App Integration for Weal Practice Management

• The CRM app integrates seamlessly with Weal, a trusted practice management solution for healthcare providers.
• Key Benefits:
  • Connects Weal's EMR and client portal with enhanced CRM capabilities.
  • Automates lead management and patient intake workflows.
  • Automatically tracks leads from your website (name and email).
  • CRM users can review and approve leads after client assessments on Weal’s portal.
  • Approved leads are integrated into Weal's EMR for streamlined appointment creation and assessment scheduling.

About Weal Practice Management
Weal provides a comprehensive suite of tools to enhance healthcare practice management:

• 🔄 Booking & Scheduling:
  • User-friendly appointment calendar with online booking, repeat appointments, and customizable views.
• 📄 Health Records:
  • Customizable, secure treatment notes accessible on any device.
  • Easy record searching and template building.
• 💰 Finance Management:
  • Tools for managing invoices, payments, expenses, and taxes with seamless syncing to client records.
• 📊 Monitoring & Analytics:
  • Performance reports tracking practice health and engagement, providing insights for data-driven decisions.
• 🗂️ Business Management:
  • Multi-location management, internal communication, SMS notifications, and robust API for custom integrations.
• 🔒 Client Portal:
  • Secure portal for patients to manage appointments, view records, complete intake forms, and engage in surveys.

Empowerment through Integration

• Weal’s CRM integration optimizes patient engagement from the first interaction to long-term care, all on a single intuitive platform.