What does the assistant handle, and what stays with your team?
The assistant collects details and answers from information you approve; your team confirms bookings and decides on insurance, prices and anything medical.
| Request | The assistant | Your team |
|---|---|---|
| Appointment request | Collects name, doctor or specialty, branch and preferred time; offers times from your schedule | Checks the slot and confirms |
| Insurance question | Answers from your accepted-insurer list, says reception confirms coverage, and notes the patient's insurer | Checks coverage and approvals in your own systems |
| Medical question or symptoms | Doesn't answer; passes it to a person with your escalation wording | A clinician replies |
| Price and payment | Never takes card details in chat | Confirms the price; payment at reception or by your usual process |
| Branch follow-up | Routes each request to the right branch and doctor, and shows its status in the dashboard | Managers see which branch is behind and who owns each request |
Meta's Business Messaging Policy says not to ask people on WhatsApp for full payment card numbers, financial account numbers or personal ID card numbers. Check the national ID or Iqama and the insurance card at reception.
An insurance question at 10:40 pm
A mother in Jeddah asks at 10:40 pm whether the clinic takes her insurer and has a paediatric slot on Saturday. The assistant answers from the insurer list, takes the child's name and a preferred time, and asks her to bring the insurance card and ID. At 9 am reception confirms the slot on WhatsApp.