In your flow, not a template
We mapped schedule, records, insurances and finances as the clinic really operates — no forcing off-the-shelf processes.
01 · MODELINGA tailored clinic management system is software designed exactly for how your operation works — not another off-the-shelf SaaS forcing you to fit its workflow and charging per user forever. Today your schedule lives in one place, records in another, finances on a spreadsheet, and patient conversations get lost in reception’s WhatsApp — no one sees the big picture. XMACNA brings it all into one system and delivers a Digital Employee answering and confirming on WhatsApp, with every appointment, registration, and insurance info falling into the same record.
Tailored system + WhatsApp that confirms the appointment.
Client contacts via WhatsApp, voice, or active campaign.
The Digital Employee reads history, memory, and data from the Intelligent Dashboard.
It chooses the next action: reply, qualify, schedule, collect, or escalate.
The conversation turns into structured data, private notes, and updated opportunity.
Your team takes over when a human is needed, already with full context.
Every clinic has its way: order of service, important fields, troublesome insurance, specialties with different billing. Off-the-shelf systems ignore this and force you to follow their way — so the team uses spreadsheets on the side, takes notes on paper, and inputs the same data into three screens. Tailored reverses the logic: the software executes your process, with scheduling, records and finances in the same record, and patients keep interacting with the clinic via the usual WhatsApp.
Off-the-shelf system that doesn’t fit
System designed for your workflow
Schedule filled manually
Digital Employee schedules and confirms 24h before
Reception manually answering WhatsApp
Digital Employee answers 24/7 and books directly in the schedule
Records and finances in separate systems
All integrated on the same dashboard
You won’t stop the clinic to implement a months-long IT system, nor migrate everything at once and hope for the best. XMACNA models the software exactly as your operation runs, connects to the records and insurance validation you already use, and plugs the Digital Employee into WhatsApp the same day — it books appointments, confirms attendance ahead of time and logs everything in the system while reception gets off the phone. All secure: explicit consent and health data encrypted, LGPD-by-design from the modeling phase.
We mapped schedule, records, insurances and finances as the clinic really operates — no forcing off-the-shelf processes.
01 · MODELINGThe Digital Employee schedules, confirms 24h in advance, and reschedules when the patient cancels, calling the next in line. Active confirmation generated the most scheduled visits at Rede Supera (education franchises).
02 · SCHEDULINGGuided anamnesis before the appointment, patient history, and finances interacting. The doctor receives the summary ready.
03 · MEDICAL RECORDReady-made systems force you to fit their flow and charge per user forever. XMACNA designs the system around your clinic’s workflow and already delivers the Digital Employee on WhatsApp — no templates and no monthly chair fees.
It pays for itself with appointments the reception couldn’t handle and the revenue lost from empty chairs. XMACNA also includes the Intelligent Dashboard free at setup — you don’t pay extra CRM licenses.
Both, integrated. If you already have management software and just want the service, check the AI for clinics page — the Digital Employee plugs into the scheduling system you already use.
Yes. We connect via smart integration to medical records, scheduling, and insurance verification — and the patient never has to leave WhatsApp to schedule or confirm.
Yes. Explicit consent before collecting any clinical data, encryption in transit and at rest, LGPD-by-design from system modeling onward.
to deliver extraordinary results in your Digital Employee.
Combining the best of each model for superior results.
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