Appointify

Intelligent practice management

End-to-end intelligent agentic practice management

The intelligent operating system for modern medical practices.

Appointify brings scheduling, documents, invoicing, patient communication, and follow-up into one calm platform, with intelligent agents and WhatsApp woven through the full workflow.

Communication

Full WhatsApp integration

from intake to follow-up

Operations

Intelligent agentic workflows

woven through the platform

Revenue cycle

Medical aid submissions and billing

available as an add-on

Product overview

One connected system for the whole practice.

The platform is designed to feel simple on the surface while connecting the real operational work underneath: admin, coordination, communication, clinical documents, invoicing, and revenue collection.

Scheduling, patient communication, notes, documents, invoicing, and follow-up in one system.

Intelligent agents woven through admin, coordination, and practice operations.

A calmer product surface for staff, with the operational depth underneath.

WhatsApp-native workflow

Patients message once. The platform carries the rest.

Start in WhatsApp.

Patient communication begins in the channel practices already rely on.

Run the whole practice.

Scheduling, documents, admin, and coordination stay in one connected flow.

Close the revenue loop.

Medical aid submissions and billing stay connected to the rest of the platform.

Online booking system

A polished patient booking flow that reflects real provider availability.

This section uses the same provider cards, slot picker, and booking-summary patterns from the public booking app so the landing page shows how patients actually move from booking link to confirmed appointment.

Provider-specific availability

Patients see who is taking online bookings before they ever need to call the front desk.

Real slot selection

The booking link guides patients from provider choice into live date and time selection.

Confirmed in one flow

Contact details and appointment confirmation happen in the same calm interface.

Booking flow preview

Patients can choose a provider, pick a slot, and confirm in one calm flow.

Step 2 of 3

Date & Time

Provider

2

Date & Time

3

Details

Step 1

Choose your provider

Provider availability messages stay attached to each provider card, just like in the booking app.

LA

Dr Lindiwe Adams

MBChB • Family medicine

Selected
AN

Dr Aarav Naidoo

MBChB • General practice

Choose

Dr Zoe Jacobs

MBChB • Women's health

Online booking is paused while Dr Jacobs is covering theatre sessions.

Step 2

Choose a date and time

Pick an available date first, then choose the time that suits you best.

LA

Dr Lindiwe Adams

MBChB • Family medicine

Date

Thursday, 20 March
3 dates

Available Times

08:30 - 09:00
09:00 - 09:30
09:30 - 10:00
10:30 - 11:00
11:00 - 11:30
14:00 - 14:30
Slot confirmations can flow straight into WhatsApp after booking.

Step 3

Details

Patients finish the flow with their details and a clear booking summary.

Booking Summary

Provider

Dr Lindiwe Adams

MBChB • Family medicine

Date & Time

Thursday, 20 March

09:30 - 10:00

Practice rooms or telehealth link, depending on the visit type.

First Name

Lebo

Last Name

Mokoena

Mobile Number

+27 82 555 0146

Email

lebo@example.com

Contact details are captured before the booking is confirmed.
Confirm Booking

Security overview

Built for sensitive medical operations.

Appointify is designed for practices handling confidential patient information, with private staff access, scoped record handling, and reviewable operational workflows across the platform.

High-level public overview onlyDetailed controls shared in diligenceDesigned for sensitive medical workflows

We share the principles publicly without publishing internal architecture, monitoring logic, or operational playbooks on the public site.

Private staff access

Workspace access is limited to authenticated staff accounts so patient work stays inside a controlled clinical environment.

Practice-scoped records

Patient records, documents, and operational workflows are kept inside the relevant practice context rather than floating across teams.

Controlled document handling

Clinical documents and patient sends are tied back to the right workflow before they move, reducing the chance of the wrong information going to the wrong person.

Traceable operations

Important actions across the platform are designed to be reviewable so teams can understand what changed, when, and by whom.

WhatsApp Agents

Three specialised agents working inside one WhatsApp workflow.

Instead of one generic bot, Appointify routes each conversation to the right agent for the job: new patient intake, existing patient support, or provider coordination.

