# Triagefy - Full Documentation

> Triagefy is a WhatsApp-integrated AI platform for Brazilian medical clinics that automates patient lead qualification, scheduling, and payment collection.

## What is Triagefy?

Triagefy is a CRM (Customer Relationship Management) platform designed specifically for medical clinics in Brazil. It integrates with WhatsApp Business API to provide an AI-powered concierge that handles patient inquiries 24/7, qualifies leads based on custom criteria, schedules appointments, and collects payments — all without human intervention.

The platform is built for high-ticket medical specialties where patient acquisition costs are high and response speed directly impacts conversion rates. Studies show that responding to a lead within 30 seconds increases scheduling rates by 21x compared to responding after 30 minutes.

## Core Features

### AI Concierge (WhatsApp)
- Responds to patient inquiries instantly, 24/7
- Answers questions about procedures, pricing, clinic location, and availability
- Uses specialty-specific qualification scripts (different questions for bariatric surgery vs. dentistry vs. psychology)
- Identifies patient urgency and budget alignment
- Automatically hands off to human staff when clinical questions arise
- Never provides medical diagnoses or clinical advice
- Operates only within pre-approved scripts and responses

### Lead Qualification
- Automated scoring system based on configurable weights:
  - Made contact: 10 points
  - Named specific procedure: 15 points
  - Timeline within 1 month: 25 points
  - Timeline within 3 months: 15 points
  - Budget aligned: 20 points
  - Budget flexible: 10 points
  - Booked consultation: 30 points
  - Paid deposit: 40 points
- Lead temperature classification:
  - Hot (score >= 70): Ready to book
  - Warm (score >= 40): Needs nurturing
  - Cold (score < 40): Not ready yet
- Custom qualification questions per specialty

### Pipeline CRM
- Visual Kanban board with patient stages:
  - Lead → Qualifying → Qualified → Scheduled → Pre-Op → Procedure Done → Post-Op
- Patient detail views with full conversation history
- Lead source tracking (UTM parameters, campaigns, referrals)
- Automated stage transitions based on actions

### Smart Scheduling
- Calendar integration with available time slots
- Automated appointment confirmations via WhatsApp
- Reminder messages before appointments (configurable timing)
- No-show tracking and follow-up automation
- Rescheduling and cancellation handling
- Buffer time between appointments

### Payment Collection
- Pix (Brazilian instant payment) integration
- Credit card payment links
- Deposit/signal collection to confirm appointments
- Automated payment status updates
- Receipt generation

### Patient Portal
- Document management (consent forms, pre-op instructions)
- Exam results access
- Post-operative care instructions
- Appointment history
- Next steps and follow-up information

### Analytics & Reporting
- Conversion funnel metrics
- Response time tracking
- Lead source performance
- Revenue attribution
- No-show rates
- AI vs. human handoff rates

## Supported Specialties

Triagefy supports 20+ medical specialties with pre-built qualification scripts:

### Tier 1 (Neutral) - Full specialty branding
- Cardiology
- Orthopedics
- Ophthalmology (LASIK, PRK, Cataract)
- Dermatology
- Dentistry (Implants, Orthodontics, Whitening)
- Nutrition
- Urology
- Endocrinology
- Gastroenterology
- Neurology
- ENT (Otorhinolaryngology)
- Pediatrics
- General Practice
- Physiotherapy

### Tier 2 (Sensitive) - Privacy-conscious branding
- Bariatric Surgery (Sleeve, Bypass, Intragastric Balloon)
- Plastic Surgery (Rhinoplasty, Liposuction, Breast Surgery)
- Psychology (Individual Therapy, Couples Therapy, CBT)
- Psychiatry
- Gynecology

## Pricing

### Software Plan
- R$ 4.997/month
- R$ 9.997 one-time implementation fee
- Includes:
  - Unlimited users
  - Unlimited WhatsApp messages
  - AI Concierge 24/7
  - Full CRM + Pipeline
  - Smart Scheduling
  - Payment Integration
  - Patient Portal
  - Advanced Reports
  - API Integrations
  - Priority Support
- Setup time: 24-48 hours

