Powertrend
Retention Agent — For Clinics

Cut clinic no-shows by up to 30% — without manually calling every patient.

Automatic D-2 and D-1 · WhatsApp confirmation · Smart waitlist · Automatic NPS

Retention Agent sends automatic appointment reminders on WhatsApp, confirms attendance, fills cancelled slots from the waitlist and re-engages inactive patients — with no manual chasing.

The hidden cost of no-shows

Empty slots, one-by-one calls and a stalled waitlist drain revenue every month.

Patient does not show up

Empty slot, doctor waiting, lost schedule. Zero revenue for that hour.

Front desk calls one by one

Manual, heavy work — and the no-show rate still does not move enough.

Waitlist goes nowhere

Patients wait for weeks, but nobody is notified when a slot opens.

Industry benchmarks show 15–25% no-show for medical visits. For a clinic with 200 visits/month at R$ 250 ticket, that is up to R$ 12,500 lost per month.

Full reminder-cycle automation

From scheduling to re-engagement — connect your calendar via webhook or export without forcing a software swap.

  1. Scheduling sync

    Appointments in your system sync to Retention Agent via webhook or periodic export.

  2. D-2: first reminder

    Patients get a personalized message with doctor name, specialty, date and prep instructions.

  3. YES / NO confirmation

    Patients reply in one tap; status updates automatically for the team.

  4. Cancellation and waitlist

    When someone cancels, the top of the waitlist is notified immediately with the open slot.

  5. D-1: second reminder

    Anyone who has not confirmed yet gets a second reminder 24 hours before.

  6. Post-visit NPS

    Automatic survey: “From 0 to 10, how was your experience?” — results consolidated.

  7. Inactive re-engagement

    Patients with no visit for 90+ days receive a reschedule invite on a configurable cadence.

What is included

Eight Retention Agent capabilities aligned with the conversion brief.

D-2 and D-1 reminders

Two automatic reminders before each visit. Patients confirm or cancel on WhatsApp — no call to reception.

Personalized prep

Messages include prep instructions by specialty (fasting, exams, documents).

No-show risk score

Patients with a no-show history get differentiated messaging and tighter follow-up.

Smart waitlist

Cancellation? Top waitlist patients are notified automatically — slots can fill in minutes.

Inactive re-engagement

Patients without a visit for 90+ days receive a reschedule invite on a set cadence.

Automatic NPS

Satisfaction survey after each visit; scores ready for analysis.

Works with any calendar

Webhook or periodic export. No mandatory swap of scheduling software.

Metrics dashboard

Track no-shows, confirmations, recovered revenue and waitlist performance.

Outcomes you see in operations

-30%

no-show reduction (pilot average)

Minutes

to fill cancelled slots

90 days

typical inactivity window for re-engagement

Our no-show rate was 22%. In the second month with the agent it went to 14%. We stopped calling one by one and the front desk could focus on in-person care.
— Operations lead, Clinic [Name], Belo Horizonte

Illustrative testimonial — replace with an authorized real quote.

ROI calculator — no-shows and recovery

200
R$ 250
20%

Revenue recovery (estimate)

Current no-shows per month (est.)

40

Revenue lost to no-shows (month)

R$ 10.000

Fewer no-shows (-30% rate, est.)

12

Revenue recovered via reminders (month)

R$ 3.000

Waitlist slots filled (month, est.)

6

Additional waitlist revenue (month, est.)

R$ 525

Total recovered (month, est.)

R$ 3.525

Indicative model: ~30% fewer no-shows and simplified waitlist factors. Recovery figures are estimates; the formal proposal sizes your volume and the Powertrend plan.

Pricing

Below: Powertrend commercial plan (setup + subscription by tier). Recurring price scales with monthly consultation volume covered in the contract, to keep a healthy margin on Meta, AI and infra. The table shows indicative bands; the agreement sets the exact cap and what happens beyond it. We contract and pay for cloud and AI consumption required to deliver the service by default. The ROI calculator above estimates recovered revenue (no-shows and waitlist), not supplier-side costs.

Pricing by monthly consultation tier — Retention Agent pilot and ongoing for clinics
Plan or limitPilotOngoing
One-time setupR$ 2.000
Monthly fee — up to 400 consultations/mo (contractual cap)R$ 390/moR$ 890/mo
Monthly fee — 401 to 1,200 consultations/moR$ 1.390/mo
Monthly fee — 1,201 to 2,500 consultations/moR$ 1.990/mo
Monthly fee — over 2,500 consultations/moCustom quote
Included extrasNPS + waitlist + re-engagement
Monthly report✓ (estimated recovered revenue)

Subscription and setup figures are indicative; formal proposal after the free diagnostic. The agreement defines tier limits, usage notices, and what happens beyond the included package (including continuity until commercial/support handles an upgrade). The ROI calculator above shows only recovered-revenue estimates — it does not replace proposal terms.

What Retention Agent does — and what it does not

What it does NOT doLimitações importantes

  • Does not access electronic medical records or clinical data
  • Does not handle prescriptions, diagnoses or medical decisions
  • Does not replace urgent clinical contact
  • Is not an Anvisa-registered device or drug

What it doesEscopo operacional

  • Confirms attendance and cancellations via WhatsApp
  • Notifies the waitlist when a slot opens
  • Re-engages inactive patients with scheduled messages
  • Collects post-visit NPS for experience management

Frequently Asked Questions

Do I need to replace my scheduling system?
No. Retention Agent works with any system via webhook or periodic export. Powertrend helps configure the integration.
Can patients reach a human on the same WhatsApp number?
Yes — the number still receives free-form messages. Messages outside the confirmation flow go to reception as usual.
Does it work with multiple doctors and specialties?
Yes. Each appointment carries doctor and specialty in the messages, including prep instructions.
How is the waitlist managed?
Patients are added manually or via webhook. On cancellation, the top three in line for that specialty are notified automatically.
Are patient data shared with third parties?
No. The agent does not access medical records. It processes minimal scheduling data: name, phone, doctor and date/time — operational use only.
What response rate can we expect on WhatsApp?
Typically 60–80% of patients respond to reminders. It varies by age profile and channel.
What if a patient does not use WhatsApp?
The automated flow requires an active WhatsApp number. Without WhatsApp, manual reminders from reception remain necessary — we align this in the diagnostic.

How much could your clinic recover per month?

In 30 minutes we estimate recovery potential and show the agent with realistic numbers. No cost at this stage.

Prefer to go straight to WhatsApp?

Talk on WhatsApp
AI for Clinics | Retention Agent | Powertrend