Salesforce Agentforce Financial Services vs. WebPT

Salesforce Financial Services Cloud is really helpful when it comes to projections for our business. In order to cover our office overheads, we try to project sales leads becoming opportunities and closed and won sales for each quarter so we can ensure all targets are met and obligations too.

WebPT is well designed for some areas of rehab but not well suited for others. Speech seems to be a challenge for this type of EMR. Perhaps not the best type for this discipline due to limitations. For the other disciplines, it would be nice if the system suggested only specific tests per diagnosis code rather than all available tests in the EMR

Incentivized

• Ease of use
• Reporting
• Customisation

Incentivized

• The scheduler is very adaptive. There are options to change colors and textures for different insurances and appointment types with make it easier to differentiate patient types and issues at a glance.
• Digital Paperwork Intake saves time for both the patient and staff.
• Electronic Benefits Verification consolidates verifications so that we do not have to use multiple websites.

Incentivized

• Automation. There is room to automate certain processes that require manual executions.
• Implementation. It is hard and requires a 3rd party to help to implement which is costly.

Incentivized

• I like that it carries forward information from previous notes. I also wonder, though, if there could be a more comprehensive "archive" of activities we had done in the past rather than only copying and paste from the previous note.
• I like seeing a few comparisons of my outcome measures--when writing a progress note, I don't just want to see the last measure. Seeing the last 3-4 values from the test would have been helpful to really see different trends.
• Fewer click boxes in the evals would be helpful to keep things moving along at some points. I appreciate the variety offered, but also struggle with how much clicking there is to get through.

Incentivized

I gave it 9/10 for renewal because I have been using it for so long. It takes a long time to learn new documentation systems. I do not want to use valuable time on that. I also like that it flows directly into billing.

Incentivized

It does its job but could be better. I think it all comes down to each business configuration of the platform.

Incentivized

The EMR has a learning curve, but once you get used to it, it's fairly user-friendly: notes are easy to duplicate, information is thorough and useful. In my opinion, WebPT Billing is arcane and difficult to use, and offers no opportunity for the business to correct or edit any payments entered incorrectly by WebPT.

Incentivized

It is always available to me when needed thankfully, I hadn’t had a moment or a time when I was unable to access it when needed. My practice's power went out once which was the only incident when it was unavailable to everyone on the team but again, it had nothing to do with the availability offered by this product.

Incentivized

Pages often load slowly. Our iMacs are highly reliable and we are connected to the highest speed Comcast business internet. We also connected each iMac via Cat 9 cable during COVID-19 pandemic to speed telelhealth appointments. Zoom does integrate very well with WebPT for telehealth. Their own modules do not integrate well with each other. For example, patients receive separate emails for patient intake and clinical outcomes. If confuses and frustrates many patients. Similarly, EMR flow sheet does not integrate with HEP creating redundancy.

Incentivized

Support was pretty much always helpful. My only complaint was not being able to always get someone on the phone immediately during working hours and having to wait to hear back. But once we heard back, problems were solved quickly and sufficiently. Staff was always friendly and knowledgeable

Incentivized

I was trained by an in house employee. It was very easy to learn. The EMR is pretty self explanatory. When you click on something to complete a task, it doesn't take an extra 10 steps, what the action says, is what it does

Incentivized

WebPT has its entire separate platform for training, containing many different guides, tutorials, and video references to help you become familiar and competent with the software suites. This includes having various demonstrations that allow you to click and navigate pages in the ways you would actually do it in WebPT. WebPT also gives you a sandbox company in the actual website to tinker with and trial things out. This makes it easy to catch and avoid errors you would have otherwise made with active patient data/schedules.

Incentivized

I think it would help to have another education session maybe 6 months after the initial sessions. This would help the user come up with an enhanced experience after they have used the program for a period of time. It is hard to comprehend everything at first, especially for people that need hands on learning

Incentivized

We haven't used anything previously to Salesforce. We were trying to implement what we needed as a company with our current ticketing and quoting software, but it wasn't doing what we needed. Once we found Salesforce we were able to really dial in on the important things needed as a company.

Incentivized

Also, I have used PTWired and HEP2GO, but they were not in the database. WebPT automatically generates a patient profile, which is very helpful. WebPT also doesn't require the patient to download an app from the App Store, which is an added step for patients to perform, which will decrease compliance.

Incentivized

The current terms and pricing would be fair if they provided adequate performance, reliability, support, and customer service. As they have lapsed in these areas WebPT is overpriced. I would not recommend any PT practice of any size agree to a long term contract with WebPT until they prove they will deliver on their promises.

Incentivized

I couldn’t access WebPT on multiple screens to complete tasks at an efficient and effective time. It works to adjust to the same things presented on one screen when trying to work on a separate project utilizing one therapists schedule. This complicated the goal and tasks needed to complete at the time

Incentivized

Extremely poor technical support and customer service.

Incentivized

• Positively helpful with targets
• Motivating and encouraging
• Helpful with figures

• The payment on claims when they go through correct is phenomenal and very timely.
• Our productivity is better as notes get done quicker and able to focus more on patient care.
• Sometimes the long flowsheet gets hard to see when treating a chronic patient.