Extra features · Medical CRM

Medical CRM for clinics: clinical notes joined up with your schedule

The medical CRM adds clinical notes written by your team, documents and images, and sub-records for patients who book on someone else’s behalf.

  • Fully in sync
  • Clinical notes
  • Who did what
  • Attached images
  • Consent
  • Analytics and figures
Everything your clinic needs, in one system

A complete CRM for clinics, from reception to clinical notes

Wazzy is more than the assistant that talks to your patients on WhatsApp. It comes with a full reception panel, and extends into a medical CRM when your clinic also has to keep clinical records.

Included with your Wazzy assistant

Reception panel

  • Daily briefEvery morning, a summary of what Wazzy did: conversations handled, appointments booked, and what they are worth.
  • InboxAll your WhatsApp conversations in one place, in real time, and you can step in whenever you want.
  • Its own calendarEvery appointment works the same way, whether the assistant booked it, you created it by hand, or you imported it from your old system.
  • Practitioners and roomsWazzy lines up each practitioner’s availability with how busy your rooms are, with no overlaps.
  • Patient recordContact details and the full appointment history, created automatically from the first WhatsApp message.
  • Operational analyticsActivity over whatever period you choose: most booked services, busiest practitioners, busiest times of day, attendance and no-shows.

Add-on

Medical CRM

  • Clinical notesEvery consultation or treatment is recorded on the patient record, written by your clinical team.
  • Signed by the practitionerEvery note carries the practitioner’s name and the date, so it is always clear who wrote what. Wazzy never writes or edits these notes. It only displays them.
  • Documents and imagesWhen a patient sends a document or an image over WhatsApp, Wazzy can offer to attach it to their record for your team to confirm. You can also upload files by hand, such as x-rays or other tests.
  • ConsentStores the consent forms or evidence your clinic uses, tied to the patient record.
  • Only for your clinical teamThe medical CRM sits apart from reception access: only the people who need to see clinical notes can see them.
  • Joined up with your scheduleEach patient’s notes are tied to their appointment history, already handled in the reception panel, so nobody has to look in two places.

More than a place to keep information

Your clinic information, easier to make sense of

Wazzy joins up a patient’s activity, their appointments and whatever is in the medical CRM, all in one place. Your team can see the context around a patient, and look at how the clinic is doing, without hunting through information scattered across half a dozen places.

The information is there to help your team understand what is going on. Clinical decisions stay with your practitioners, always.

FAQs

Frequently asked questions about our medical CRM

What people usually ask us before extending Wazzy with the medical CRM.

The medical CRM is an optional Wazzy add-on for the clinical team.

It brings in information and features aimed at clinical staff: clinical notes, documents, images, x-rays, consent and other things that belong on the patient’s clinical file.

No. Wazzy includes the WhatsApp assistant, the reception panel and the schedule. The medical CRM is an optional add-on for clinics that also need to handle clinical information.

The reception panel mostly handles the practical side of the patient relationship: conversations, appointments, the schedule, practitioners and the work of reception.

The medical CRM builds on that with information and features for the clinical team, such as clinical notes and medical documents.

It makes sense for clinics that want the patient’s clinical information inside Wazzy too, alongside WhatsApp care and the day to day work of reception.

The medical CRM extends the everyday patient record with clinical information: history, practitioner notes, documents, images, x-rays and consent evidence.

Exactly what is there depends on what the clinic’s authorised team records.

Yes. The medical CRM lets you store and look up the patient’s clinical history.

Yes. The medical CRM can store documents, images, x-rays and other files attached to the patient’s clinical file.

Wazzy does not read those files medically or interpret them on its own.

Yes. Wazzy has tiered permissions to control what information and what features each user can reach.

No. The medical CRM is not meant to replace every clinical management system out there. It is a Wazzy add-on focused on bringing clinical information and features on top of the reception panel.

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Talk to us and we will switch it on for your clinical team

Tell us how your clinic keeps its clinical notes today, and we will show you the medical CRM connected to your schedule.

No lock-inGuided setupNo technical know-how needed