Frequently asked questions about Wazzy's medical CRM

What is Wazzy's medical CRM?

The medical CRM is an optional extension of the Wazzy Reception Panel.

It is designed to incorporate information and functions aimed at the healthcare team, such as medical history, documents, images, X-rays, consents, and other capabilities related to the patient's medical record.

Is the medical CRM included by default with Wazzy?

No.

Wazzy includes the conversational AI assistant via WhatsApp and the reception dashboard. The medical CRM is an optional extension for clinics that need to manage clinical information.

What is the difference between the reception panel and the medical CRM?

The reception panel is geared toward the clinic's daily operations: conversations, patients, appointments, schedule, professionals, and reception.

The medical CRM expands this database with information and functions aimed at the healthcare team, such as clinical history, clinical documentation, and consents.

Does the medical CRM replace the front desk dashboard?

No.

The medical CRM expands the reception dashboard. It does not replace it.

Both are part of the same Wazzy environment, but they serve different functions.

Can I use Wazzy without activating the medical CRM?

Yes.

The medical CRM is optional. The clinic can use Wazzy with its AI assistant and reception panel without activating the clinical functions.

For what type of clinic does it make sense to activate the medical CRM?

It makes sense for clinics that also want to centralize the patient's clinical information within Wazzy, in addition to WhatsApp care and front desk operational management.

Can the medical CRM be used as a standalone product?

Not right now.

The medical CRM is designed as an extension of Wazzy and the reception panel, not as a standalone product.

What information does the medical CRM add to the patient record?

The medical CRM expands the patient's operational file with clinical information, such as history, professional notes, documents, images, X-rays, and consent evidence.

The specific information available depends on what is recorded by the clinic's authorized team.

Does the medical CRM include medical history?

Yes.

The medical CRM allows storing and consulting patient medical history information.

Who writes the medical record?

The clinical history is written by the healthcare professionals at the clinic.

Wazzy does not automatically write or modify clinical notes.

Does the medical CRM allow adding new clinical notes?

Yes.

Authorized professionals can record new clinical information in the corresponding file.

Is each clinical note associated with a professional?

Yes.

Clinical notes can be attributed to the corresponding professional and the date on which they were recorded.

Does the medical CRM allow you to view a patient's medical history?

Yes.

Authorized users can access the clinical information available in the patient's file.

Can Wazzy's artificial intelligence modify clinical information without authorization?

No.

Wazzy does not autonomously modify the medical history or the notes entered by professionals.

Clinical information remains under the control of the authorized clinic team.

Does the medical CRM replace the judgment of the healthcare professional?

No.

The medical CRM is a management and documentation tool.

Clinical decisions always rest with healthcare professionals.

Does Wazzy diagnose using the medical CRM data?

No.

Wazzy does not perform medical diagnoses or use medical CRM information to replace the evaluation of a healthcare professional.

Can the medical CRM store documents, photographs, and X-rays?

Yes.

The medical CRM can store documents, images, X-rays, and other files associated with the patient's medical record.

Wazzy does not perform automatic medical interpretation of those files.

What happens if a patient sends a photograph, X-ray, or document via WhatsApp?

Wazzy identifies the patient using their WhatsApp number and notifies the team that a file has been received.

If the clinic uses the medical CRM, Wazzy can offer the team the option to attach it to the corresponding file.

Wazzy does not medically analyze the file content.

Does the file sent by a patient via WhatsApp automatically save to their medical record?

No.

An authorized team member must expressly confirm that they wish to add the file to the patient's record.

Why is team confirmation necessary before attaching a file?

Because the decision to add a file to the medical record belongs to the healthcare team, Wazzy does not attach it automatically without human confirmation.

The healthcare team maintains control over the documentation that forms part of the clinical record.

Can the medical CRM store informed consents?

Yes.

Medical CRMs can store or attach existing consent evidence, such as PDF documents, images, or other files.

Currently Wazzy does not automatically generate the consent, does not send it for signature, and does not incorporate its own electronic signature.

Can Wazzy send consents for the patient to sign?

