Clinic Scheduling & Appointments
WealMD helps TRT, BHRT and menopause clinics organize appointments across providers and locations. Plan visits in calendar views, set up repeat bookings and keep scheduling connected to the patient record.
What can your team do with WealMD?
Calendar Views
Switch between month, week, day and agenda views to review the schedule at the level your team needs.
Patient Email Invitations
Send the patient an email invitation when creating an appointment. Confirm the notification settings you want to use during setup.
Appointment Details
Set the visit date, time, duration and appointment type. Add remarks for staff and distinguish initial consultations from follow-up visits.
Provider & Location Selection
Assign one or more providers and choose the clinic or virtual visit location. Use provider filters to review relevant schedules.
Recurring Visits
Configure recurring appointments for repeat consultations. Review the recurrence pattern and provider availability when setting up the series.
Patient Search
Search for an existing patient or create a new patient record from the booking workflow.
Appointment Reporting
Review completed visits, cancellations and provider activity in the appointment reporting tools.
Status Tracking
Track each booking through its appointment status, from pending or confirmed to arrival, completion or cancellation.
Services & Schedule Export
Add billable services and quantities to a booking. Print the schedule or export appointments for operational review.
See Your Workflow in WealMD
Bring your appointment types, provider roster, clinic locations and follow-up schedule to the demo. Review all WealMD features or book a demo to confirm your clinic’s configuration.