Unknown-number intake

New Patient Agent

Turns a first WhatsApp message into structured intake without adding front-desk load.

When someone messages from a number the practice does not recognise, the agent asks for missing details, creates the patient profile, and can send the booking link automatically.

What it handles

Collects intake detailsCreates the patient recordSends the booking link

Known patient support

Existing Patient Agent

Keeps returning-patient WhatsApp conversations moving with the right practice context.

When the sender already matches a patient, the agent can help with appointment changes, patient communication, and draft preparation while keeping staff and doctors in the loop.

What it handles

Manages bookings and follow-upPrepares draft documentsEscalates for review when needed

Provider coordination

Service Provider Agent

Acts as a WhatsApp assistant for doctors and other providers inside the practice.

When a provider messages from their registered number, the agent can review schedules, look up patient context, and help prepare or send clinical work on instruction.

What it handles

Reviews calendars and time blocksFinds patient context quicklySupports clinical admin work

How they work

1

Recognise the sender

Appointify checks whether the WhatsApp thread is coming from a new patient, an existing patient, or a provider in the practice.

2

Route to the right agent

The conversation is handed to the agent with the right context, tools, and rules for that type of WhatsApp thread.

3

Take action in the platform

Agents can gather details, book, prepare drafts, and surface information without staff needing to retype the same work.

4

Keep humans in control

Staff can review the timeline, step in, and take over whenever needed, so the system stays helpful without feeling risky.

Example patient timeline

A realistic view of care, admin, and revenue in one history.

This uses the same patient timeline UI from the workspace, seeded with example activity so the landing page reflects how the platform actually feels in use.

Patient

Lebo Mokoena

Context

WhatsApp intake, consultation, prescription, invoice, and referral.

Mar

14

8:45 AM

Created 3/14/2026, 8:45:00 AM

Last edited 3/14/2026, 9:02:00 AM

Diagnosis: Lower respiratory tract infection Treatment: Nebulisation in rooms and oral antibiotics started Follow up: Review in 48 hours if symptoms do not settle

Mar

14

9:10 AM

Created 3/14/2026, 9:10:00 AM

Last edited 3/14/2026, 9:16:00 AM

Diagnosis: Lower respiratory tract infection Medication: Amoxicillin 500mg, Salbutamol inhaler, Prednisone Notes: Sent to patient on WhatsApp after consultation

Mar

14

9:28 AM

Created 3/14/2026, 9:28:00 AM

Last edited 3/14/2026, 9:31:00 AM

Status: Submitted to medical aid Notes: Consultation and acute treatment billed

Mar

12

6:30 AM

3/12/2026, 6:30:00 AM

Time: 8:30 AM - 9:00 AM Visit type: In-person visit

Mar

4

1:15 PM

Created 3/4/2026, 1:15:00 PM

Last edited 3/4/2026, 1:22:00 PM

Specialty: Pulmonology Urgency: Routine Clinical information: Recurrent wheeze with two recent exacerbations

Pricing

Choose the package that fits your practice.

Start with the core platform, then add WhatsApp, WhatsApp Agents, and revenue services as your workflow grows. Each package builds on the one before it.

Package 1

1

Platform

Free

Core platform with no WhatsApp.

Scheduling, notes, documents, invoicing, and day-to-day practice operations.

Package 2

2

Platform + WhatsApp

R1499pm

Everything in Platform, plus full WhatsApp workflow support.

Adds intake, communication, reminders, and follow-up in WhatsApp.

Package 3

3

Platform + WhatsApp Agents

R3999pm

Everything in Package 2, plus WhatsApp Agents.

Makes the receptionist burden very light by handling much more of the WhatsApp workflow.

Package 4

4

Platform + medical aid submissions

4.95%

Everything in Package 3, plus medical aid submissions.

No base fee for the medical aid submissions add-on.

Package 5

5

Platform + debtor management

5.95%

Everything in Package 4, plus debtor management.

No base fee for the medical aid submissions + debtor management add-on.

Coming soon

Payment links are coming soon. Practices will be able to send Payfast-powered payment links via WhatsApp so patients can easily settle by credit card.