Patient care and secretarial support
A team that replies, runs the calendar and follows each patient from first contact to return visit.
- WhatsApp management
- Bookings and confirmations
- Follow-up and aftercare
- Lead follow-up
All services
Services
Administration and finance
Good management depends on organised, accessible information. We run the administrative and financial routines so every process reaches its next step and you know exactly where your practice stands.
Who it is for
Professionals who want to see their own operation without building spreadsheets at the end of the day, and clinics that need consolidated information to decide.
What it solves
No visibility
Not knowing how many contacts came in, how many booked and what is pending.
Untracked payments
Forgotten collections, late invoices and unchecked fees.
Plans that never close
Treatments presented at the practice that nobody followed up with the patient.
What is included
Reports
- Daily report: the main movements of the day
- Weekly report: consolidated view and points of attention
- Monthly report: how the period evolved
- Lead spreadsheet: logging and tracking every opportunity
Finance
- Payment tracking
- Invoicing (notas fiscais)
- Collections
- Fee follow-up
Closing
- Following up treatment plans not finalised at the practice
Every process followed through to the next step.
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.
Choosing what to track
We agree what each report should show and how payments and invoices are handled today.
Supported start
During the first weeks we fine-tune whatever is needed, and you receive the first reports.
Frequently asked questions
What do the reports contain?
The day’s movements, a consolidated weekly view with points of attention, the monthly evolution, and the lead spreadsheet.
Do you replace my accountant?
No. We handle day-to-day routines (payments, invoices, collections) and work alongside your accountant.
Can I hire just the finance side?
The scope is set in the first conversation, based on what your practice actually needs.
Other services
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
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