CMR MED/Services/Applied technology
CMR MED · Technology
Technology applied to the clinic
An AI agent that replies, books and confirms on WhatsApp, dashboards with the clinic’s numbers and automation of repetitive front desk and finance tasks, with patient data protected.
What you receive
- 01SpecificationUnderstand
- 02Test environmentConfigure
- 03Approved adjustmentsTest
- 04Service runningLaunch
- 05Monthly reportMonitor
01Who it is for
Common situations and scope of service
Common situations
- WhatsApp acting as the clinic’s system
- Messages unanswered after hours
- Front desk re-typing data in several places
- Reports put together by hand
Scope of service
- AI agent for patient service and scheduling
- Appointment reminders and confirmations
- Clinic management dashboard
- Automation of front desk and finance routines
- Integration with the clinic’s system, when it allows
- Role-based access and usage logs
02How it works
How it works, in five steps
Each step leaves a written deliverable. The line shows work coming in disorganized and leaving as a routine.
01Understand
Scheduling and service rules written down.
OutputSpecification
02Configure
Agent, reminders and dashboards set up.
OutputTest environment
03Test
Simulated conversations with the team.
OutputApproved adjustments
04Launch
Agent live and team trained.
OutputService running
05Monitor
Conversations reviewed and rules adjusted.
OutputMonthly report
03In practice
Patient service on WhatsApp
A booking conversation run by the AI agent, from request to confirmation, with the appointment saved to the calendar and the reminder scheduled.
Fictitious data, to show how the work looks day to day.
04What changes in practice
What the clinic gains
- Patients served on WhatsApp at any hour, with booking and confirmation
- Automatic appointment reminders
- A dashboard with the clinic’s numbers, always up to date
- Repetitive front-desk and finance tasks automated
- Patient data with restricted access and usage logs
05Division of responsibilities
Division of responsibilities
What stays with our team and what stays with the clinic in each part of the routine.
| Activity | CMR MED | Clinic |
|---|---|---|
| Service rules | Writes them with the team | Approves what the agent may answer |
| Configuration | Sets up and tests | Tests the conversations |
| Patient data | Sets role-based access | Defines who sees what |
| Review | Reviews conversations and adjusts rules | Flags cases to improve |
06Frequently asked questions
Frequently asked questions
Does the agent replace the front desk?
It handles the repetitive volume, such as time slots and confirmations, and hands off to the front desk whatever needs a person.
Does it work with the clinic’s system?
When the system allows integration, the calendar is read and written directly. When it does not, the proposal recommends an alternative.
How is patient data protected?
Role-based access, usage logs and written rules on what the agent may see and answer, in line with the applicable data protection law (LGPD in Brazil, GDPR in Europe).
What if the agent cannot answer?
It hands off to the front desk with the conversation history.
07Next step
A 30-minute call to understand your case
Replies during business hours (Brazil time), on the same number as the phone.
Open chatCalendar
30-minute callTo understand where the clinic stands and what concerns the partners.
Book a call