The Financial Services Cloud from Salesforce is used to create customized experiences for users and customers, and get information at the right to improve productivity and satisfaction. The vendor states that wealth management advisors can use the CRM’s ability to better understand and address client needs, building fruitful client relationships. Retail, mortgage, and commercial bankers can get a complete customer view when and where they need it. In insurance, users of the financial services…
$300
per month billed annually per user
WebPT
Score6.7 out of 10
N/A
Established in 2008, WebPT is an outpatient rehab therapy software platform helping more than 150,000 rehab therapy professionals from all practice sizes and specialties run their practices to improve care delivery and optimize business performance. And because WebPT is a cloud-based application, PTs, OTs, and SLPs can access the platform (and its data) from anywhere, at any time, promoting collaboration across patient care teams and with third-party payers. In addition to its…
$99
per month per user
Pricing
Agentforce Financial Services
WebPT
Editions & Modules
Sales
$300
per month billed annually per user
Service
$300
per month billed annually per user
Sales and Service
$325
per month billed annually per user
Einstein 1 for Sales and Service
$700
per month billed annually per user
Enterprise
Custom Pricing
Offerings
Pricing Offerings
Agentforce Financial Services
WebPT
Free Trial
No
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
Yes
Entry-level Setup Fee
No setup fee
Required
Additional Details
—
WebPT Enterprise packages are custom-made based on clinic needs, and prices vary accordingly.
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
