Clinics & Medical OfficesYour clinic on WhatsApp, no no-shows, no chaos

Reduce 60% of no-shows and automate reminders, scheduling, and follow-ups via WhatsApp

From first contact to scheduled returns, Leadzy manages patient relationships while your team focuses on in-person care.

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Vitta Clinic

Responding in seconds

Online

I need to reschedule my Thursday appointment

09:41

No problem, Carla! Here are 3 options:

Wed 04/16 - 10:00 AM
Thu 04/17 - 2:30 PM
Fri 04/18 - 9:00 AM

09:41

Rescheduled and reminders reconfigured automatically

0%

fewer no-shows

with automatic reminders

0h

hours saved per week

by the front desk

0x

more return visits

with post-visit follow-up

0min

avg. response time

to patients

What holds your clinic back

Your schedule is full, but your revenue doesn't reflect it

Schedule without Leadzy

-30% occupancy

Monday to Saturday, 8AM-2PM

MonTueWedThuFriSat
8h
10h
12h
14h
5 no-shows this week$960 lost

Schedule with Leadzy

+92% occupancy

Same week, with active reminders

MonTueWedThuFriSat
8h
10h
12h
14h
2 rescheduled, 0 no-shows$1,848 preserved

High no-show rate

Patients forget appointments, don't confirm attendance, and your schedule fills with gaps. Every no-show is lost revenue and wasted time.

Overwhelmed front desk

Your reception team spends all day answering WhatsApp with repetitive questions: 'How much does it cost?', 'Any openings?', 'Do you accept insurance?'. No time left for in-person patients.

Patients who don't return

Patients who need ongoing care simply disappear. Without a re-engagement system, you lose recurring revenue and compromise treatment outcomes.

Scattered information

Patient data in spreadsheets, appointments on paper, and conversations on WhatsApp. Nothing talks to each other, and management becomes a puzzle.

Reminder cadence

4 automatic touchpoints per patient

Your front desk never needs to call, type, or remember again. Leadzy sends, confirms, and reacts to every reply.

48h before

Initial confirmation

Message sent automatically to all patients with scheduled appointments.

Vitta Clinic

to Carla Menezes

Tue 9:00 AM

Hi Carla! Just a reminder about your appointment with Dr. Marina on Thursday at 2 PM. Can I confirm?

Confirmed by patient
24h before

Confirmation reminder

Message sent automatically to all patients with scheduled appointments.

Vitta Clinic

to Carla Menezes

Wed 2:00 PM

Your appointment is tomorrow at 2 PM. Reply 1 to confirm or 2 to reschedule.

Confirmed by patient
2h before

Final reminder + address

Message sent automatically to all patients with scheduled appointments.

Vitta Clinic

to Carla Menezes

Thu 12:00 PM

Your appointment is today at 2 PM. Address: 100 Main St, Suite 502. See you soon!

Post-visit

Follow-up & survey

Message sent automatically to all patients with scheduled appointments.

Vitta Clinic

to Carla Menezes

Thu 3:00 PM

How was your appointment? Rate 1 to 5 and confirm your follow-up in 60 days.

Quick replies for your front desk

Your front desk replies in seconds with 1 click

No robotic bot. Your receptionist uses quick replies and ready-made templates - with patient name, schedules, insurance plans and everything already formatted.

Even better: anyone on the team can create and edit these replies in minutes. No tech needed, no hassle.

Examples of saved replies you can create

Accepted insurance

We accept Blue Cross, Aetna, Cigna, UnitedHealth...

1 click

Available times

We have 3 available slots this week...

1 click

Appointment cost

The self-pay appointment fee is $150...

1 click

Address & parking

100 Main St, Suite 502. Parking available...

1 click

Pre-exam instructions

8-hour fasting, bring ID and referral letter...

1 click

Digital prescription

Here is your digitally signed prescription...

1 click
Set up reception replies
AN

Ana - Vitta Clinic Reception

Attending Carla M.

Pinned replies at top: 1 click sends to the patient

Hi, do you accept Blue Cross?

09:12

We accept Blue Cross, Aetna, Cigna, UnitedHealth, and self-pay. Which is yours? I'll check available slots.

09:12
sent from a saved reply

Blue Cross. Any openings this week?

09:13

We have 3 available slots: Wed 10:00 AM Thu 2:30 PM Fri 9:00 AM Which works best for you?

09:13
sent from a saved reply

Thu 2:30 PM works perfectly!

09:14

All set, Carla! Appointment booked for Thu, 2:30 PM with Dr. Marina. You'll get reminders 24h and 2h before. 100 Main St, Suite 502.

09:14
sent from a saved reply
Resolved in 1m50s
Saved replies6 saved
insur2 results

Your reception sets everything up on their own - no tech help needed

Creating and editing quick replies works just like writing a regular message. If you know how to use WhatsApp, you know how to use Leadzy.

Patient journey

From the first hello to the scheduled return, all automated

01

First contact

Patient messages on WhatsApp asking about pricing, insurance, or availability. Your front desk replies in one click with customizable quick replies.