### Growth Plan (Add-on)
- Everything in Software Plan, plus:
  - Ad management (Meta, Google)
  - Creative assets + landing pages
  - AI qualifying and scheduling leads from ads
  - Weekly performance reports

## Technical Details

### Architecture
- Backend: Fastify (Node.js) with TypeScript
- Frontend: Next.js (React) with App Router
- Database: PostgreSQL with Prisma ORM
- Queue: BullMQ for async processing
- Auth: Clerk for authentication
- Messaging: WhatsApp Business API (official)
- Payments: Stripe integration
- Hosting: Cloud infrastructure

### Security & Compliance
- LGPD (Lei Geral de Proteção de Dados) compliant
- End-to-end encryption for messages
- Audit logs for all data access
- Role-based access control
- Data retention policies
- Patient consent management
- No clinical data in AI context (only administrative)

### Integration Points
- WhatsApp Business API
- Google Calendar sync
- Stripe payments
- Webhook API for custom integrations
- UTM parameter tracking for ad campaigns

## Company

Triagefy is built by Zeratus, a technology company based in São Paulo, Brazil, focused on AI-powered business tools for the healthcare industry.

- Website: https://triagefy.io
- Contact: contato@triagefy.io
- Location: São Paulo, SP, Brazil

## Solutions (15 pages)
- [Secretária IA WhatsApp](https://triagefy.io/solucoes/secretaria-ia-whatsapp): AI virtual receptionist for WhatsApp
- [Chatbot WhatsApp para Clínicas](https://triagefy.io/solucoes/chatbot-whatsapp-clinica): Automated chatbot for clinic WhatsApp
- [CRM Médico](https://triagefy.io/solucoes/crm-medico): Full medical CRM solution
- [Agendamento Automático WhatsApp](https://triagefy.io/solucoes/agendamento-automatico-whatsapp): Automated scheduling via WhatsApp
- [Gestão de Clínica Médica](https://triagefy.io/solucoes/gestao-clinica-medica): Complete clinic management
- [Prontuário Eletrônico](https://triagefy.io/solucoes/prontuario-eletronico): Electronic health records
- [Confirmação de Consulta WhatsApp](https://triagefy.io/solucoes/confirmacao-consulta-whatsapp): Appointment confirmation via WhatsApp
- [Captação de Pacientes](https://triagefy.io/solucoes/captacao-pacientes): Patient acquisition automation
- [Redução de No-Show](https://triagefy.io/solucoes/reducao-no-show): No-show reduction system
- [Pagamento Online para Clínica](https://triagefy.io/solucoes/pagamento-online-clinica): Online payment collection
- [Qualificação de Leads](https://triagefy.io/solucoes/qualificacao-leads-clinica): AI-powered lead qualification
- [Portal do Paciente](https://triagefy.io/solucoes/portal-paciente): Patient self-service portal
- [Relatórios para Clínica](https://triagefy.io/solucoes/relatorio-clinica): Clinic analytics and reports
- [WhatsApp API para Clínica](https://triagefy.io/solucoes/whatsapp-api-clinica): WhatsApp Business API integration
- [Atendimento IA para Clínica](https://triagefy.io/solucoes/atendimento-ia-clinica): AI-powered patient support

