Clinics and dentists

A WhatsApp assistant for clinics and dental practices

Patients message a clinic at all hours. Most ask the same things: are you open, how much is a scaling, can I see a doctor tomorrow. doTask answers those from the information you give it and books the appointment into your calendar. Anything clinical goes straight to your staff.

A doctor talking with a patient
WhatsApp for clinics and dentists

What customers ask

  • Are you open on Sunday?
  • How much is scaling and polishing?
  • Can I see Dr. Tan tomorrow morning?
  • I need to move my appointment.
  • My gum is bleeding. What should I take?

An example

Example conversation. The names and prices are made up.

Hi, can I book a scaling this Saturday morning?

Yes. Scaling and polishing takes 30 minutes and costs RM 120. On Saturday morning Dr. Tan has 9:00, 9:30 or 11:00. Which suits you?

9:30

Scaling and polishing, Saturday 9:30 with Dr. Tan. May I have your full name?

Nur Aisyah Rahman

Booked, Aisyah. Your code is H4KQ7M. The clinic will confirm it shortly. To change it, just message us here.

Also my gum bleeds a lot. Is that normal?

I can't give medical advice, so I've passed your question to our team. Someone will reply here.

Appointments with the right practitioner

Choose Clinic, dental, physio under Bookings → Settings → Your industry. The calendar opens with a column per practitioner, and the words change to practitioner, appointment and patient.

Each treatment is a service with its own duration, price and buffer time, so a room can be cleaned between patients. Each practitioner and treatment room has its own hours. The clinic preset leaves auto-confirm off, so online bookings wait as Booked until your front desk confirms them.

  • Patients can ask “when is my appointment?” and the assistant finds their own bookings.
  • They can cancel or move a booking in the chat.
  • When nothing is free, the assistant offers the waitlist.
  • A deposit can be taken through your own Stripe account.

Medical questions go to a person

Anything clinical or medical is always handed to your team. This is built in, not a setting to remember.

The New patient intake question set asks the reason for the visit, how urgent it is and the preferred time. It gives no medical advice. Its template tells the assistant to direct an emergency to emergency services and hand off at once.

Reminders on WhatsApp

Tick Send a WhatsApp reminder under Bookings → Settings and set the hours before. Pick an approved template with three variables: name, service and time. A reminder is a utility template, so it also reaches patients who have written to you on WhatsApp. Anyone who replied STOP is skipped. An email reminder is available too.

Setting it up

  1. Settings → WhatsApp → Start, and connect your number through Meta.
  2. Bookings → Settings → Your industry → Clinic, dental, physio.
  3. Bookings → Resources → New for each practitioner and treatment room, with their hours.
  4. Bookings → Services → New for each treatment, with duration, price and buffers.
  5. AI Agent → Knowledge → Data sources: add hours, fees, panels and policies.
  6. AI Agent → Behavior → Question sets: start from New patient intake.
  7. Bookings → Settings: turn on the WhatsApp reminder, then press Publish bookings.
  8. Test it in AI Agent → Playground.

Step-by-step guides: Bookings setup, Handoff, Procedures, Whatsapp window, Privacy requests.

Which plan

Starter (RM 129 a month) suits a small clinic: 2 team seats, 3 staff calendars and 300 AI conversations a month. Online booking needs Starter or above. A clinic with more practitioners fits Growth (RM 299: 5 seats, 10 staff calendars, 1,000 AI conversations). Meta bills WhatsApp reminders to your own account.

Every paid plan can also be paid annually, with two months free.

All plans and prices · What Meta charges for WhatsApp

Questions

Will the assistant give medical advice?

No. Anything clinical or medical is handed to a person. You can add your own lines under AI Agent → Behavior → Rules, such as “Never comment on a treatment plan.”

Can patients choose their doctor?

Yes. Under Bookings → Booking flow you decide whether patients pick who they see or get the first free practitioner.

Do reminders cost money?

WhatsApp reminders are template messages. Meta charges for them on your own WhatsApp Business Account. doTask adds nothing.

A patient wants their data deleted. Can we do that?

Yes. Export or erase a contact from Customers → All contacts. Each export and erasure is logged with the details masked, which helps with PDPA records.