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What is Lili?

Lili offers a comprehensive financial platform aimed at making financial management easier for small businesses by integrating banking, accounting, and tax functionalities into one solution. By utilizing Lili, users can avoid the hassle of juggling multiple services and instead focus on growing their business while minimizing time spent on administrative tasks. The platform provides online banking with no minimum balance requirements, no hidden fees, and no overdraft charges, along with a free Visa Debit Card. In addition, their BalanceUp feature ensures that any overdraft of up to $200 on the Lili Visa® Debit Card is automatically covered. Customers can easily create their accounts online within minutes, bypassing the cumbersome paperwork common with other banking options. It's important to note that Lili functions as a financial technology company rather than a bank, with banking services being offered through Choice Financial Group and Sunrise Banks, both members of FDIC. The convenience and efficiency that Lili brings can significantly transform the way small businesses handle their financial activities.

What is Happy Charting?

Acupuncturists often spend more than 750 hours each year on charting tasks, but what if that time could be redirected toward more fulfilling activities or building stronger relationships? Just think about reclaiming those invaluable hours; taking only ten seconds to sign a chart could drastically change your routine. Are your charts missing the personal touch you wish to incorporate? With Happy Charting, customization to suit your needs is entirely possible. Become part of a growing network of acupuncturists across the country who rely on Happy Charting for effective management of their patient records. Envision Lily starting her workday by logging into her Happy Charting account, where she can effortlessly see her appointments lined up on the left side of her screen. Jill is scheduled as her first patient, and with eagerness to get ready, Lily clicks on Jill’s appointment bubble to delve into her Patient Information, Chart History, and Fast Chart. By reviewing Jill’s Chart History, Lily remembers that Jill is being treated for rheumatoid arthritis, which has led to severe joint pain in her hips and knees, along with her ongoing sleep difficulties. This efficient, organized approach empowers Lily to deliver precise care while improving both her operational workflow and the overall experience for her patients, ultimately allowing her to focus on what truly matters. As a result, Lily can ensure that each patient feels valued and understood in their unique journey toward healing.

Media

Media

Integrations Supported

Apple Pay
Google Pay

Integrations Supported

Apple Pay
Google Pay

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Lili

Date Founded

2018

Company Location

United States

Company Website

lili.co/welcome

Company Facts

Organization Name

Happy Charting

Company Location

New Zealand

Company Website

www.happycharting.com

Categories and Features

Business Bank Accounts

Bank Wires
Bill Pay
Billing & Invoicing
Business Credit Cards
Checking Account
Checks
Expense Management
Instant Payouts
No Fee Payments
Rewards
Savings Account
Spend Management

Categories and Features

Electronic Medical Records (EMR)

Appointment Management
Charting
Compliance Tracking
E-Prescribing
E/M Coding
HIPAA Compliant
Handwriting Recognition
Integrated Telehealth
MIPS Certified
Meaningful Use Certified
ONC-ATCB Certified
Patient Portal
Self Service Portal
Voice Recognition

Healthcare CRM

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Medical Scheduling

Appointment Management
Billing & Invoicing
Drag & Drop
Facility Scheduling
Multi-Location
No-Show Tracking
On Call Scheduling
Patient Records
Patient Scheduling
Physician Management
Recurring Appointments
Self Service Portal
Staff Scheduling

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