WordPress · Zoho CRM

Alquimedez Mental Health Counseling

A bilingual telehealth website and six-step intake system that takes a patient from first search to a structured request in the practice's CRM.

WebsitesIntegrations
7States served, each with its own insurance page
2Languages
7Service lines
6Intake form steps connected to Zoho CRM

Scope at a glance

Project overview

Alquimedez delivers counseling, psychiatric evaluation and medication management by telehealth across seven states, plus assessments for courts and immigration. We designed and built the website and the intake system behind it.

Business challenge

Patients may be anxious, new to the system and more comfortable in Spanish. The practice needed to explain a multi-state telehealth service and insurance by state, and every request had to land in its CRM in an organized way.

Goals and requirements

  • Lower the barrier for first-time patients
  • Serve English and Spanish speakers equally well
  • Be clear about state availability and insurance
  • Send each intake submission into the CRM

Proposed solution

English and Spanish are first-class, with a language switch in the main menu and Spanish counterparts for services and patient resources. A single Request an Appointment button sets expectations about response time. A custom six-step WordPress form saves each step in its own database tables and, on submit, creates records in Zoho CRM through its API, with out-of-state requests routed to Leads.

Implementation process

01

Every page has a Spanish counterpart

Language switch in the main menu and Spanish services and patient-resources pages; language-first intake step being added.

02

One obvious way to ask for care

Request button in the header and hero with a plain-language expectation of response time.

03

Seven states, each explained

A dedicated insurance and fees page for each state, with licensure and availability stated up front and HIPAA notice and financial agreement linked.

04

Search-ready from the first page

Descriptive metadata and share card, analytics through Google Site Kit, a blog with long-form guides and one page per specialty service.

Services and technology stack

Services delivered

  • Bilingual website design and development
  • Custom multi-step intake form
  • Zoho CRM API integration
  • Technical SEO foundations

Technology

  • WordPress
  • PHP
  • MySQL
  • Zoho CRM API
  • Google Site Kit

Skills shown

  • WordPress development
  • Custom form systems
  • Zoho CRM API
  • Bilingual websites
  • Healthcare UX
  • PHP and MySQL

Deliverables

  • WordPress site with service, insurance, team, resources, FAQ, blog and legal pages in English and Spanish
  • Six-step custom intake form with its own database tables and AJAX handlers
  • Zoho CRM integration with lead routing for out-of-state requests
  • Admin viewer plugin for submitted intake data
  • Secure file handling for insurance card and document uploads
  • Patient portal login link and WhatsApp click-to-chat link

What the team gained

A clear request button, bilingual copy and a promised response time make the first step easy

Every intake submission becomes a structured CRM record with a reference number, not a loose email

The same intake system is being extended with language-first steps and e-signed agreements, and connected to clinical systems

These are qualitative benefits described by the project team. No performance or revenue figures are claimed.

Screens and diagrams

Illustrative preview created for this case study. It is a simplified rendering, not a screenshot of the client’s live system.

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