Features

Everything your clinic
needs with AI.

Clinical sessions, AI receptionist, appointments engine, omnichannel, patient records, automation, and security, in one platform.

Clinical sessions

Documentation while you care for patients

Shadia listens to the visit, structures the clinical note, and prepares it for your review, without breaking the patient relationship.

AI clinical scribe

Transcribes and structures the visit in real time. You review and approve before anything is saved.

Specialty templates

Notes tailored to primary care, dental, aesthetics, mental health, and more.

Post-visit summary

Generates a clear chart summary and follow-up instructions for the patient.

Patient instructions

Pre-visit prep, medication guidance, post-procedure care, written in plain language.

Session history

Every visit links to the patient profile with full context for your team.

Review before save

No note is finalized without clinician approval. Full control over what enters the chart.

Multi-provider

Multiple clinicians document in the same practice with templates and role-based permissions.

Note export

Export approved notes in standard formats for your clinical workflow.

AI Receptionist

The front desk that never closes

Answers FAQs, triages inquiries, books appointments, and escalates to your team only when the case requires a human.

24/7 WhatsApp coverage

Patients write at any hour. Shadia replies, guides, and books without wait times.

Practice FAQs

Hours, location, services, pricing guidance, and visit requirements, answered instantly.

Inquiry triage

Identifies urgency, service type, and whether the patient is new or returning before booking.

Smart escalation

Sensitive cases, complaints, or out-of-protocol situations go to staff with full history.

Your practice tone

Formal, warm, or clinical, the receptionist speaks like your team, not a generic bot.

Pre-visit preparation

Sends fasting instructions, required documents, and insurance confirmation before the visit.

Multi-location routing

Directs patients to the right location based on service, provider, or availability.

Handoff with context

When a human steps in, they already know what the patient asked, what AI offered, and what remains.

Appointments engine

Autonomous scheduling, no external tools

Shadia books, confirms, reschedules, and handles cancellations directly on WhatsApp, synced with your practice calendar.

WhatsApp booking

Patient requests an appointment in chat and the AI receptionist confirms in the same thread.

Automatic reminders

WhatsApp 24h and 1h before. Patient confirms with a reply and no-shows drop.

In-chat rescheduling

Patient changes the appointment by replying to the reminder. Calendar updates instantly.

Google Calendar sync

Bidirectional real-time sync by provider, room, or location. Zero double booking.

Clinical appointment types

Initial consult, follow-up, procedure, telehealth, with duration and prep requirements.

Availability rules

Provider schedules, surgical blocks, holidays, and max simultaneous appointments.

Post-visit follow-up

Satisfaction survey, care reminders, and next appointment suggestion, automated.

Multiple locations

Manage availability across offices, clinics, and centers from one system.

Omnichannel

Every channel, one patient record

WhatsApp as the primary channel, Instagram for aesthetics, Facebook and TikTok for patient acquisition, all unified with clinical context.

Official WhatsApp Business API

Primary channel for appointments, reminders, post-visit summaries, and clinical follow-up.

Instagram DMs & comments

Ideal for aesthetics practices: answer procedure questions and book from the DM.

Facebook Messenger

Handle your practice page and offer to continue on WhatsApp when the patient prefers.

TikTok DMs

Turn interest from aesthetics or wellness videos into consultations and booked visits.

Unified conversations

One patient, one profile. Regardless of channel, your team sees the full history.

Switch to WhatsApp

Move the conversation to the preferred channel without losing context.

WhatsApp templates

Appointment reminders, pre-visit instructions, and follow-up with approved templates.

Segmented broadcasts

Preventive care campaigns, screening promotions, or follow-up reminders to patient segments.

Patients & contacts

Unified record for every patient

Conversation history, appointments, clinical notes, and patient attributes in one profile, no spreadsheets or parallel systems.

Unified patient profile

Conversations, appointments, clinical sessions, team notes, and attributes in one place.

Conversational clinical history

Every interaction is logged so front desk, clinicians, and admin share context.

