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What CareSavi does

Everything between the visits, handled.

Answering, booking, reminding, collecting and bringing patients back: the work around the appointment, done the same way every time on the channel your patients already use.

WhatsApp front desk

Your practice's own WhatsApp number, one shared inbox for the team, and menus patients tap instead of type.

  • Shared team inbox

    Your front desk claims, replies to and closes every conversation, and practitioners can read along.

  • Menus patients tap

    Book, reschedule, cancel, check in on arrival or ask for a person from a menu that changes with where the patient is in their visit.

  • Photos, documents and voice notes

    See what patients send, and send photos, PDFs and voice notes back from the inbox.

  • Keep the WhatsApp Business appWhen your number is connected in coexistence mode

    Replies your team sends from the app on the practice phone show up in the inbox too.

  • Every conversation on record

    Every conversation stays with the patient, matched to their record by phone number.

The team inbox: a list of patient conversations, each marked as handled by the AI, by a staff member or waiting for a person, and one open conversation with a photo, a voice note and read ticks. Illustrative: sample data

AI receptionist

Answers patients around the clock, books from your real diary, and hands over to a person in one tap.

  • Answers from your practice's information

    Questions about hours, services, prices and directions are answered at night, over weekends and while the desk is busy.

  • Books and reschedules

    Offers real open slots and books them for the patient it is talking to. It proposes; your booking rules decide.

  • Takes the details

    Collects a new patient's name, date of birth and medical-aid details, and sends a payment link when one is due.

  • Hands over to your team

    A patient can ask for a person at any time, and your team can take over any chat and hand it back.

  • Stays out of clinical advice

    It is instructed never to give medical advice, and messages describing urgent symptoms are picked up by fixed rules and passed to your team.

A WhatsApp conversation: the AI receptionist answers a question about Saturday hours with a Main menu button, the patient asks for a person, and the front desk picks the chat up in the morning. Illustrative: sample data

Booking & reminders

Patients book on WhatsApp, online or from a QR code into a diary built around your practitioners, then get reminded four times.

  • Book on WhatsApp, online or by QR

    A booking page with phone verification, and a printable QR poster for the waiting room.

  • A diary that fits your practice

    Practitioners, services, working hours, split shifts and time off, with double-booking protection.

  • Confirmation and a four-stage reminder ladder

    A WhatsApp confirmation on booking, then reminders 7 days, 3 days, 24 hours and 2 hours before. Each one is tracked from sent to read.

  • Self-service changes

    Patients reschedule or cancel from the chat, and the slot goes back into the diary.

  • Check-in and the waiting room

    Patients tell you they have arrived on WhatsApp; the front desk hears a chime and sees who is waiting.

The practice diary for one week: appointments for two practitioners, a slot held until its booking fee is paid, and a day of time off. Illustrative: sample data

Recalls & follow-up

When a visit is completed, the next one is already planned and the patient is asked back at the right time.

  • Recall rules you set

    A six-month check-up rule is ready on day one; add your own intervals per service.

  • Sent for you, on WhatsApp

    Due recalls go out automatically during business hours to patients who have agreed to hear from you.

  • A due list that doesn't slip

    See who is due now, send today's recalls in one click, and track how many replied and rebooked.

  • Review requests and satisfaction surveysSwitched on in Settings

    After a visit, ask for a Google review or a short survey, never more than once in 90 days per patient.

  • Medication remindersSwitched on in Settings

    Reminders for a course of treatment, scheduled by the practice.

The recall screen: counts of recalls sent, engaged and rebooked, a Run today's recalls button, and the pending worklist, showing each recall's rule, when it falls due and its priority. Illustrative: sample data

Payments & medical aid

Payment links on WhatsApp, a booking fee on your terms, receipts that send themselves, and medical-aid details captured when patients book.

  • Payment links on WhatsAppPaid into your own Paystack account

    Send a secure Paystack link for any amount, with a QR code; the payment is recorded against the patient when it settles.

  • A booking fee on your terms

    Off, optional or required. When it is required, the slot is held and confirms itself once the fee is paid.

  • Receipts that send themselves

    A PDF receipt for every payment, emailed when we have the address and sent on WhatsApp while the chat is open. VAT is shown if your practice is registered.

  • Medical aid, ready to claimYour practice submits the claim

    Patients add membership details when they book online or in the chat, your team records benefit checks, and a claim sheet lists every field a scheme needs.

A WhatsApp message holding a slot until the booking fee is paid, with a Pay R250.00 button; the practice's thank-you with a View receipt button; and the PDF receipt it opens. Illustrative: sample data

Onboarding & records

Registration and consent offered on the patient's phone before the visit, and clinical notes kept where they belong.

  • Bring your patient list

    Import your existing patients from a CSV export, with a preview before anything is saved.

  • Registration and e-consent before the visit

    New patients register inside WhatsApp or on a form link, and consent is recorded against the notice they saw.

  • Your own forms

    Start from ready-made registration and medical-history forms, or build your own.

  • Clinical notes and aftercare

    Notes, amendments and aftercare instructions. Patients read their visit summary through a secure link with a one-time code, never over WhatsApp.

  • AI note assistantOptional, switched on per practice

    Drafts a structured note from what the clinician types. Nothing is saved until the clinician approves it.

A patient registration form on a phone: name, date of birth, medical aid and a consent tick box that records the notice version. Illustrative: sample data

Practice dashboard

Today's diary, where no-shows happen and the money collected through CareSavi, all in one calm view.

  • Today at a glance

    Appointments, arrivals, and what CareSavi handled for you today.

  • Where no-shows happen

    Missed and cancelled visits by weekday, hour, booking lead time and service.

  • Money collected through CareSavi

    Weekly revenue and revenue by service, from payments that settled rather than from what was booked.

The practice dashboard: today's diary as counts and upcoming times by practitioner, with no patient names; the no-show rate and settled revenue over the last 30 days; and revenue by week. Illustrative: sample data

Security & POPIA

Built for health information from the first line: consent, encryption, an audit trail and South African hosting.

  • Consent on record

    Every consent is stored with its purpose, the notice version and when it was given, and it can be withdrawn.

  • Encryption and an audit trail

    Patient records are encrypted record by record, and every read and change of health information is logged.

  • Roles and two-factor sign-in

    Six built-in roles decide who sees what; clinical notes are limited to practitioners, and staff can sign in with an authenticator app.

  • Patient rights, handled

    Export a patient's data on request, erase it, or set how long records are kept.

  • Hosted in South Africa

    Patient records are stored in Johannesburg, and each practice's data is kept separate at the database level.

A practitioner and a patient in a consultation room

Works with

Connected to the services your practice already relies on.

  • WhatsApp Business Platform

    Your practice's own number, connected through 360dialog, an official WhatsApp partner

  • WhatsApp Business app

    Keep replying from the practice phone, and messages appear in the team inbox

  • Paystack

    Card and EFT payments into your own Paystack account

Let's bring your patients back.

Start with one practice. Create your account without a card, connect your WhatsApp number, and run bookings, reminders and recalls from one place.

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