Surgery coordination
Health plan, hospital, team and patient: the whole surgical journey organised and followed up.
- Health plan authorisation
- Hospital booking
- Reimbursement estimates and follow-up
- Fees and post-surgery care
All services
Services
Patient care and secretarial support
The first contact shapes the whole patient experience. Our team takes over the practice’s WhatsApp and calendar with quick, careful and consistent service, and follows each request through to the end.
Who it is for
Practices and clinics that receive many WhatsApp and phone contacts and want no patient left unanswered — insurance or private.
What it solves
Unanswered messages
Contacts that arrive during appointments go cold before anyone replies.
Gaps in the calendar
No-shows, cancellations and empty slots nobody has time to refill.
No continuity for patients
Return visits, aftercare and quotes that depend on someone remembering.
What is included
Calendar
- Bookings
- Patient registration
- Confirmations
- Rescheduling
- Slot reallocation
Communication
- WhatsApp management
- Answering questions
- Contact follow-up
Continuity
- After-appointment care
- Post-surgery care
- Lead follow-up
- Patient conversion
It is not just replying. It is knowing what to do after every reply.
How we start
First conversation
We learn how the practice runs, the volume of contacts and what currently goes without follow-up.
Proposal and agreement
We agree the scope together and formalise it with a service agreement, with no employment ties.
Setting up
We get access to the WhatsApp line and the calendar, and write down with you the reply scripts, fees and practice rules.
Supported start
During the first weeks we fine-tune whatever is needed, and you receive the first reports.
I have been using the online secretary service and have nothing to complain about! Messages are personalised and my clients are happy. I trust and recommend it!
Physiotherapy and OsteopathyNow that I work with you, revenue has gone up a lot and it keeps rising. Conversion used to be really weak!
PsychiatristFrequently asked questions
Does the WhatsApp number stay mine?
Yes. The number and the whole conversation history remain the practice’s. Our team replies on your behalf.
What are your hours?
Monday to Friday, 8 am to 6 pm (Brasília time).
Do you handle both insurance and private patients?
Yes. We follow the rules you set for each health plan and for private care.
Is there an employment relationship with the secretary?
No. You contract Confiança Digital under a service agreement.
Other services
Administration and finance
Reports, payment tracking, invoicing and collections: visibility over what is happening in your practice.
- Daily, weekly and monthly reports
- Payment tracking
- Invoicing and collections
- Unfinished treatment plans
WhatsApp automation
Confirmations, reminders and message templates set up and monitored by our team.
- Set up by our team
- Message templates
- Automatic confirmations and reminders
- Ongoing monitoring
Coming soon Front desk at the practice
Our team also welcomes your patients, even from a distance: check-in, waiting room and remote reception.
- Check-in via WhatsApp or kiosk
- Waiting-room screen
- Remote reception by video
Coming soon Marketing for healthcare professionals
Website, online presence and social media that comply with medical advertising rules.
- Practice website
- Search presence
- Social media
- Compliance with CFM Resolution No. 2,336/2023
A patient is waiting for a reply right now.
Start with the free assessment: in one conversation you find out where you are losing patients and how we fix it.
Team: Monday to Friday, 8 am to 6 pm · Automation: 24 hours