Team and seats
Invite, edit, switch roles, suspend, reactivate and reset passwords.
Player 1: the owner
Run the clinic, not the phone
You set the prices, hire the team, connect WhatsApp and pay the bill. Mediora gives you one place to do all of it, a dashboard that adds up, and an audit log for the day somebody asks who changed what.
Dashboard
Today in Austin, TX
Last 7 days Export CSV
Appointments today
24
6 still to come
Revenue today
$2,840
Completed visits
Conversations
41
12 after hours
Handled by assistant
37
4 handed to staff
Revenue completed visits
Assistant HandledTo staff
An owner's day, with Mediora
8:30
Check the numbers
Today's appointments, revenue from completed visits, conversations and how many the assistant handled. The dashboard refreshes every minute.
10:00
Change a price
Edit a service and the assistant quotes the new price from the next message. Existing bookings keep the price they were made at.
13:00
Add a doctor
Invite them by email. They get a temporary password, valid for 72 hours, and must change it on first login.
16:00
Send a recall
Pick patients, choose an approved template, schedule it for tomorrow morning and watch the delivery report.
17:30
Suspend an account
Someone leaves on bad terms. One click and they're locked out on their next request, on every device.
What only the owner can do
There's exactly one owner account per clinic. These controls live there and nowhere else.
Services
Names, prices, durations and categories. Archive instead of delete.
Rosters
Weekly rosters with split shifts, plus dated leave for every doctor.
Connect the clinic's WhatsApp Business account and manage templates.
Assistant
On or off, booking, cancellations, keywords, instructions and limits.
Campaigns
Broadcasts with approved templates, on Starter and above.
Dashboard
Daily numbers, charts and CSV export on Professional and up.
Audit log
Every change, by whom, from where and when.
The team
Hire, suspend, sleep
Receptionists and doctors are invited by the owner; nobody can create another owner. Each role sees only its own tools, and the server enforces it, not hidden buttons.
Suspension is instant: the person's next request fails, on every device, and their live connections are rechecked within 30 seconds. Their history stays, because nothing is ever hard-deleted.
- Included: Suspending someone frees their plan seat
- Included: Switch a person between receptionist and doctor
- Included: Plan limits are enforced on the server
Team
4 of 5 seats used on Starter
Invite
| Name | Role | Status | Last active | |
|---|---|---|---|---|
| TMTasha Moore | Receptionist | Active | 2 min ago | Suspend |
| RDr. Rivera | Doctor | Active | Today | Suspend |
| CDr. Chen | Doctor | Active | Yesterday | Suspend |
| BDr. Brooks | Doctor | Must change password | Invited | Suspend |
| HWHannah Wu | Receptionist | Suspended | 3 weeks ago | Reactivate |
Accountability
Who changed the price?
Every successful change is recorded: the person, their role at the time, the action, the record, their IP address and the time. Filter by person, action, record type or date, or open a patient's, service's or staff member's own history tab.
Audit rows can't be edited or deleted, not even through the database. Secrets are redacted, and clinical content is left out entirely.
Audit log
Every change, who made it, and from where. Rows can't be edited or deleted.
ActionPersonDates
| When | Who | Role | Action | Record | IP |
|---|---|---|---|---|---|
| Today 16:02 | Owner | Admin | Updated | Service · Filling | 203.0.113.24 |
| Today 15:47 | Tasha | Receptionist | Rescheduled | Appointment · Jordan Reed | 203.0.113.31 |
| Today 11:42 | Dr. Rivera | Doctor | Signed | Clinical note (content not logged) | 203.0.113.18 |
| Today 09:15 | Owner | Admin | Suspended | Staff · Hannah Wu | 203.0.113.24 |
| Yesterday 18:30 | Owner | Admin | Updated | Assistant settings | 198.51.100.7 |
| Yesterday 10:04 | Tasha | Receptionist | Created | Patient · Daniel Okafor | 203.0.113.31 |
The assistant
You set the rules
The assistant is off until you switch it on, on Professional and Enterprise. You choose its name, whether it books or cancels, which keywords alert your team, what it says when it hands over, and how many replies per hour it may send in one conversation.
Your receptionists can read its settings and activity; only you can change them.
Assistant
Answers patients on WhatsApp from your catalog and knowledge base
OnSave changes
Behaviour
Assistant enabled
Master switch. Off until you turn it on.
Book appointments
Uses the same calendar rules as your staff.
Cancel appointments
Patients can cancel their own bookings.
Reply outside business hours
Max replies per hour
Per conversation. Stops reply loops.
Voice
Persona nameMaple Dental Assistant
Custom instructions
Keep replies short and friendly. Mention free parking behind the building when people ask for directions.
Added after the safety rules. 112 / 2000Escalation keywords
refundcomplaintlawyerswellingbleeding Add
Handoff message
Thanks! I’ve passed this to our front desk. Someone will reply here shortly.
What it doesn't do yet
We'd rather tell you now than have you find out in week two.
Questions, answered
Can I have two admins?
No. Each clinic has exactly one owner account, and no endpoint creates a second. Everyone else is a receptionist or a doctor.
I'm the owner and a doctor. How does that work?
Notes and prescriptions are written from doctor accounts, and the owner account can only read them. Invite yourself as a doctor with a second email address, and use that account in the consulting room.
How do I upgrade my plan?
Talk to us. There's no online checkout yet, so plan changes are made by our team. Limits are enforced on the server either way, and a blocked action explains which limit you hit.
Is revenue on the dashboard money in the bank?
No. It's the booked price of completed appointments. Mediora doesn't do invoicing or payments, so it can't see what was actually collected.
What happens to a suspended person's data?
Nothing is deleted. Their appointments, notes and audit history stay exactly as they were. You can reactivate them later.
The rest of the party
Front desk
You answer WhatsApp, book walk-ins and calm the queue, often at the same time.
Doctors
You see patients.
Continue?
Set up your clinic in an afternoon. The free plan needs no card and no sales call.
Or book a demo