Clinic type: therapy

Private by default. Careful by design.

In therapy, the logistics are delicate too. Mediora keeps clinical notes away from the front desk and completely out of the assistant's reach, and lets you decide exactly how much the assistant does: book sessions, answer questions, or nothing at all.

Patient

Any evening sessions next week?

WhatsApp, 10:40 PM
Assistant

Yes: Tuesday at 6:00 PM or Thursday at 7:00 PM, 50 minutes each. Shall I book one for you?

Who sees what

The record has walls

Access is enforced by the server and the database, not by hiding buttons. A draft note is private to the clinician who wrote it, owner included; others can't even tell it exists.

WhoWhatsApp inboxCalendarClinical notes
OwnerYesYesRead signed notes. Drafts stay private to their author.
ReceptionistYesBook, move, check inNo access at all
TherapistNo accessOwn day; start and complete sessionsWrite, sign and add addenda
AssistantReplies to patientsBooks through the same rulesNo access, by design
When it's not about a booking

A message about crisis

  1. Step 01

    Message in

    A patient writes something worrying, at any hour.

  2. Step 02

    Safety check

    Fixed patterns and a second model check every message first. English, Roman Urdu and Urdu script.

  3. Step 03

    Assistant stops

    Muted on that thread. It doesn't try to counsel anyone.

  4. Step 04

    Team alerted

    A real-time alert with the reason, in the shared inbox.

  5. Step 05

    Number shared

    The reply includes the local emergency number for your country.

Settings worth considering

Dial the assistant down

Every one of these is a real setting the owner controls.

Assistant
Off by default. Turn it on only when you're comfortable; turn it off again with one switch.
Booking
Switch it off and the assistant only answers questions; your team books every session.
Cancellations
Off by default. Leave it off if you'd rather talk to a patient who wants to cancel.
After hours
Switch off replies outside business hours, so night-time messages wait for a person.
Keywords
Up to 50 words or phrases that alert your team in real time whenever they appear.
Reply cap
A per-conversation limit on replies per hour, 15 by default, as a safety brake.

House rules

House rules

Instructions are added after the built-in safety rules, up to 2,000 characters. A therapy practice might write:

"We are a counselling practice. Only help with booking, fees, location and session times. Never ask why someone is seeking therapy, and never comment on how they feel. If anyone mentions harming themselves or others, say the team has been alerted. Keep every reply under three sentences."

Signed means signed

Notes that can't be rewritten

A note stays a private draft until its author signs it. Once signed, it's permanent for everyone, enforced by the database itself. Corrections are added as dated addenda, never edits.

Note contents never enter the audit log either. The log records who did what and when, and leaves the words where they belong.

Maria Lopez
Tue, Nov 12 · Teeth whitening · Dr. Rivera
Signed Add addendum
Signed by Dr. Rivera at 11:42. A signed note can’t be edited by anyone. Corrections go in an addendum.
Chief complaintSensitivity on the lower left side when drinking cold water, two weeks.
DiagnosisReversible pulpitis, lower left first molar.
Note
Cold test positive, settles in under 10 seconds. No pain on percussion. Small occlusal cavity on the lower left first molar. Plan: filling next visit, desensitising toothpaste meanwhile. Review in two weeks.
Addendum · Dr. Chen · 15:10Append only
Patient called back: sensitivity is improving. Keep the filling appointment as planned.

What it doesn't do yet

In this field especially, you should know the gaps before you start.

Help menu

Questions, answered

Can the assistant read session notes?

No. The assistant's tools can't reach any clinical table: notes, addenda and prescriptions are out of its reach by design, not by instruction. It knows your services, clinicians, availability and knowledge base, and that's all.

Can our receptionist see clinical notes?

No. Receptionists have no access to the clinical record. The owner can read signed notes; drafts are private to the clinician who wrote them.

Should we turn the assistant on at all?

That's your call, and you can start small: questions only, no booking, no after-hours replies. The assistant is off until you switch it on, and its activity log shows every reply it sent and why.

What does the assistant do if someone is in crisis?

If the safety check reads the message as an emergency, the assistant stops replying on that thread, your team is alerted with the reason, and the reply includes the local emergency number. It does not attempt to counsel.

Can we hide the inbox from people in the waiting room?

Yes. A privacy blur toggle hides message contents on screen until you need them.

Which plan includes the assistant?

The WhatsApp assistant is part of the Professional and Enterprise plans. The Free and Starter plans include the inbox, calendar, patients and reminders, and your team answers WhatsApp themselves.

Equipment

Continue?

Set up your clinic in an afternoon. The free plan needs no card and no sales call.

Or book a demo