Welligent

Appointment Scheduling

Welligent’s Appointment Scheduling feature simplifies the coordination of patient visits through a flexible, intuitive interface. It allows users to book, reschedule, or cancel appointments in real time. Integrated calendar tools reduce scheduling conflicts, improve time management, and ensure continuity of care by giving both staff and clients a seamless, accessible appointment booking experience.

Billing and Invoicing

Welligent’s Billing and Invoicing module automates the generation of accurate claims and client invoices. It supports insurance billing, sliding fee scales, and payment tracking. This feature ensures financial transparency, reduces administrative burden, and speeds up reimbursement cycles by integrating with clinical workflows and maintaining compliance with payer-specific billing and documentation requirements.

Charting

Welligent’s Charting system allows clinicians to document client encounters using customizable templates and clinical forms. It supports SOAP notes, assessments, and treatment plans while integrating with other modules. By enabling real-time updates and secure data entry, this feature promotes accurate recordkeeping, streamlines documentation, and supports efficient, coordinated care across the treatment lifecycle.

Client Management (Customer)

The Client Management feature in Welligent centralizes demographic data, service history, and clinical notes into a unified profile. It helps providers track goals, progress, and communication for each client. This integrated system promotes consistent care delivery, streamlines service coordination, and ensures that all team members have immediate access to relevant client information.

Compliance Tracking

Welligent’s Compliance Tracking feature ensures regulatory adherence by monitoring clinical documentation, staff credentials, and audit requirements. It automatically flags overdue items and helps users complete compliance-related tasks. This proactive system reduces risk, simplifies oversight, and ensures healthcare organizations maintain alignment with licensing, accreditation, and payer-specific documentation standards across all services.

Mobile Access

Welligent provides secure Mobile Access through its cloud-based platform, allowing clinicians to manage appointments, records, and documentation remotely. Optimized for mobile devices, it supports real-time updates and secure data entry from any location. This feature empowers field-based staff, enhances flexibility, and ensures continuous access to client information while maintaining data security standards.

Payroll Management

Welligent’s Payroll Management feature tracks employee hours, service delivery time, and billing-related labor metrics. It integrates with time tracking and staff scheduling tools to ensure accurate payroll processing. By automating compensation calculations and linking pay to services rendered, this feature supports transparency, reduces errors, and simplifies financial operations for administrative teams.

Self Service Portal

Welligent’s Self Service Portal empowers clients to manage appointments, view documents, complete forms, and communicate securely with providers. Accessible 24/7, it promotes client engagement and reduces administrative workload. This feature enhances autonomy, supports timely care interactions, and ensures clients remain actively involved in their treatment and service coordination processes.