Frequently asked questions
The reception panel: frequently asked questions
The part of Wazzy built for your team: where you keep an eye on conversations, patients and the schedule, and where you step in when you need to.
69 questions
The reception panel is the workspace that comes with Wazzy.
It is built so your clinic’s team can handle patients, WhatsApp conversations, appointments, the schedule, practitioners, rooms, clinic information and day to day activity all from one place.
Yes. The reception panel is part of the Wazzy core and comes with the WhatsApp assistant. The Wazzy schedule is run from the panel too. You do not have to buy it separately.
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 means a conversation does not end up as just an exchange of messages.
The WhatsApp assistant can tie the conversation to a patient, check the schedule, create or change appointments, and leave all of that there for the team to see in the reception panel.
Yes. Conversations that need a person can be flagged, so reception finds them easily and picks them up.
Yes. The team can take over a conversation from the inbox whenever it wants to look after the patient personally.
Yes. One of the main things the reception panel does is connect WhatsApp conversations with patients, appointments and the schedule inside a single workspace.
Yes. Wazzy has operational analytics built on the activity recorded on the platform.
Yes. Wazzy can spot gaps in what has been set up, for example when it keeps getting asked about something that is not in the knowledge base, and flag it so the clinic can add or review that information.
Yes. Wazzy identifies the questions it could not answer for lack of information, so the clinic can look at them and fill in its knowledge base.
To bring the daily work of reception together in one place.
It is where you handle conversations, patients, appointments, the schedule, practitioners, rooms and the information Wazzy needs to look after patients properly.
No. The reception panel is built for running the clinic and the reception team.
The medical CRM is an optional add-on that brings clinical features: clinical notes, medical paperwork and consent.
Mostly the reception team and whoever runs the day to day of the clinic.
Depending on how each practice is organised, other members of the team can get in too, to whatever their permissions allow.
The inbox shows every conversation, including the ones Wazzy is handling or has already settled.
The ones that need a person can be flagged, to make the team’s job easier.
Yes. The history lets the team see what has already been said and carry on with the full picture.
Yes. The history lets you read back earlier conversations tied to the patient.
Yes. Wazzy keeps a trail of who stepped in whenever someone from the team handles a conversation.
Yes. Wazzy can create a basic patient record tied to their phone number and whatever else it knows.
The record can hold their basic contact details, the conversations tied to them, and the appointment history Wazzy has.
The phone number used on WhatsApp is one of the main ways of recognising a patient and tying them to their activity in Wazzy.
Yes. Conversations and appointments are tied to the patient record, so the team can see what has happened and which appointments they have had.
Yes. The record brings together what Wazzy knows about the patient: their basic details, their conversations and their appointment history, all in one place.
The team can manage patient information in Wazzy whenever it needs to, alongside the contacts that come out of WhatsApp activity and appointments.
Yes. What is on the record can be managed from the platform, in line with how the clinic works.
The reception panel is built mainly for running the clinic, and it does not stand in for clinical notes.
To store and handle clinical information, Wazzy has the medical CRM as an optional add-on.
Not as a feature of the reception panel itself.
Anything to do with clinical notes and medical paperwork belongs to the medical CRM.
An ordinary sales CRM is usually about leads, opportunities, pipelines and following up a sale.
The Wazzy reception panel is built around the daily running of a clinic: patients, WhatsApp conversations, appointments, the schedule, practitioners and reception.
Yes. The Wazzy schedule is part of the workspace reception uses.
Yes. Appointments Wazzy creates go into the same schedule the team works from in the reception panel.
Yes. The clinic can set up different practitioners and manage their availability and their appointments.
Yes. The clinic can set practitioners up in Wazzy and tie them to their services, hours, availability and appointments.
Yes. Wazzy can handle rooms as scheduling resources, so two appointments never end up needing the same room at the same time.
For now, scheduling resources means practitioners and rooms.
Handling particular equipment or machines is not part of the standard feature set today.
Yes. Reception or the practitioner can create an absence from the reception panel, saying when they will not be available.
If the absence affects appointments already booked, Wazzy can work out who is affected and tell them on WhatsApp that their appointment has been cancelled.
It can then talk it through with them to find a new date and sort out a new appointment.
Yes. Wazzy can talk to each affected patient, check new availability and sort out a new appointment with them.
It does not pick a new date without the patient.
Yes. With the right permissions, the practitioner can record their absence so it shows up in the schedule.
The “Today” view gives the team a quick look at the day, with the appointments and anything else reception needs to see.
Yes. The platform can show which services were booked most over a period you choose.
Yes. The panel can show figures for how many appointments each practitioner has.
Yes. Wazzy can use things like heat maps to show how appointments cluster by day or by time of day.
Yes. The analytics can include attendance and the no-shows that were recorded.
Yes. The figures can be pulled for whatever period you choose, to look at a particular window.
Yes. Wazzy can write a plain language summary of the activity for the period you choose.
No. The analytics today are built on what is recorded in Wazzy, and it is not a system that predicts on its own.
Not today. Wazzy can show patterns you can see in the recorded data, such as how appointments cluster by time of day, but it does not forecast demand.
Not as a standard feature today.
The panel lets you look at what is happening, but the decisions stay with the team.
No. Wazzy does not calculate margins, profitability or any other financial figure today. Its analytics are about the daily running of reception and the schedule.
Yes. Wazzy has an area where the clinic sets up the information the assistant uses to answer patients.
Among other things: opening hours, where you are, contact details, services and treatments, prices, insurers, finance, ways to pay, frequently asked questions, and anything else your patients need.
Yes. The team can update it whenever services, prices, hours or anything else changes.
Yes. Wazzy starts from standard structures and services for the main specialities it works with, which you then adapt to your own clinic.
Today there are setups for dental clinics, physiotherapy and osteopathy, aesthetic medicine and dermatology.
Yes. From the panel you can set different sides of how the assistant behaves: hours, handovers, what the schedule offers, and other rules.
Yes. The clinic can decide which situations make Wazzy hand the conversation to the team.
Yes. The clinic can set periods where certain messages or behaviours are held back, to match the way it works.
A setting that changes how Wazzy behaves while the clinic or the team is away for a while.
It is not the same as a practitioner’s absence in the schedule: away mode changes how Wazzy behaves for a time, while a practitioner’s absence affects their availability and their appointments.
Yes. Wazzy is built to be used by different members of the clinic team.
No. Wazzy has tiered permissions to control what each user can reach.
Yes. Wazzy keeps a trail of what users do on the platform, and can tie particular actions to the person who took them.
No. The reception panel gives the team the tools to run things and work alongside the WhatsApp assistant. Wazzy takes on certain jobs, but the team keeps watch and can step in.
The reception panel is an online platform the clinic’s authorised team logs into.
What you need in order to log in is covered when the clinic is set up.
The reception panel is part of Wazzy and holds things the assistant depends on: the schedule, your information, patients and conversations.
The team does not have to be in the panel for Wazzy to answer on its own, but the two are part of the same system.
No. Wazzy is not an invoicing system or an ERP, and it does not currently integrate with outside invoicing software.
No. Stock management is not part of the standard Wazzy feature set today.
No. Wazzy is about conversations, reception, patients and appointments.
It does not set out to replace a full business management system.
No. The reception panel is part of Wazzy and is built to work alongside the WhatsApp assistant, not as a separate product. The schedule is built into the reception panel.
Switching the medical CRM on adds clinical information and features to the same place, without replacing the reception panel.
The reception panel is still where the team works; the medical CRM adds what the clinical team needs.