Clinical and administrative operation
Orders, processes, tasks, teams, schedules, fleet, pages and catalogs organize the unit's daily work.
Dashify para salud
Gestión completa para clínicas, hospitales y redes de salud.
Dashify centraliza agenda, pacientes, CRM, atención, WhatsApp, voz, tareas, facturación, reportes, documentos, automatizaciones e IA en una operación segura orientada por indicadores.
Agenda + CRMjornada del paciente
WhatsApp + vozatención multicanal
BI + IAdecisión y automatización
Solución en operación
Gestión de salud con atención, agenda, BI e IA
Vea cómo Dashify entrega una operación de salud conectada, con jornada del paciente, canales de atención, automatizaciones, indicadores y gobernanza en un solo entorno.
All system resources
From acquisition to continuous care, everything in one panel.
The solution brings together Dashify modules for clinical operations: records, scheduling, service, processes, communication, finance, reports, AI and governance.
Patients, clients and professionals
Registrations, patients, leads, CRM, professionals, departments and relationship history are centralized in one base.
Multichannel service
WhatsApp, mailing, extensions, calls, webchat, notifications and service flows operate with unified context.
BI, reports and indicators
Dashboards track conversion, scheduling, production, billing, productivity, queues, SLA, quality and executive indicators.
Integrations and connected data
Dashify integrates APIs, files, media, documents, databases, forms, automations and marketplace components.
Governance, access and audit
Users, profiles, permissions, extensions, audits, documents and sensitive data remain controlled and traceable.
Connected ecosystem
Every contact becomes schedule, service, data and decision.
Dashify connects channels, records, journey, tasks, billing and BI so clinics and networks can track each stage of the patient relationship.
Lead and first contact
Demand is captured through WhatsApp, mailing, webchat, phone, forms and CRM.
Schedule and attendance
Time slots, confirmations, queues, fit-ins, teams and automatic communication are coordinated in the same flow.
Care and record
Orders, processes, documents, media, tasks, status and patient history remain connected.
Indicators and return
Production, billing, satisfaction, pending work and follow-up are consolidated into actionable decisions.
Resources by module
Everything Dashify offers, organized for healthcare.
Dashify delivers scheduling, patients, CRM, flows, communication, AI, BI, finance, tasks, catalog, documents and security in a healthcare-specific solution.
Schedule and appointments
Bookings, rescheduling, availability, professional hours, confirmations and attendance history are centralized.
Patients and registrations
Patients, clients, leads, contacts, addresses, documents, media and relationship data form an organized base.
Orders, processes and status
Requests, service stages, status, owners, evidence, forms and care-related tasks are tracked end to end.
CRM and retention
The CRM tracks funnel, campaigns, mailing, reactivation, patient journey, commercial history and return opportunities.
WhatsApp and notifications
Confirmations, reminders, guidance, surveys, campaigns and operational messages are sent with context.
Voice, extensions and calls
Dialing, extensions, queues, voice-bot and call records support the operation's phone service.
AI and automations
Agents, flows and automations deliver assisted responses, demand classification and recurring routines.
Dashboards and reports
Executive indicators consolidate production, scheduling, service, finance, tasks, team and quality.
Billing and finance
Charges, payments, statements, contracts, limits, cost centers and financial indicators are consolidated.
Tasks, team and shifts
Backlog, kanban, owners, departments, work schedules, productivity and operational routines are coordinated.
Catalog, suppliers and items
Services, products, categories, markets, suppliers, logical stock and operational resources form a centralized catalog.
Access, audits and documents
Profiles, users, permissions, extensions, audit trails, attachments and sensitive data receive centralized management.
End-to-end operation01 02 03 04
A flow to acquire, care for, bill and retain patients.
Dashify connects front office, clinical team, administrative management and operational intelligence to reduce rework and provide care visibility.
Demand capture and qualification
Leads, mailing, WhatsApp, phone, webchat and forms enter CRM with source, priority and history.
Scheduling and care follow-up
Appointments, orders, processes, tasks, status and documents keep the team aligned in every service.
Billing, reporting and audit
Finance, reports, audits, permissions and executive panels track quality and sustainability.
Automated return and relationships
Notifications, campaigns, AI and recurring tasks keep patients informed and reduce schedule losses.
Modular healthcare pipeline
Demonstrable product
A visual operation to coordinate service, schedule and management.
The Dashify interface acts as a healthcare command center, bringing together dashboards, patient journey, multichannel communication and operational AI.
Clinical operation center
Schedule, task, production, indicator and follow-up dashboards help managers and teams act with context.
Patient communication
WhatsApp, voice, notifications and history help confirm appointments, guide patients and recover demand.
AI assisting operations
Agents and automations summarize data, prioritize pending work, support service and suggest next steps.
Operational AI
AI to query data, guide teams and accelerate decisions.
The AI layer uses authorized system context to answer questions, summarize history, support administrative triage, trigger flows and generate insights.
Connected sources
Patients, schedule, CRM, orders, tasks, communication, finance, documents and reports enter the same context.
Context-aware agents
Natural language queries access authorized data, explain indicators and help teams prioritize actions.
Traceability and control
Each action preserves user, profile, history, status, source, attachments and audit to reduce operational risk.
Frequently asked questions
Frequently asked questions about healthcare management and service.
Straight answers about how clinics, hospitals and networks organize scheduling, patients, service and operations with Dashify.
It is a system that centralizes the operation of clinics, hospitals and networks: scheduling, patient records, CRM, multichannel service, tasks, billing, reports and automations. In Dashify, the patient journey stays connected from first contact to follow-up, with a single history.
Patients schedule, reschedule and confirm via WhatsApp or other channels, based on professional availability. The platform sends automatic reminders and confirmations, reduces no-shows and records each patient's attendance history.
Yes. AI agents answer frequent questions, provide guidance on preparation and schedules, handle bookings and hand over to the human team when needed. The operation defines what is automated and what requires human service, with full context preserved.
Yes. The structure supports operations with one or many units, with access profiles, schedules, teams, catalogs and indicators organized per unit, specialty or network — while keeping a consolidated management view.
Yes. Dashboards and reports track billing, team productivity, schedule occupancy, service times and results per unit or professional, supporting management decisions with data from the operation itself.
Access is controlled through profiles and permissions, with audit trails and centralized management of sensitive data and attachments, following data-protection practices aligned with LGPD. Each user only sees what their role allows.
Arquitectura por segmento
Healthcare now enters as a complete platform vertical.
The same architecture behind agro, industry, education and services can specialize journeys, data, automations and indicators for clinics, hospitals and networks.
Agronegocio
Teledetección, geoprocesamiento, cultivos, riesgo climático, incendios, equipo, flota y notificaciones.
Industria
Dashboards de producción, mantenimiento, activos, eficiencia y operación industrial.
Salud
Indicadores para clínicas, jornadas de atención, calidad y cuidado continuo.
Public lighting
Telemanagement, assets, requests, maintenance, teams, SLA, energy, automations and smart city operations.
Contact Center
Chatbot, WhatsApp, Instagram, webchat, AI voice, VoIP, call center, flows, CRM and analytics.
Educación
Gestión de cursos, matrículas, aprendizaje, retención y relación con estudiantes.
Gestión y servicios
Dashboards para atención, finanzas, productividad, contratos y operación diaria.
Próximo paso
Hablar con especialistaGestión, atención y BI implantados para su operación de salud.
Dashify conecta agenda, pacientes y canales de atención y entrega automatizaciones, IA, reportes y gobernanza en un único entorno operativo.