## Specialty Pages (20 specialties with city sub-pages)
Each specialty has a dedicated landing page at /especialidade/{slug} with city-specific sub-pages at /especialidade/{slug}/{city}:
- [Cardiologia](https://triagefy.io/especialidade/cardiologia)
- [Dermatologia](https://triagefy.io/especialidade/dermatologia)
- [Odontologia](https://triagefy.io/especialidade/odontologia)
- [Ortopedia](https://triagefy.io/especialidade/ortopedia)
- [Oftalmologia](https://triagefy.io/especialidade/oftalmologia)
- [Nutrição](https://triagefy.io/especialidade/nutricao)
- [Psicologia](https://triagefy.io/especialidade/psicologia)
- [Psiquiatria](https://triagefy.io/especialidade/psiquiatria)
- [Cirurgia Plástica](https://triagefy.io/especialidade/cirurgia-plastica)
- [Bariátrica](https://triagefy.io/especialidade/bariatrica)
- [Ginecologia](https://triagefy.io/especialidade/ginecologia)
- [Urologia](https://triagefy.io/especialidade/urologia)
- [Endocrinologia](https://triagefy.io/especialidade/endocrinologia)
- [Gastroenterologia](https://triagefy.io/especialidade/gastroenterologia)
- [Neurologia](https://triagefy.io/especialidade/neurologia)
- [Otorrinolaringologia](https://triagefy.io/especialidade/otorrinolaringologia)
- [Pediatria](https://triagefy.io/especialidade/pediatria)
- [Clínica Geral](https://triagefy.io/especialidade/clinica-geral)
- [Fisioterapia](https://triagefy.io/especialidade/fisioterapia)
- [Medicina Estética](https://triagefy.io/especialidade/medicina-estetica)

## Free Tools
- [Calculadora de ROI para Clínicas](https://triagefy.io/ferramentas/calculadora-roi): Interactive ROI calculator for medical clinics
- [Auditoria Gratuita para Clínicas](https://triagefy.io/ferramentas/auditoria-clinica): 25-item clinic audit checklist across 5 categories

## Blog — Pillar Articles
- [CRM para Clínicas Médicas: Guia Definitivo 2026](https://triagefy.io/blog/crm-para-clinicas-medicas)
- [WhatsApp Business para Clínicas: Como Automatizar Atendimento](https://triagefy.io/blog/whatsapp-business-clinicas-medicas)
- [Automação de Agendamento para Clínicas: Guia Completo](https://triagefy.io/blog/automacao-agendamento-clinica)
- [Inteligência Artificial para Clínicas: IA no Atendimento Médico](https://triagefy.io/blog/inteligencia-artificial-clinicas)
- [Captação de Pacientes: Estratégias para Clínicas em 2026](https://triagefy.io/blog/captacao-pacientes-clinica)

## Blog — Specialty Guides (10 articles)
- [CRM para Cirurgia Plástica](https://triagefy.io/blog/crm-cirurgia-plastica): Managing high-ticket surgical patients
- [CRM para Clínica Bariátrica](https://triagefy.io/blog/crm-clinica-bariatrica): Lead-to-post-op patient management
- [CRM para Dermatologia](https://triagefy.io/blog/crm-dermatologia): Scheduling and follow-up automation
- [CRM para Odontologia](https://triagefy.io/blog/crm-odontologia): Multi-provider dental practice management
- [CRM para Psicólogos e Psiquiatras](https://triagefy.io/blog/crm-psicologia-psiquiatria): Privacy-first patient management
- [CRM para Cardiologia](https://triagefy.io/blog/crm-cardiologia): Chronic patient management and return protocols
- [CRM para Oftalmologia](https://triagefy.io/blog/crm-oftalmologia): Surgical protocols and chronic eye disease follow-up
- [CRM para Ortopedia](https://triagefy.io/blog/crm-ortopedia): Insurance authorization, surgery protocols, and rehab
- [CRM para Fisioterapia](https://triagefy.io/blog/crm-fisioterapia): Session tracking, insurance billing, rehab protocols
- [CRM para Nutricionistas](https://triagefy.io/blog/crm-nutricionista): Package management and nutritional follow-up

