting

Automate notes with DOT phrases, streamline forms with condition-based logic, and easily access past charts and critical patient information.

Always Compliant

Automatically send forms, track completion in real-time, and maintain documentation compliance effortlessly.

AI Assistance

Generate SOAP notes, treatment summaries, and automatically update records—dramatically reducing workload.

Experience a Seamless Charting Workflow

Zenoti transforms documentation into an effortless, streamlined workflow:

01. Instant Forms Upon Booking

Providers instantly access unified patient medical records, including history, allergies, medications, and previous charts, updated seamlessly from patient-filled forms.

02. Comprehensive Patient Profiles

Providers instantly access unified patient medical records, including history, allergies, medications, and previous charts, updated seamlessly from patient-filled forms.

03. Real-Time Charting

Providers instantly access unified patient medical records, including history, allergies, medications, and previous charts, updated seamlessly from patient-filled forms.

04. Intelligent AI Automation

Providers instantly access unified patient medical records, including history, allergies, medications, and previous charts, updated seamlessly from patient-filled forms.

05. Compliance at a Glance

Providers instantly access unified patient medical records, including history, allergies, medications, and previous charts, updated seamlessly from patient-filled forms.

Flexible Points & Tiered Rewards

Zenoti provides foundational Regular Loyalty Programs and advanced Tiered Loyalty Programs, allowing customized point accrual (pre- or post-tax) and easy redemption online or in-location.

Robust Membership Programs

Create adaptable membership plans offering recurring and non-recurring benefits, automated renewals, and easy management, significantly enhancing your revenue predictability.

Strategic Referral Marketing

Configure attractive rewards for referrals, integrating effortlessly into marketing campaigns. Boost organic growth through effective word-of-mouth strategies.

Streamlined Management & Personalization

Launch your loyalty programs quickly and easily track their effectiveness. Centralized profiles empower personalized interactions and targeted offers for impactful engagement.

Advanced Reporting & Analytics

Leverage comprehensive reporting tools, including Loyalty Program Performance Reports, Guest Retention Summaries, Guest Feedback Summaries, and Referral Effectiveness Tracking to optimize your programs continuously.

“One feature I am really excited about is AI Receptionist. We all know that, like, many of our clients still prefer calling and speaking to somebody to look up, rebook, cancel, modify appointments, or answer questions It just takes so much grunt work off of our plate and still allows us to be on top of those things/”

Sina Zere

Owner and CEO, Buff Wax Spot

“We’re excited about the AI Receptionist potential to streamline guest interactions and reduce front desk workload. It’s a great addition to HyperConnect, which our teams already love using. Testing it gives us a chance to explore how automation can improve booking efficiency and elevate the client experience.”

Macee Martinez

Operations Systems Specialist, Skin Laundry

Integration

Connect Effortlessly with Telehealth Integration

Seamlessly integrate Zoom for virtual consultations, further expanding your service delivery capabilities.