The challenge
The front desk serves patients in person while WhatsApp piles up questions about prices and hours. Appointments are booked by hand in three different calendars and forgotten visits leave chairs empty.
How the workflow runs
- 1
Identify the treatment
Wenzy asks the general reason (exam, cleaning, orthodontic check-up) and maps it to the service and its duration.
- 2
Choose specialist and time
It checks the calendar of the dentist who provides that service, synced with Google Calendar, and offers two or three options.
- 3
Confirm with minimum data
It records name, phone and general reason; it does not request medical records or X-rays.
- 4
Remind and reschedule
It sends the WhatsApp reminder and the patient reschedules or cancels by replying in the same chat.
- 5
Hand off emergencies
Messages about severe pain or emergencies go to the front desk with the full history.
Expected outcomes (unmeasured)
- Replies with real availability outside office hours.
- A single reference calendar per specialist, without double bookings.
- Rescheduling handled in chat instead of phone calls.
What to measure in the trial
- Appointments booked on WhatsApp without front-desk involvement.
- No-show rate before and after enabling reminders.
- Reschedules and cancellations completed in chat.
- Conversations handed off by reason (emergency, estimate, complaint).
Limits and business decisions
- Each specialist's calendar reflects blocks, vacations and phone bookings.
- Detailed clinical estimates are delivered after the in-person exam.
- Meta bills the practice for reminder templates and service messages at its current rate.
- No percentage improvement is published because the scenario contains no customer measurement.
Frequently asked questions
Which plan does this scenario use?
Professional (US$99 per month): up to 5 professionals, services with their own duration, Instagram and smart follow-up.
Does Wenzy give patients diagnoses?
No. Wenzy handles administrative topics and hands any clinical question to the front desk or the dentist.
Is this a real case?
No. It is an operational scenario for evaluating the workflow; it attributes no results to any practice.
Methodology
Reference workflow based on the published capabilities of the Professional plan for appointment businesses. It is not a measured customer result.