Weal offers users powerful tools for managing client interactions, including CRM integration for streamlined contact management and invoicing. In this post, we’ll cover everything from setting up and removing CRM integration to automating client assessments, invoicing, and tracking assessment statuses. Here’s a step-by-step guide to help you navigate these features with ease!

Integrating CRM with Weal

Adding CRM to your Weal account makes it easy to manage client contacts, automate invoicing, and streamline patient assessments. Here’s how to add and remove the CRM integration in just a few clicks.

Adding CRM Integration

To get started with CRM integration in Weal:

1. Navigate to the “Profile” Menu: Begin by clicking on the “Profile” tab from the main dashboard.
2. Navigate to the “Preferences” Menu: Select the “Preferences” tab from the main dashboard.
3. Click on “Integrations”: In the Preferences section, select “Integrations.”
4. Connect to CRM: Locate the CRM integration option and click on “Connect.”
5. Grant Permission: A new tab will open, asking for your permission to connect CRM to Weal. Click the checkbox “Allow this app to use my shared permission” and then click “Allow.”

Once these steps are completed, CRM integration will be active in your Weal account, allowing seamless management of patient contacts, assessments, and invoicing.

Removing CRM Integration

If you need to remove the CRM integration at any point:

1. Navigate to the “Profile” Menu: Begin by clicking on the “Profile” tab from the main dashboard.
2. Go to “Preferences”: Open the Preferences tab on your dashboard.
3. Select “Integrations”: Click on the Integrations option and locate the CRM section.
4. Disconnect CRM: If CRM is already connected, click on “Disconnect.” After confirmation, Weal will remove all permissions and access to your CRM account.

This process ensures you have complete control over CRM access, allowing flexibility if you need to adjust your integrations over time.

Automating Client Assessments with CRM in Weal

The CRM integration enables Weal to automate processes around client assessments, contacts, and invoices, providing a streamlined experience for both providers and clients. Here’s how it works:

1. Contact Creation from Assessments: When a patient completes an assessment in the Weal Client Portal, a contact is automatically created in CRM, allowing for centralized contact management.

2. Invoice Generation Upon Assessment Approval: After the provider reviews and approves an assessment, an invoice is automatically generated in CRM for the patient. This ensures efficient billing without manual entry.

3. Assessment Status Updates: As soon as the patient completes payment against the invoice in CRM, the status of the assessment is updated in Weal. This triggers the provider to start the review and prescription process, expediting treatment.

Managing Client Appointments and Assessments in Weal

With CRM integration, managing client interactions is more seamless than ever. You can create, edit, and delete client appointments while automating key assessment-related tasks.

Creating a New Appointment

To create a new appointment:

1. Open the “Appointments/Activities” Tab: On the left-hand side panel, select the “Appointments/Activities” tab.
2. Select a Provider: From the “Providers Panel,” choose the appropriate provider.
3. Choose a Time: Click on the desired time slot.
4. Mark it as “Virtual” or “In-Clinic”: In the appointment form, specify the appointment type.
5. Save the Appointment: Complete any additional fields and click “Save Appointment” to finalize it.

After following these steps, your appointment will be successfully added to the calendar.

Editing an Appointment

To edit an existing appointment:

1. Locate the Appointment: Navigate to the appointment you want to edit and click on it.
2. Edit Appointment Details: Modify any necessary details in the form that appears.
3. Update the Appointment: Click “Update” to save the changes.

Editing allows you to keep appointment details accurate and up-to-date.

Deleting an Appointment

If you need to delete an appointment:

1. Find the Appointment: Locate the appointment you want to remove.
2. Delete the Appointment: In the form that opens, click “Delete.” This will permanently remove the appointment from your calendar.