## Blog — Comparison Articles
- [Melhores CRM Médicos 2026](https://triagefy.io/blog/melhores-crm-medicos-2026): 7-platform comparison
- [CRM Médico vs Planilha](https://triagefy.io/blog/crm-medico-vs-planilha): Why spreadsheets fail for clinics
- [CRM Médico vs Agenda de Papel](https://triagefy.io/blog/crm-medico-vs-agenda-papel): Digital vs paper scheduling
- [Triagefy vs Clinicorp](https://triagefy.io/blog/triagefy-vs-clinicorp): CRM vs dental management system
- [Triagefy vs Doctoralia](https://triagefy.io/blog/triagefy-vs-doctoralia): CRM vs marketplace comparison

## Blog — Problem-Solution Articles
- [Como Aumentar Agendamentos na Clínica](https://triagefy.io/blog/como-aumentar-agendamentos-clinica)
- [Como Cobrar Pacientes Inadimplentes](https://triagefy.io/blog/como-cobrar-pacientes-inadimplentes)
- [Como Fidelizar Pacientes](https://triagefy.io/blog/como-fidelizar-pacientes)
- [Como Gerenciar Múltiplos Profissionais](https://triagefy.io/blog/como-gerenciar-multiplos-profissionais)
- [Como Organizar Agenda Médica](https://triagefy.io/blog/como-organizar-agenda-medica)

## Blog — Location SEO
- [CRM para Clínicas em São Paulo](https://triagefy.io/blog/crm-clinicas-sao-paulo)
- [CRM para Clínicas no Rio de Janeiro](https://triagefy.io/blog/crm-clinicas-rio-de-janeiro)
- [CRM para Clínicas em Belo Horizonte](https://triagefy.io/blog/crm-clinicas-belo-horizonte)
- [CRM para Clínicas em Curitiba](https://triagefy.io/blog/crm-clinicas-curitiba)
- [CRM para Clínicas em Brasília](https://triagefy.io/blog/crm-clinicas-brasilia)

## Blog — Educational
- [Funil de Vendas para Clínicas](https://triagefy.io/blog/funil-vendas-clinica)
- [Integração WhatsApp + CRM](https://triagefy.io/blog/integracao-whatsapp-crm)
- [Métricas para Clínica Médica](https://triagefy.io/blog/metricas-clinica-medica)
- [Onboarding de Paciente Digital](https://triagefy.io/blog/onboarding-paciente-digital)
- [Taxa de Conversão em Clínicas](https://triagefy.io/blog/taxa-conversao-clinica-medica)

## Blog — Topical Articles
- [Chatbot para Clínicas](https://triagefy.io/blog/chatbot-para-clinicas): How chatbots work for clinics
- [Como Reduzir No-Show em Clínicas](https://triagefy.io/blog/como-reduzir-no-show-clinicas): 7 proven strategies
- [Experiência do Paciente Digital](https://triagefy.io/blog/experiencia-paciente-digital): Modern patient experience
- [Gestão Financeira para Clínicas](https://triagefy.io/blog/gestao-financeira-clinicas): Revenue and collections
- [LGPD para Clínicas Médicas](https://triagefy.io/blog/lgpd-clinicas-medicas): LGPD compliance guide
- [Marketing Digital para Médicos](https://triagefy.io/blog/marketing-digital-medicos): Ethical digital marketing
- [Pix para Clínicas](https://triagefy.io/blog/pix-clinicas): Automated Pix payments
- [Prontuário Eletrônico vs CRM Médico](https://triagefy.io/blog/prontuario-eletronico-vs-crm): EHR vs CRM comparison
- [Tempo de Resposta no WhatsApp](https://triagefy.io/blog/tempo-resposta-whatsapp-clinicas): Why response speed matters
- [Tendências em Saúde Digital 2026](https://triagefy.io/blog/tendencias-saude-digital-2026): Digital health trends

## Results (Average Metrics)

- Response time: < 30 seconds (vs. hours/days without automation)
- Lead qualification rate: 85% of leads properly scored
- Scheduling increase: +47% more appointments booked
- No-show reduction: -35% fewer missed appointments
- Lead-to-consultation time: 4 minutes average
- Response rate: 100% (every lead gets immediate response)