Frequently Asked Questions about the Wazzy Reception Dashboard

What is the Wazzy reception panel?

The reception panel is the management environment included with Wazzy.

It is designed so that the clinic team can manage patients, WhatsApp conversations, appointments, schedules, professionals, treatment rooms, clinic information, and operational activity from a single place.

Is the reception panel included with Wazzy?

Yes.

The reception panel is part of the Wazzy core and is included along with the conversational AI assistant via WhatsApp.

It is not necessary to hire it as a standalone product.

What is the Reception Panel used for?

It is used to centralize daily operations related to reception.

It allows you to control conversations, patients, appointments, schedules, professionals, resources, and the information Wazzy needs to properly assist patients.

Is the reception panel a medical CRM?

No.

The reception dashboard is oriented towards the operational management of the clinic and the reception team.

The medical CRM is an optional extension that incorporates clinical functions such as medical history, health documentation, and consents.

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

The reception panel primarily manages the operational relationship with the patient: conversations, appointments, schedule, professionals, and reception activity.

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

Who uses the Reception Dashboard?

Mostly the reception team and the people in charge of managing the clinic's operations.

Depending on the organization of each center, other team members can also access the functions for which they have authorization.

What is the advantage of having the assistant and the reception panel connected?

The WhatsApp assistant and the reception panel are part of the same Wazzy environment.

This allows a conversation to turn directly into an action within the clinic. For example, Wazzy can speak with a patient, identify what they need, book an appointment, and record it in the schedule used by the front desk.

What conversations can be seen in the Reception Panel Inbox?

The Inbox allows you to view all conversations, including those that Wazzy is handling or has automatically resolved.

Conversations that need human attention can be identified to make the team's work easier.

Can the reception panel show which conversations need the team's attention?

Yes.

Conversations requiring human intervention can be identified so that reception can locate them and take charge of them more easily.

Can a person intervene in a conversation from the Reception Panel?

Yes.

The team can take control of a conversation from the Inbox when they need to assist the patient personally.

Can reception see the context before intervening?

Yes.

The history allows the team to check what has been discussed previously and continue caring for the patient with the available context.

Can front desk review a conversation after it has ended?

Yes.

The available history allows you to consult previous conversations linked to the patient's activity.

Is it recorded which clinic user participated in a conversation?

Yes.

Wazzy maintains traceability of which user intervened when a team member handles a conversation.

Does the reception panel create a file for each patient?

Yes.

Wazzy can create a basic patient record associated with their phone number and available information.

What information does a patient file contain in the reception panel?

The profile may include basic contact information, associated conversations, and the appointment history available in Wazzy.

How does Wazzy identify patients?

The phone number used on WhatsApp is one of the main references to identify and link the patient with their activity on Wazzy.

Are the patient's conversation and appointment history kept?

Yes.

Conversations and appointments can be linked to the patient's record so that the team can consult their activity and available history.

Can the team view a patient's activity from a single file?

Yes.

The profile brings together the available operational information of the patient, such as basic data, conversations, and appointment history, making it easier for the team to consult it from a single place.

What happens if multiple people share the same phone number?

In the reception panel, the WhatsApp number is a primary identification reference.

When the clinic uses the medical CRM, it also has sub-records that make it possible to differentiate between multiple people managed from the same number, such as a father and his children.

Can reception create patients manually?

The team can manage patient information from Wazzy when necessary, in addition to the contacts generated from WhatsApp activity and appointments.

Can reception update a patient's information?

Yes.

The information available in the file can be managed from the platform in accordance with the clinic's operations.

Does the reception panel store clinical patient information?

The reception panel is primarily focused on operational management and does not replace the medical record.

To store and manage clinical information, Wazzy features a medical CRM as an optional extension.

Can clinical histories or medical notes be written from the reception panel?

Not as a built-in feature of the reception panel.

Functions related to medical history and health documentation are part of the medical CRM.

What is the difference between Wazzy's reception panel and a traditional sales CRM?

A traditional sales CRM usually focuses on leads, opportunities, sales pipelines, and sales tracking.

Wazzy's reception dashboard is designed around a clinic's daily operations: patients, WhatsApp conversations, appointments, schedule, practitioners, and reception.

Can the reception panel centralize WhatsApp, patients, and the schedule in one place?

Yes.

One of the main functions of the reception panel is to connect WhatsApp conversations with patients, appointments, and the calendar within a single work environment.

Does the reception panel include a schedule?

Yes.

Wazzy's own agenda is part of the management environment used by reception.

Do the appointments created by the assistant appear in the reception panel?

Yes.

Appointments created by Wazzy are recorded in the same calendar used by the team from the Reception Panel.

Can the reception panel manage multiple professionals?

Yes.

The clinic can configure different professionals and manage their availability and appointments.

Does the reception panel allow managing the information of each professional?

Yes.

The clinic can assign professionals configured within Wazzy and relate them to its services, schedules, availability, and appointments.

Can the Reception Panel manage lockers or rooms?

Yes.

Wazzy can manage offices or rooms as schedule resources to prevent booking conflicts.

Can the reception panel manage equipment or devices?

Currently, standard resource management focuses on professionals and offices or rooms.

The specific management of equipment or devices is not part of the current standard functionality.

Can front desk register an absence for a professional?

Yes.

The reception team or the corresponding professional can create an absence from the reception panel by indicating the period during which they will not be available.

What happens to appointments if a professional's absence is registered?

If the absence affects already scheduled appointments, Wazzy can identify the affected patients and notify them via WhatsApp that their appointment has been canceled.

Afterward, you can talk with them to find a new date and schedule a new appointment.

Can Wazzy handle rescheduling the appointments affected by an absence?

Yes.

