Weal.app

App Integration for Weal Practice Management

The CRM app integration connects seamlessly with Weal, a trusted practice management application serving healthcare providers. This integration bridges Weal's EMR and client portal with CRM capabilities, enhancing lead management and patient intake workflows. When leads arrive via your website, their name and email are automatically pushed to this CRM for easy tracking and follow-up. Once clients complete assessments on Weal’s client portal, CRM users can review and approve qualified leads. Approved leads are then integrated into Weal's EMR, where backend workflows handle appointment creation and assessment scheduling.

About Weal Practice Management

Weal offers a comprehensive suite of tools designed for healthcare practitioners to streamline and enhance their practice management. Key features include:

• Booking & Scheduling: A straightforward appointment calendar with online booking, repeat appointments, and customizable views, enabling practitioners to focus on patient care without time lost to scheduling.

• Health Records: Fully customizable, securely stored treatment notes that can be accessed on any device. Practitioners can build templates, upload files with ease, and quickly search records while flagging items for later completion.

• Finance Management: Tools to manage invoices, payments, expenses, and taxes, with automatic syncing to client records and schedules, providing a seamless, up-to-date financial overview.

• Monitoring & Analytics: Detailed performance reports that track practice health, patient engagement, and operational efficiency. Analytics reveal valuable insights, helping providers make data-driven decisions for growth.

• Business Management: Multi-location management, internal staff communication, SMS client notifications, and a robust API for custom integrations.

• Client Portal: A secure portal for patients to manage appointments, view records, complete intake forms, and engage with custom surveys—all in one place.

With the CRM integration, Weal empowers healthcare practices to optimize patient engagement from the very first interaction through to long-term care, all within one intuitive platform.