Tags & segmentation

Tag by specialty, treatment stage, insurance, or campaign to filter and follow up.

Custom attributes (16 types)

Insurance, allergies, PCP, consent, model any clinical or administrative data point.

Team notes

Front desk, nursing, and admin add context without mixing it into the clinical note.

Duplicate detection

Identifies duplicate patients by phone or name and suggests merging records.

CSV import/export

Migrate your existing patient base and export segments for reports or campaigns.

Data masking

Hide phones and emails from roles that do not need them. Privacy without operational friction.

Automation

Clinical workflows that run themselves

From first inquiry to post-procedure follow-up, automate the repetitive so your team focuses on care.

New patient flows

New patients receive orientation, intake prompts, and booking options on first contact.

Appointment reminders

Automatic sequence of confirmation, pre-visit prep, and no-show alerts.

Post-visit follow-up

Care instructions, satisfaction survey, and follow-up appointment reminders, scheduled.

Patient reactivation

Identify inactive patients and send screening or periodic check-up reminders.

Rule-based escalation

Define when AI hands off to humans: urgency, complaints, out-of-protocol cases, or explicit request.

Automatic routing

Route conversations to the right team: front desk, billing, specialist, or location.

Business hours

Automatic after-hours messages with option to leave a question or book for the next day.

Scheduled messages

Schedule follow-ups, medication reminders, or result notifications for exact date and time.

Analytics

Data to improve clinical operations

Measure response times, calendar utilization, patient satisfaction, and performance by location, in real time.

Real-time dashboard

Active conversations, today's appointments, response times, and team workload.

Appointment reports

Utilization by provider, most requested services, no-shows, and weekly trends.

Patient satisfaction (CSAT)

Automatic post-visit surveys with real-time satisfaction metrics.

Channel reports

Which channel drives the most bookings: WhatsApp, Instagram, Facebook, or TikTok.

Location reports

Compare performance across offices, clinics, or network sites.

Team performance

Response times, resolution, and escalations by team member.

CSV export

Download reports for external analysis, leadership reviews, or internal audits.

Custom reports (ULTRA)

Tailored metrics for hospital networks and multi-site operations.

Security & privacy

Clinical data protection by design

Encryption, role-based access, audit logs, and retention controls, built for the confidentiality healthcare demands.

TLS + AES-256 encryption

Data in transit and at rest encrypted to enterprise standards.

Role-based access (RBAC)

Front desk, nursing, clinicians, and admin see only what their role requires.

Full audit log

Record of who accessed, modified, or exported patient information.

Sensitive data masking

Hide phones, emails, and identifiers based on user role.

Configurable retention

Define retention and deletion policies for conversations and clinical notes.

SSO / SAML (ULTRA)

Single sign-on for networks with active corporate directory.

99.9% uptime SLA

Redundant infrastructure with contractual availability commitments.

Meta Business Partner

Officially verified Meta integration for WhatsApp with maximum security.

No training on your data

Your conversations and clinical notes are never used to train AI models.

Designed for healthcare privacy

Built with healthcare privacy expectations in mind. BAA available for enterprise accounts.

Patient record

16 attribute types.
Model any clinical data.

From allergies and insurance to informed consent and digital signatures. Shadia supports 16 structured data types for the patient record.

TEXT
Text
Diagnosis, observations
NUMBER
Number
Weight, vitals, lab values
BOOLEAN
Boolean
Allergy yes/no, pregnancy
DATE
Date
DOB, last visit
DATETIME
Date & Time
Appointment, procedure
TIME
Time
Preferred time slot
CURRENCY
Currency
Copay, balance due
SELECTION
Selection
Insurance, specialty
LINK
Link
Results, intake forms
EMAIL
Email
Patient email
PHONE
Phone
Primary WhatsApp
GEOLOCATION
Geolocation
Nearest location
SIGNATURE
Signature
Informed consent
CONSENT
Consent
Data authorization
STATEMENT
Statement
Privacy notice
ATTACHMENT
Attachment
Labs, ID documents

All of this,
starting at $49/month.

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