Supplies that don’t run out
Will tracks usage in the spreadsheet, orders from the supplier before anything runs out and chases late deliveries.
Will
Right now, you’re the one handling suppliers, schedules and permits.
Will handles your clinic’s admin in Google Calendar, WhatsApp, Gmail and Conta Azul: supplies, staff schedules, contracts and deadlines. Patient records and patient data stay out of Will, because health data is sensitive under the LGPD, Brazil’s data protection law.
CCláudiaadministration
Hey Will, restock supplies at both locations.
Willdone
Google SheetsSaw gloves and disposable sheets run out in 6 days
GmailOrdered 40 boxes from our usual supplier
Conta AzulEntered the bill with its due date
WhatsAppTold both front desks about Thursday’s delivery
Done.Supplies ordered for both locations, arriving Thursday. I’ll check the invoice when the delivery arrives.
Example · Clínica Vila Serena (fictional), a 26-person physical therapy and Pilates clinic with two locations.
Today, without Will
Every back-and-forth becomes Will’s work.
This is the back-and-forth of an ordinary day. Will takes all of it on and tells you when it’s done.
Your day so far5back-and-forths
- Covered a gap in the front desk schedule
- Asked the supplier for gloves and disposable sheets for the second time
- Looked for the equipment maintenance contract
- Noticed the operating permit renewal is due this month
- Replied to the health plan about its new fee schedule
Leave the admin to me. You take care of the patients.
What Will takes off your plate
The staff schedule, filled
Days off, shift swaps and vacations that come in on WhatsApp and by email become the month’s schedule in Google Calendar, with no gaps at either location.
Permits, licenses and contracts
Will tracks the deadlines for operating permits, licenses, equipment maintenance and health plan contracts, and warns the person in charge well ahead of time.
The clinic’s bills on track
Supplier invoices go into Conta Azul with their due dates, and health plan payments are checked against the bank through Open Finance (regulated by Brazil’s Central Bank).
Quick guide
AI for clinics: 5 practical uses for admin work
At a clinic, AI is for the administrative side: appointment confirmations, no-shows, health plans, staff schedules and suppliers. Here are five things Will does in the calendar, WhatsApp and the management inbox. Medical records and health data stay out of Will.
- Appointment confirmations with no health dataThe day before, Will confirms each appointment on WhatsApp with the date, time, address and what to bring, without mentioning the reason for the visit, and marks who confirmed in Google Calendar.
- No-shows analyzed by time slotWill looks at the quarter’s schedule, without patient names, and shows the days, times and appointment types with the most no-shows. It helps you decide where to confirm earlier and where to open fit-in slots.
- Recurring claim denialsWill reads the health plans’ denial statements and shows the most frequent reasons, such as an unsigned claim form or a wrong code. Billing fixes the problem at the source.
- Each health plan’s requirementsWill pulls each health plan’s manuals and emails into one summary with submission deadlines, required documents and procedures that need prior authorization. The front desk checks it before booking.
- A monthly staff schedule with no gapsUsing days off, vacations and each shift’s needs, Will drafts the schedule and flags the uncovered hours. The coordinator finalizes the schedule.
At the clinic, Will stays on the administrative side, with the calendar, WhatsApp and the management inbox, and you decide what it does on its own: see how Will handles permissions and data.
Work with Will
Will inside the system you use
Will works on the screen you already use, does the work and records every step.
Support inboxInboxWaitingResolved
| From | Subject | Received | |
|---|---|---|---|
| Ana Paula R. | Where’s my order #1842? | 09:02 | |
| Marcos T. | Size exchange | 08:47 | |
| Casa Aurora | Invoice | yesterday | |
| Loja Bem-te-vi | Delivery date | yesterday | |
| Empório Sul | Copy of the boleto (bank slip) | yesterday | |
| Clara M. | Gift for the 12th | yesterday | |
| Ateliê Norte | Wholesale order | Mon |
7 of 31 open conversations‹ 1 2 3 … ›
Where’s my order #1842?
FromAna Paula R.
Order#1842 · Waiting on supplier
Last purchaseAugust
ReplypendingsentYouWill
History
09:02Ana Paula asked about the order
09:05Bia asked Will for the reply
09:06Will found the Têxtil Norte email
You work in the system, and Will stays beside you with the context.Will does it in the system and records every step. Browser inside Will
The features behind it
The parts of Will that do this work. Each one has its own page.
A day with Will
Example: Clínica Vila Serena (fictional), a 26-person physical therapy and Pilates clinic with two locations.
Today
C
Cláudiaadministration
What’s due at the clinic this month?
Will
Three things: the operating permit renewal for the Centro location on the 28th, the equipment maintenance contract on the 30th, and a health plan’s new fee schedule, waiting on a reply since Tuesday.
C
Cláudiaadministration
Can you create the tasks and reply to the health plan?
Will
Created both tasks in ClickUp, each with an owner. I asked the health plan for the full fee schedule as a spreadsheet, to compare it with the current one.
Example · fictional company and data
In the systems you already use
Google Calendar- WhatsApp
- Gmail
- Conta Azul
- Open Finance
ClickUp
Use another system? If it has a login, Will uses it too. See all systems.
The teams that use it most
Frequently asked questions
Does Will read patient records?
No. Health data is sensitive personal data under the LGPD, and Will stays on the clinic’s admin side: suppliers, staff, contracts and deadlines.
Does it work with our clinic’s systems?
Yes, with the administrative ones. Will works with Conta Azul, Omie and other ERPs, with banks through Open Finance, and with the admin team’s Google Calendar, WhatsApp and email. And if your admin system has a login, Will uses it too.
What if a patient writes to the connected email?
Connect the admin inbox to Will and keep patient contact in a separate one. That way, health data doesn’t go through Will. The details are in Security and LGPD.
Does it work for small practices?
Yes. With one room or several locations, Will handles suppliers, schedules and contracts in the systems you already use.
Start with what you chase by hand.
Plans tailored to your company. Tell us what takes up most of your team’s day, and Will starts there.