Wazzy can converse individually with affected patients, check new availability, and manage a new appointment with them.

Do not schedule a new date without the patient's participation.

Can the professional register their own absence?

Yes.

Once the professional has the corresponding permissions, they can register their absence so that it is reflected in the schedule operations.

What does the “Today” view of the Reception dashboard show?

The “Today” view gives the team a quick overview of the day's operational activity, making it easy to check appointments and other relevant items for the front desk.

Does the reception panel include analytics?

Yes.

Wazzy features operational analytics based on the activity recorded on the platform.

Can Wazzy show which services have the most appointments?

Yes.

The platform can display the services with the highest number of bookings during a selected period.

Can Wazzy show which professionals receive the most appointments?

Yes.

The dashboard can display metrics related to the number of appointments for the different professionals.

Can Wazzy show what times appointments are concentrated?

Yes.

Wazzy can use visualizations such as heat maps to show the concentration of appointments by days or time slots.

Can Wazzy display data on attendance and no-shows?

Yes.

Analytics can include information related to appointment attendance and recorded no-shows.

Can the clinic select the period it wants to analyze?

Yes.

Metrics can be consulted for the selected period to analyze the activity of a given time window.

Does Wazzy generate activity summaries?

Yes.

Wazzy can present text summaries of the activity corresponding to the selected period.

Does the Reception Dashboard analytics use artificial intelligence?

No. Current analytics are based primarily on data recorded in Wazzy and do not function as an autonomous predictive system.

Does Wazzy predict which days a clinic will have the highest demand?

Not currently. Wazzy can show observable patterns in the recorded data, such as the concentration of appointments by time slots, but it does not automatically predict future demand.

Does Wazzy automatically recommend changes to the calendar?

Not as a standard consolidated function.

The dashboard allows for analyzing activity, but the team maintains control over operational decisions.

Does the reception dashboard calculate the clinic's profitability?

No. Currently, Wazzy does not calculate margins, profitability, or other financial indicators. Its analytics are focused on operational reception and scheduling activity.

Does the reception panel include a knowledge base?

Yes.

Wazzy has a knowledge area where the clinic can configure the information the assistant uses to respond to patients.

What type of information can be entered into the knowledge base?

Among other details, the clinic can configure schedules, location, contact information, services and treatments, prices, insurance, financing, payment methods, frequently asked questions, and other relevant information for its patients.

Can the clinic modify the knowledge base?

Yes.

The team can update the information when clinic services, prices, schedules, or other conditions change.

Does Wazzy automatically detect what information is missing in the knowledge base?

No. Currently, Wazzy does not automatically detect what information is missing from the knowledge base. The clinic can manually review and update the information whenever needed.

Does Wazzy detect which questions it has not been able to answer?

No. Currently, Wazzy does not automatically generate a list of questions it has been unable to answer. The team can review conversations and update the knowledge base when they detect missing information.

Does Wazzy provide pre-configured information for each type of clinic?

Yes.

Wazzy starts from standard structures and services for the main specialties it works with, which can then be adapted to each clinic.

For which specialties are predefined configurations available?

Currently, there are configurations tailored for dental clinics, physiotherapy and osteopathy, aesthetic medicine, and dermatology.

Can the reception panel configure how Wazzy should behave?

Yes.

From the Panel, various aspects of the assistant's behavior can be configured, such as schedules, escalations, calendar availability, and other operational rules.

Can the clinic configure when a conversation should be escalated to a person?

Yes. The clinic can define situations in which Wazzy transfers the conversation to the team.

Can the clinic set quiet hours?

Yes. The clinic may establish periods during which certain communications or behaviors are limited in accordance with its way of working.

What is Wazzy's away mode?

It is a configuration that allows adapting Wazzy's behavior when the clinic or the team is in a temporary absence situation.

It is different from a professional's absence in the schedule: absence mode temporarily adapts Wazzy's behavior, while a professional absence affects their availability and appointments.

Can there be multiple users inside the Reception Panel?

Yes.

Wazzy is intended to be used by various members of the clinic team.

Do all users have to have the same permissions?

No.

Wazzy has a hierarchical permission system to control access for different users.

Is user activity recorded within the reception panel?

Yes.

Wazzy maintains traceability of the actions performed by users within the platform and can associate certain actions with the corresponding user.

Does the reception panel completely replace the reception job?

No.

The Panel provides the team with the tools to manage operations and work alongside the AI assistant.

Wazzy automates certain tasks, but the team maintains supervision and the ability to intervene.

Can the Reception Panel be used from any computer?

The reception panel functions as a digital platform accessed by the authorized clinic team.

The specific access and configuration requirements are explained during commissioning.

Is it necessary to use the Reception Panel for the assistant to work?

The reception panel is part of Wazzy and contains fundamental elements for its operation, such as the calendar, information, patients, and conversations.

The team does not need to constantly intervene in the Panel for Wazzy to assist automatically, but both are part of the same system.

Does the reception panel include billing features?

No, Wazzy is not a billing system or an ERP, and it currently does not integrate with external billing software.

Does the reception panel manage inventory?

No.

Inventory management is not currently part of Wazzy's standard functionality.

Is the reception panel an ERP for clinics?

No.

Wazzy focuses on conversational care, reception, patients, and appointment management.

It is not intended to replace a complete enterprise management ERP.

Can a clinic use only the Reception Panel without the AI assistant?

No. The Reception Panel is part of Wazzy and is designed to work together with the conversational assistant, not as a standalone product.

What happens to the Reception Panel if the clinic activates the medical CRM?

The medical CRM expands the information and functions available on the basis of the reception dashboard.

It does not replace the Panel, but rather adds capabilities aimed at the healthcare team.