Doctor appointments, medical records, patient reminders and an AI administrator in messengers — in one workspace with telephony and chats. Pick what you run, and we’ll show you how it works.
What do you run?
No extra cost on top of your plan: the app is switched on along with your workspace
Answers patients in WhatsApp, Telegram and Instagram: prices from the price list, addresses, free times, booking and rescheduling. Gives no medical advice and hands anything complex to a person. Can be turned on for after-hours only. Replies spend Emy AI credits.
Once on, they go out by themselves 2–48 hours before the visit. “Yes” confirms the appointment; “reschedule” and “I won’t come” become a task for the front desk, and a person moves the time.
“Book the patient with the general practitioner for Thursday afternoon” — in the workspace chat or in the employee’s Telegram bot. Emy shows what will change and books after confirmation.
FDI, permanent and primary teeth, surfaces, “Present / Planned / Done” layers, the chart as of any date. A plan item is a service from the price list with its price; a patient can have several plans.
X-rays and photos in the patient card, linked to the visit note — and in dentistry, to the tooth as well. “Before / after” comparison.
Cash, card or transfer, partial payments and an advance on the balance. In-house installment plans of up to 36 payments, with a reminder before each one. A daily cash report.
Consent, agreement, data processing consent and treatment plan — from templates. The patient signs with a finger on a tablet; once signed, a document can’t be changed.
Revenue and average check, no-shows, new and returning patients, doctor utilization, share of accepted plans — by doctor and branch, compared with the previous period.
Rooms by branch; a doctor works at one or several. Schedule and reports per branch.
With the AI Insights app: transcription and scoring against the clinic’s checklist — did they book, offer a time, name the price, how did they answer “too expensive”.
Companies become patients, deals become treatment plans, products become services. What you don’t need is hidden, and the “Doctor” and “Front desk” roles are already created.
A link for patients: doctor, day, free time — and the appointment is already in the schedule, with a task for the front desk to confirm it. On the clinic’s website — a “Book online” button. No time that suits — the waiting list; a visit is cancelled — the slot is offered to the first in line.
Lists “Check-up due”, “Unfinished plan”, “No-show, not rebooked”: AI drafts the message, a person sends it. After the visit — “rate us from 0 to 10”, with NPS in the reports.
Calculated by rules, without AI: past no-shows, first visit, booked far ahead, no reply to the reminder. High risk — a badge in the schedule, a tip to call or take a prepayment, and a second reminder.
Aftercare from the visit note and, in dentistry, the treatment plan with prices — in plain words and in the patient’s language; AI only if the clinic has turned it on for medical records. A person sends it. Done under the plan but missing from the visit’s services — it suggests adding it.
A percentage of revenue or “net” — minus materials from material cards and lab costs. A report by period and branch, with an export for the accountant; the system only calculates, it doesn’t pay.
Work by tooth, shade, due date and cost; statuses from “sent” to “fitted”, overdue tracking and a printable order. Labs are kept in their own list, separate from patients.
Each service has a material card: which materials and how much. A completed visit writes them off from stock in one document and records the cost. Requires “Stock tracking”.
A package is several sessions for one price, with “Use a session” right in the visit payment. A gift certificate with a code can be redeemed in parts by any patient until the balance runs out.
Doctors with the “Medical record” permission see and edit the medical record. The front desk books and takes payments but doesn’t see diagnoses.
Every time a medical record is opened, it’s logged: who viewed it and when.
AI for medical records stays off until an administrator turns it on. The AI administrator in messengers can’t see the medical record.
Visit notes and documents can’t be edited after signing — corrections are added as dated addenda.
Sign up, and the app is switched on right away, with a price list by section and visit note templates. 14 days free on the Standard plan.
First steps
You don’t pay for it separately: “Clinic” and “Dentistry” are included in the CRM plan. The price depends only on the plan and the number of employees.
Sign up from this page — your workspace is created right away with the app, a price list by section (you set your own prices) and visit note templates.
Yes: the clinic gets its own link where patients pick a doctor, day and time, and the appointment appears in the schedule right away. You put a “Book online” button on the clinic’s website. No time that suits — the patient joins the waiting list.
Yes: rooms by branch, a doctor can work at several, and the schedule and reports filter by branch.