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Idrak for clinics

Organized follow-up under human supervision

Turn repeated events into rules: distributing inquiries across the team, follow-up tasks and dates, comment replies, and a welcome message outside working hours. Sensitive decisions stay with a person.

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A new inquiry flow Live
01 · Trigger A new inquiry arrives WhatsApp · from an ad
02 · Condition Outside working hours? Condition
03 · Message An approved welcome message WhatsApp
04 · Action Assign the inquiry by branch and service Action
05 · Action Create a call task Action
What it organizes

Rules that replace manual reminding

Every inquiry has a clear path, and nothing stays pending without a next step.

Distribution across the team

Inquiries are distributed in rotation by branch and service, with a cap on open inquiries per team member.

Outside working hours

The rule sends a welcome message and the inquiry goes first in the morning queue.

Automatic tasks

A call or follow-up task is created when an inquiry arrives or a patient replies.

Follow-up dates

The team member picks the follow-up date and the linked steps run on time.

Comment rules

Replies and actions by comment type; complaints stay with a person and are never hidden.

Handover to a person

Automation doesn't return symptom and complaint conversations to the assistant after they've been handed to a person.

Assignment

The inquiry reaches the right person

Set assignment rules by branch, service and working hours, and watch inquiries that have waited too long before they're lost.

  • Fair rotation Among the team of the relevant branch and service.
  • Waiting timer See how long each new inquiry has waited, with late ones highlighted.
  • What each role needs Permissions decide who edits rules and who only follows up.
New inquiries
New
Dental implant inquiry
Branch 1 · waiting
Qualified
Consultation booking request
Branch 2 · assigned
With sales
Orthodontics inquiry
Late · needs a call
Posts and comments

Every comment follows a clear rule

A price question or booking request gets a public reply and a private chat, praise gets a thank-you, spam is hidden, and a complaint goes to a person.

  • Approved replies The wording the clinic approved is used.
  • Complaints never hidden A complaint stays visible and goes to a person at once.
Comment rules Live
01 · Trigger A new comment on a post or ad
02 · Condition What type of comment?
03 · Message Price question: public reply, then a private chat
04 · Action Complaint: handed to a person
Everyday scenarios

See the flow from the patient's side

Illustrative examples; the clinic sets the wording and conditions.

A welcome that isn't lost

When an inquiry arrives at night, an approved welcome message is sent and it is first to be called in the morning.

  • Trigger: new inquiry
  • Condition: outside working hours
  • Approved welcome message
  • Call task in the morning
A After hours Online WhatsApp
I'd like to know the consultation times.
AI agent Welcome to the clinic, we received your message and the team will contact you at the start of tomorrow's shift.
Sales team Good morning, I'm contacting you about the consultation.
Type a message…
Getting started

From an idea to a working rule

Clear steps the clinic sets and reviews before switching on.

  1. 1

    Pick the event

    A new inquiry, a comment, a follow-up date, or archiving.

  2. 2

    Add the condition

    The branch, service, working hours or comment type.

  3. 3

    Choose the action

    Assign a team member, create a task or send an approved message.

  4. 4

    Review and switch on

    The action is switched on after review and stays recorded.

Discuss your clinic's needs

Common questions about automation

Are messages sent without the patient's consent?
No. Outgoing messages respect consent status and opt-out requests, and sending stops as soon as the patient asks.

Does automation handle complaints?
A complaint goes to a person and isn't hidden, and automation doesn't return it to the assistant.

Can I edit the rules myself?
Yes, according to your role's permissions in Idrak.

Does it run on unofficial channels?
No. Messages rely on Meta's official APIs and approved WhatsApp templates.

What if no suitable approved reply exists?
The conversation goes to a team member instead of an improvised reply.

Organize clinic communication with Idrak

Discuss your clinic's needs and channels to define a suitable scope.

Discuss your clinic's needs Explore all features