Case Study · Health Clinic

The patient at 22 PM on Saturday
Now she's leaving with the appointment scheduled.

A Bytebio connected WhatsApp customer service to schedules and to KommoWith ByteClínicas, the clinic was able to receive and organize information and schedule appointments even outside of reception hours.

Updated

Saturday, 22:14 PM: Clinic closed.

ByteClinicsClinic virtual assistant
Patient

Good evening. I would like to schedule an appointment with a dermatologist.

Clinic · AI

I have an appointment available Tuesday at 9 AM or Wednesday at 16 PM with Dr. Paula. Which do you prefer?

Patient

Tuesday at 9am.

Appointment scheduled, reminder the day before.

Specialist's agenda

Dr. Paula · Dermatology

Tuesday09 hrs
Appointment scheduledWhatsApp patient
Wednesday · 16 PMAnother schedule offered

The choice in the conversation begins to occupy a time slot in the schedule.

KommoService record

Appointment scheduled

Canal
WhatsApp
Specialty
Dermatologist
Professional
Dr. Paula
Query
Tuesday, 9am

The team receives the patient's history.

Illustrative conversation, schedules, and data sheet, with fictitious information. They represent the solution to the case study, without exposing patients or the clinic environment.

Where the service stopped

The counter and WhatsApp were competing for the same person.

During office hours, the receptionist answered questions about procedures, prices, and schedules while also attending to patients already in the clinic. Messages piled up. At night and on weekends, patients had to wait to schedule appointments, and many sought out another clinic.

The problem persisted even after scheduling: a forgotten appointment left an empty slot, while follow-up reminders and satisfaction surveys were postponed. It was necessary to integrate these steps into the patient care routine.

Empty reception area of ​​a clinic at night, in an illustrative image.

The reception desk was closing for the day. The messages kept coming.

Illustrative image from the ByteClínicas page. It does not depict the clinic in this case study.

The contribution of Bytebio

First, understand the routine. Then, set up the service.

A Bytebio The study mapped how patients arrived, what questions they had, how specialists' schedules worked, and where the reception encountered difficulties. This survey guided the rules for automated patient care.

ByteClínicas was configured to respond with clinic information, check available times, and schedule appointments within the conversation. Kommo He began compiling records for each patient and their treatment, linking what was said on WhatsApp to the team's work.

The information gathering prepared the team for the handover: what the patient was looking for and what they reported was recorded. When human interaction was necessary, the reception staff took over, taking a record of the conversation. The clinical evaluation continued with the healthcare professional.

The clinic provides the service information and sets the rules: what hours to offer and when the reception should take over. Bytebio It configures the connections and monitors the operation.

The scheduled appointment is the beginning.

The conversation also shifted to discussing what comes next.

Before the appointment, reminders allowed patients to confirm, reschedule, or cancel via WhatsApp, updating the schedule accordingly. This way, the clinic received the patient's response and could work with the available appointment slots.

The follow-up included care materials, return reminders, and post-consultation satisfaction surveys. The reception area now has an organized routine for these contacts, in addition to answering day-to-day questions.

Reminder before your appointment

Your appointment is scheduled for Tuesday at 9 AM. You can confirm, reschedule, or cancel here.

  • RSVP
  • Reschedule
  • Cancel

The response updates the agenda.

Illustrative example of a reminder sent via WhatsApp.

The service continued. The team maintained the context.

Patients were able to schedule appointments outside of regular business hours. Frequent questions were answered via WhatsApp, and the reception staff could dedicate themselves to those in the clinic and to situations requiring in-person assistance. Scheduling, medical history, and follow-up became part of the same routine.

ByteClinicsWhatsApp · Calendar · Kommo

The product used in this case

ByteClínicas, with the operation designed by Bytebio.

ByteClínicas is the AI-powered patient care solution from Bytebio for clinics that use KommoIn this project, we connected patient reception via WhatsApp, scheduling, and follow-up to the clinic's rules. On the product page, you can learn about the features and how implementation works.

Get to know ByteClínicas
Possibilities for the next stage

Budgets for aesthetics and dentistry, service across multiple units, integration with medical records, and health campaigns are all possible approaches. These are not presented as completed deliverables in this case study.

We preserve the identity of the clinics, their volumes, conversions, and values. Patient data requires even more care.

Does the next patient have to wait for your reception area to open?

Describe how messages arrive, how the team organizes schedules, and where customer service typically gets stuck. Bytebio It begins with the diagnosis and proposes a pilot program with the rules and specialties of your clinic.

Let's talk about my clinic. The conversation opens on WhatsApp, with a specialist from... Bytebio.

This scenario makes sense for clinics with frequent WhatsApp messages and difficulty balancing messaging, reception, and schedules. With low volume or without a defined process, the first step may be to organize customer service.

Talk on WhatsApp