Not right now.

Sending documents for signature is not part of the current standard functionality of the medical CRM.

Does the medical CRM include electronic signature?

Not right now.

The electronic signature of consents is not currently part of the standard functionality.

Can the medical CRM manage multiple people who share the same phone number?

Yes.

The medical CRM has sub-files to differentiate multiple people managed from the same number.

For example, a parent can use their WhatsApp to manage appointments for multiple children.

Does each sub-record have its own medical history?

Yes. Each sub-record maintains the clinical information associated with the specific patient, even if multiple people share the same contact number.

Do WhatsApp conversations automatically link to a specific sub-tab?

The conversation starts from the shared WhatsApp number.

When several people are associated with the same number, the specific patient is first identified before associating clinical information to their sub-record.

Does the medical CRM also allow checking patient appointments?

Yes.

By being part of the same Wazzy environment, the patient record can be linked to the operational information of their appointments.

Can there be different access levels to the medical CRM?

Yes.

Wazzy has hierarchical permissions to control which information and functions each user can use.

Can all clinic users view the clinical information?

Not necessarily.

Access depends on the assigned permissions and the responsibilities of each user within the clinic.

For example, a clinic can limit access to medical records to certain authorized profiles.

Is user activity recorded in the medical CRM?

Yes.

Wazzy maintains traceability of the actions performed by users within the platform.

How does Wazzy protect patients' clinical information?

Wazzy applies access controls and traceability so that clinical information is available only to authorized users.

Specific issues regarding data protection, hosting, backups, and regulatory compliance are detailed in the Security and Privacy section.

Does a medical CRM work for different specialties?

Yes.

The core of the medical CRM is common and can be used in dental clinics, physiotherapy and osteopathy, aesthetic medicine, and dermatology.

Currently, the core of the medical CRM is common to the different specialties.

Is the medical CRM different depending on the clinic's specialty?

Currently, the core curriculum is common to the different specialties.

Currently, there are no substantial differences by specialty in the main core of the medical CRM.

Why does Wazzy have specific pages for different specialties if the medical CRM shares a common core?

Because each specialty has different needs, services, language, and use cases.

Vertical landing pages make it possible to explain how Wazzy fits into each type of clinic, even though the core of the medical CRM remains the same.

Is medical CRM a complete clinical management software?

No. The medical CRM is not an all-in-one system designed to replace any clinical management software. It is an extension of Wazzy focused on incorporating clinical information and functions built upon the reception dashboard.

Is medical CRM an ERP for clinics?

No.

Wazzy is not an ERP, nor does the medical CRM aim to cover all administrative, accounting, financial, or logistical areas of a clinic.

Does the medical CRM include billing?

No. Invoicing is not part of the medical CRM and Wazzy does not currently integrate with external invoicing software.

Does the medical CRM manage inventory?

No.

Inventory management is not currently part of the standard functionality of the medical CRM.

Does the medical CRM integrate with any medical or clinical management software?

No. Currently Wazzy does not integrate with third-party medical or clinical management software. The only external integration available is Google Calendar.

Can a clinic migrate information to the medical CRM?

Data imports can be performed. The Wazzy technical team will help you with that migration if you need it.

Can a clinic export its data if it stops using the medical CRM?

Yes.

The clinic can export its data if it stops using the medical CRM.

Can the medical CRM perform analyses on clinical activity?

Wazzy offers analysis of clinical activity based on available data. Specific capabilities depend on the functions available at any given time.

Does the medical CRM make clinical decisions based on its analyses?

No. Wazzy's analyses do not replace the healthcare professional's judgment nor do they make medical decisions for them.

Can the medical CRM recommend treatments?

Not as a clinical decision function.

Wazzy does not diagnose or recommend treatments as a substitute for the judgment of healthcare professionals.

Is the medical CRM available with Wazzy?

Yes.

The medical CRM is available as an optional extension for clinics that also need to manage clinical information.

Does the medical CRM update with new features?

Yes.

Yes. Wazzy keeps the medical CRM as an active part of the product and can update its capabilities as the platform evolves.