Automations

This module is the clinic's communication engine. It allows the system to work for you, keeping patients informed and automatically recovering lost appointments.

WhatsApp Connection

The first step to enabling the system's intelligence.

Linking process

Linking is done via a QR code, just like WhatsApp Web.

Connection test

You can send a test message to ensure everything is working correctly.

Failed messages panel

A vital control panel. If a message is not delivered (e.g., wrong number or no signal), the error appears here so you can contact the patient through another channel.

Bot Automation

The bot handles patient follow-ups without the need for staff intervention:

Absence follow-up (No Show recovery)

An appointment recovery tool. You can configure up to 3 automatic messages sent X hours after a patient misses their appointment, inviting them to reschedule.

Post-appointment control

Sends wellness messages or aftercare instructions once the appointment is completed.

Feedback requests

Toggle the satisfaction survey on or off.

Custom templates

Create your own messages using tags so the bot sounds human and professional.

Blast Messages (Broadcast Campaigns)

The ultimate tool for administrative agility. It allows you to communicate with large groups of patients at once, with base templates for appointment reminders, schedule changes, clinic closing, and rescheduling requests.

Advanced filters

Target specific patient groups based on:

Filter	Options
Date and Time	Specific date, with "Morning" or "Afternoon" quick options
Provider	Messages to patients of a specific doctor
Service	Messages related to a particular service type
Appointment Status	Target by status (e.g., only "Pending" or only "Confirmed")

Real-world use cases

Scenario 1: Provider sick day

Dr. Jared is out sick today. Filter his afternoon appointments, select the "Rescheduling Request" template, and send to all affected patients with a single click.

Scenario 2: Holiday closure

The clinic is closed for a holiday. Notify all affected patients in bulk.

Safety features

• Exclude paused bots: A safety feature to avoid messaging patients who have opted out of automated communications.