EMR Features for HRT Clinics
WealMD combines patient intake, scheduling, clinical records, prescriptions, billing and reporting in one EMR and practice management platform for TRT, BHRT and menopause clinics. Explore the workflows below, including AI Encounter, then review solutions for your HRT practice or use our EMR vendor evaluation framework to prepare for a demo.
Scheduling & Appointments
Plan visits with month, week, day and agenda views. Filter the calendar by provider, book directly into a time slot and set up recurring appointments.
Add services, visit type, duration and location to each booking. Send patient email invitations, track appointment status and print or export the schedule for your team.
Patient Records & Clinical Notes
Keep demographics, vitals, allergies, active medications, documents and signed notes together in the patient chart. Search the patient directory and review possible duplicate records across locations.
Document visits with SOAP and progress-note templates, demographic tags and prior-note loading. Clinicians review and sign their notes, create prescriptions and manage assigned lab-review tasks.
Pharmacy integrations: Review prescription routing, fulfillment options and the pharmacy services configured for your clinic during the demo.
Billing & Payments
Build an invoice in four steps: select the patient, add services or products, review totals and record payment. Apply tax and discount settings, track unpaid or partially paid invoices and produce itemized statements.
Payment and claims integrations: Review payment gateway options, electronic claims workflows and setup requirements for your practice.
Reporting & Analytics
Review clinic activity through dashboards for incoming leads, paid invoices and intake progression. Follow the time between intake completion, approval and payment.
Filter invoice, appointment, payment, patient and prescription reports by the relevant dates, providers or locations. Use these records to review collections, scheduling activity and team workloads.
Telehealth
Schedule virtual consultations alongside in-office appointments and link each visit to the patient record. Providers can review the chart, document the encounter and manage follow-up tasks within the clinic workflow.
Video integrations: Review browser-based video options, supported devices and the patient joining experience during your demo.
Tasks & Multi-Location Workflows
Assign tasks to staff and link them to a patient chart. Organize general tasks, lab reviews and prescription sign-offs with list or Kanban views, priorities, due dates and status tracking.
Switch between clinic locations and manage staff access through role-based permissions. Audit records cover patient-chart access, user sessions, database changes and screen activity.
Other integrations: Discuss CRM, provider verification and workflow automation options for your clinic during the demo.
Digital Intake & Patient Portal
Create digital intake questionnaires with text, choice, rating, file-upload and matrix questions. Review submissions in Portal Leads, verify patient information and convert approved leads into patient charts.
Configure portal bookings, form requests and consent workflows for your practice. Patient-chart messaging is marked Beta. Ask which portal settings and Beta features are enabled for your clinic.
AI Encounter
AI Encounter supports clinician-reviewed documentation. Its ambient recording workflow captures the consultation and generates a draft clinical note.
The clinician reviews and edits the draft, completes the SOAP note and signs the encounter. Prescription authoring and lab-review tasks remain separate clinician workflows.
Explore our AI scribe ROI methodology to plan how you will measure documentation time, actual use and costs during a pilot.
See WealMD in Your Workflow
Bring your intake process, appointment types, note templates, pharmacy needs and billing workflow to a WealMD demo. Our team can walk through the relevant screens and confirm the integrations, configuration and Beta features available to your clinic.
HRT Clinic Software Resources
Explore practical resources for evaluating EMR workflows, planning an AI documentation pilot and choosing software for your HRT clinic.
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