Client portal
Give your clients the VIP experience with their own portal. They can book appointments, fill out forms, view records—all without having to call or email you. It saves them time, it saves you time, and it just feels a lot more modern, right?
All client portal features
Secure Login for Clients
Clients can log in anytime to view their upcoming appointments, complete forms, or check their progress — all protected by top-tier encryption.
Self-Booking 24/7
Let clients book (or reschedule) appointments on their own — no phone tag, no back-and-forth. Your calendar stays up-to-date, even while you sleep.
Complete SurveyForms
New client intake? Consent? Pre-visit questionnaires? Clients can fill everything out online before they walk through the door. No clipboards, ever.
View Records
Clients can access their visit history, treatment plans, and notes you choose to share — helping them stay engaged and informed about their care.
Pay Online, Hassle-Free
Clients can view invoices, pay balances, and even download receipts — all from the portal. Fewer awkward “we’ll email you later” convos.
Appointment Reminders
Clients get automatic reminders via email or text. They can confirm, cancel, or reschedule right from their phone — keeping no-shows way down.
Secure Messaging
Need to follow up with a client or send instructions? Use built-in, HIPAA-compliant messaging to chat securely, no personal numbers needed.
Upload & Share Docs
Clients can upload lab reports, test results, or anything else you need — securely and directly. No messy email chains or lost PDFs.
Manage Patient Tasks
Through the portal, you can assign and track patient tasks, such as completing forms or following post-care instructions. Patients can view these tasks and mark them as complete, making it easier to stay engaged in their treatment plan.
Explore WealMD
Book a demo or discovery call to see how our multi-location EMR solution can support your practice—no commitment required