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WealMD

Telehealth Workflows for HRT Clinics

WealMD connects virtual appointment scheduling with patient records, clinical notes and follow-up tasks. HRT clinic teams can use browser-based video with their configured video integration. Confirm your video, portal and communication setup during a demo.

Virtual Appointments & Clinical Records

Choose the virtual visit location when creating an appointment, assign the provider and send a patient email invitation. Review the chart and document the encounter with SOAP or progress-note tools.

Video Integration Options

Review the browser-based video integration enabled for your clinic, including its setup, supported devices, patient joining experience and data-handling requirements.

Patient Messaging (Beta)

Patient-chart messaging is marked Beta. Confirm access, staff responsibilities and your response process before using it for patient follow-up. Related task queues can organize work assigned to the care team.

How a Virtual Visit Fits Your Workflow

Schedule the appointment, review the patient record, conduct the virtual consultation, complete the note and assign follow-up work. Prescription authoring and lab review remain separate clinician workflows. Bring this sequence to your demo so the team can show the relevant screens.

Illustration of a clinician and patient connected through a video visit.

Telehealth Questions for Your Demo

What telehealth access should I confirm?

Confirm telehealth access, the selected video integration and any setup requirements with the WealMD team. These specifications do not establish a price or inclusion in every plan.

The specifications describe an e-Rx authoring workflow with provider review and sign-off. Ask the team to demonstrate how it fits the virtual encounter and your pharmacy configuration.

Patients join through the video service configured for your clinic. Review the patient invitation, supported devices and joining steps during your demo.

The specifications describe role-based permissions, 2FA controls and audit records. Obtain current deployment and video-integration security documentation and discuss your clinic’s privacy requirements with the team.

See Your Virtual Visit Workflow

Bring your virtual visit sequence, patient invitation process and follow-up requirements. Book a WealMD demo or compare all EMR features.