Frequently asked questions
Medical CRM: frequently asked questions
The optional Wazzy add-on for the clinical team: what clinical information it adds, who can see it, and what the artificial intelligence never does.
46 questions
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.
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. The medical CRM can store or attach consent evidence you already have, such as PDF documents, images or other files.
For now Wazzy does not generate consent forms, does not send them for signature, and has no electronic signature of 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.
The reception panel is built for the daily running of the clinic: conversations, patients, appointments, the schedule, practitioners and reception.
The medical CRM builds on that with information and features for the clinical team, such as clinical notes, clinical paperwork and consent.
No. The medical CRM is an optional Wazzy add-on that brings clinical features into the same place. The reception panel is still where the team works from.
Both are part of the same Wazzy environment, but they do different jobs.
Yes. The medical CRM is optional. A clinic can use Wazzy with its WhatsApp assistant, reception panel and schedule without the clinical features.
Not as things stand today.
The medical CRM is built as an optional Wazzy add-on, not as a separate product.
The clinical notes are written by the clinic’s practitioners.
Wazzy does not write or change clinical notes on its own.
Yes. Authorised practitioners can record new clinical information on the relevant file.
Yes. Clinical notes carry the practitioner who wrote them and the date they were written.
Yes. Authorised users can see the clinical information on the patient’s file.
No. Wazzy does not change clinical notes or anything practitioners have written, on its own.
Clinical information stays under the control of the clinic’s authorised team.
No. The medical CRM is a tool for managing and recording.
Clinical decisions always belong to the practitioners.
No. Wazzy does not make medical diagnoses and does not use the information in the medical CRM to stand in for a practitioner’s judgement.
Wazzy works out who the patient is from their WhatsApp number and tells the team a file has come in.
If the clinic uses the medical CRM, Wazzy can offer the team the option of attaching it to the right file.
Wazzy does not read the contents of the file medically.
No. An authorised member of the team has to say explicitly that they want it added to the patient’s file.
Because deciding what goes into the clinical notes is the clinical team’s job. Wazzy does not attach anything without a person saying so.
The clinical team keeps control of what forms part of the clinical file.
Not as things stand today.
Sending documents out for signature is not part of the standard medical CRM feature set.
Not as things stand today.
Electronically signing consent forms is not part of the standard feature set.
Yes. The medical CRM has sub-records to tell apart several people handled from the same number.
For example, a parent can use their WhatsApp to book for several children.
Yes. Each sub-record keeps the clinical information for that particular patient, even when several people share a contact number.
The conversation starts from the shared WhatsApp number.
When several people are tied to the same number, the particular patient is identified first, before anything clinical is attached to their sub-record.
Yes. Because it is part of the same Wazzy environment, the patient file sits alongside their appointment history.
Not necessarily. Access depends on the permissions each user has and what they do at the clinic.
For example, a clinic can limit clinical notes to certain roles.
Yes. Wazzy keeps a trail of what users do on the platform.
Wazzy applies access controls and keeps a trail, so clinical information is only available to authorised users.
Data protection, hosting, backups and compliance are covered in the Security and privacy section.
Yes. The core of the medical CRM is the same everywhere, and it can be used in dental clinics, physiotherapy and osteopathy, aesthetic medicine and dermatology.
For now, the core of the medical CRM is shared across specialities.
For now the main core is the same across specialities.
There are no substantial differences by speciality in the main core of the medical CRM today.
No. Wazzy is not an ERP, and the medical CRM does not try to cover every administrative, accounting, financial or logistical corner of a clinic.
No. Invoicing is not part of the medical CRM, and Wazzy does not currently integrate with outside invoicing software.
No. Stock management is not part of the standard medical CRM feature set today.
No. Wazzy does not currently integrate with third party medical or clinical management software. The only outside integration available is Google Calendar.
Data can be imported. The Wazzy technical team will help you with that migration if you need it.
Yes. The clinic can export its data if it stops using the medical CRM.
Wazzy can analyse clinical activity from the data it holds. Exactly what it can do depends on the features available at the time.
No. The analysis Wazzy offers does not stand in for a practitioner’s judgement and does not make medical decisions for them.
Not as a clinical decision.
Wazzy does not diagnose and does not recommend treatments in place of a practitioner’s judgement.
Yes. The medical CRM is available as an optional add-on for clinics that also need to handle clinical information.
Yes. Wazzy keeps the medical CRM as an active part of the product and can extend what it does as the platform grows.