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Clinics and wellness businesses

Handle administrative follow-up so your team can focus on patients and clients

Clinics, physiotherapy centres and wellness providers spend a lot of time on reminders, general enquiries and recall messages. Wedo Automations can handle administrative communication, while clinical decisions stay entirely with your qualified staff.

Automation here is for administrative communication only. AI must not be used to make clinical decisions or give medical advice, and a person on your team should oversee messages. We recommend not collecting sensitive health information through web forms or automated messages. Consent is required for messaging.

01 — Common problems

Where the time and enquiries tend to slip away

  1. Missed appointments

    Unattended slots waste practitioner time, and phoning each patient to confirm is not practical during clinic hours.

  2. Phones tied up with routine questions

    Opening hours, location, parking and how to book take up reception time.

  3. Recall is inconsistent

    Regular check-ups or follow-up visits depend on someone remembering to reach out.

  4. Enquiries outside opening hours

    People look for a clinic in the evening, and an unanswered enquiry is easily lost.

  5. Need to keep patient information careful

    Many clinics are wary of putting health details in messaging tools, and rightly so.

02 — Automation examples

What can be configured

Examples of workflows that can be set up for this type of business. Exact wording, timing and channels are agreed with you.

  • Appointment reminders

    A reminder is sent ahead of a booked appointment with the date, time and location, plus a way to ask to reschedule.

  • General enquiry form

    A form asks only for name, contact details and preferred time. It does not ask for symptoms or medical history.

  • Admin FAQ assistant

    Answers questions about opening hours, directions and how to book, using wording you approve, and hands off to staff for anything else.

  • Recall reminders

    A general reminder that it may be time to book a visit, set to an interval your team decides.

  • Feedback and review request

    A request to share feedback or leave a Google review is sent after a visit.

03 — Example customer journey

How one enquiry might flow through

This is an illustrative example, not a record of a real customer or a promised result. Your own journey is designed around your business.

Features most relevant here

  • Appointment reminders
  • CRM pipeline
  • AI FAQ assistant
  • Website chat
  • Review requests
  • Reactivation messages

Explore all automationsView pricing

Messaging customers requires their consent. We help you capture it and respect opt-outs.

  1. Step 1: General enquiry

    A new patient finds your site and requests an appointment slot using a simple form with no health details.

  2. Step 2: Acknowledgement

    They receive confirmation that your team will be in touch, with opening hours.

  3. Step 3: Staff follow-up

    A team member is notified and contacts them to confirm the booking.

  4. Step 4: Reminder

    Before the appointment, a reminder with date, time and location is sent.

  5. Step 5: After the visit

    A courtesy message and a feedback request go out, written by your team.

  6. Step 6: Recall

    Later, a general reminder invites them to book their next visit if appropriate.

04 — FAQ

Questions we hear in this industry

No, and it should not be set up to. AI is used for administrative questions only. Clinical judgement, advice and triage remain with your qualified staff.

More questions? See our general FAQs.

Talk through your own workflow

Book a free call and we will go through how you handle enquiries and follow-up today and what could be automated.