Reply in secondst + 0
02

Scheduling

Your front desk sends available time slots in one click. The patient picks one and the appointment goes straight to your calendar.

No phone callst + 2min
03

Automatic reminders

48h, 24h, and 2h before. Patient confirms directly in chat.

-60% no-showsAutomatico
04

Appointment

Patient arrives on time, address already sent. Zero front desk chaos.

Auto check-inDia D
05

Post-visit

Satisfaction survey, prescription delivery, and follow-up scheduling.

Patient retention+1h depois
06

Scheduled follow-up

In 30, 60, or 90 days, the patient gets a new appointment invitation.

Recurring revenue+30 a +90 dias
Patient tracking

Every patient with a complete profile, history, and next step

Insurance, specialty, last visits, front desk and doctor notes. Everything in one place, right next to the WhatsApp conversation.

CM

Carla Menezes

Loyal

+55 11 9****-**** - 34 years

UnimedDermatologyUnder treatment
Source

Patient referral

Doctor

Dr. Renata Vitta

Last appointment

03/14 - Dermatology

Next return

05/15 at 2:00 PM

Journey4 of 5
New
Scheduled
In treatment
Return
Loyal
History

First contact: 'I'd like to schedule an evaluation'

02/03, 09:15

Scheduled appointment - Dermatology

02/03, 09:20

Received reminders 48h / 24h / 2h before

13/03 - 14/03

Seen by Dr. Renata Vitta

14/03, 14:00

Received digital prescription + guidelines

14/03, 15:30

Return scheduled for 05/15

Automatic

Notes

Patient undergoing treatment for active acne. Allergy to ASA. Next return for reassessment in 60 days.

Dr. Renata Vitta, 03/14 3:00 PM

Your patient pipeline

312 active
New

42

Scheduled

78

Treatment

156

Return

36

Drag patients between columns. Each stage can trigger an action.

Insurance and specialty per patient

Filter, segment and organize by plan, doctor or specialty.

Complete appointment history

Appointments, messages, reminders, prescriptions and medical notes.

Visual patient pipeline

Track who's in treatment, returning or inactive for months.

Reception and doctor notes in one place

The whole team picks up care with full context.

For every specialty

Clinics and offices that already use Leadzy

Reminder cadences, templates, and follow-ups customized for each specialty.

Dentistry
Cardiology
Dermatology
Pediatrics
Psychology
Aesthetics
Physiotherapy
Ophthalmology
Nutrition
General practice

“Em 2 meses, minhas faltas cairam de 18% para 4%. A recepcao ganhou 3 horas por dia. Meu consultorio nunca foi tao organizado.”

DR

Dr. Renata Vitta

Dermatology clinic - São Paulo

Features

Everything your clinic needs in one place

Automatic reminders 48h / 24h / 2h

Configurable cadence per specialty. Patient confirms or reschedules without needing the front desk.

FAQ bot for common questions

Pricing, insurance, hours, address, parking. All answered in 1 second, 24/7.

WhatsApp scheduling

Patient picks their time slot right in the chat, no phone calls needed.

Post-visit follow-up

Satisfaction survey, digital prescription delivery, and automatic follow-up scheduling.

Patient conversation history

Complete message history, appointments, and internal notes.

Tags by insurance & specialty

Organize patients by insurance plan, specialty, and treatment status.

Quick prescription & referral delivery

Ready-made templates. Send PDFs, pre-exam instructions, or referrals in one click.

Birthday & milestone messages

Your patients feel remembered. Real retention, zero manual effort.

A principal escolha de +10.000 profissionais da saude no Brasil

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Ready to transform your clinic's patient care?

Setup em minutos, suporte humano em portugues. Sua recepcao vai te agradecer.

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TESTIMONIALS

See what our users are saying

I always believed that audio-based support was a conversion game-changer, but it used to be all manual and slow. With this tool, I automated my audios from my computer, gained speed and kept a much more human, professional touch. Today even my team sounds just like me. Simply essential.

Guilherme Venturim

Guilherme Venturim

eCivil Concursos

This tool completely changed how I handle support. I used to send audios one by one — now I do everything with a single click, in a much more human and professional way. It saved me time and boosted my sales. Highly recommend, it really works.

Michaela Alves

Michaela Alves

Digital product creator & Affiliate

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FAQ

Frequently asked questions

Still have questions? Talk to one of our specialists for personalized guidance.

O Leadzy é um ecossistema integrado ao WhatsApp Web, composto por uma extensão para Google Chrome e uma plataforma online. A extensão adiciona recursos de automação e produtividade ao atendimento no WhatsApp, enquanto o CRM permite organizar contatos, funil de vendas, tarefas e histórico de negociações dentro do WhatsApp e ao mesmo tempo salvando em núvem. Assim, você vende, atende e gerencia clientes no mesmo fluxo, sem alternar entre ferramentas.

Still have questions?

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