Healthcare and clinics
22 released templates. Each passed a check on test data; it is switched on in the panel by the director, and a person decides on every proposal. Example results are illustrative: the names and companies in them are made up.
Procedure prep
The problem it removes: Patients show up unprepared.
More detail
What it does: A plain-language prep memo before the visit.
What a person decides: The doctor approves the memo text.
For whom: Customer.
How to measure: Reschedules due to lack of preparation.
Example result: “Aigerim, tomorrow at 10:00 you have a tooth extraction with Dr. Akhmetova. How to prepare, per the clinic's memo: have breakfast as usual 2 hours before the appointment, and bring your ID and an X-ray if you have one. If you have questions about how you're feeling or your medications, write to me and I'll pass them to the doctor.”
Treatment plan made clear
The problem it removes: The patient doesn't understand the plan and puts it off.
More detail
What it does: Explains the approved plan in plain language.
What a person decides: The plan — only the doctor.
For whom: Customer.
How to measure: Treatment plan acceptance.
Prepayment and installments
The problem it removes: Patients are scared off by the amount.
More detail
What it does: Explains payment options to the patient based on the clinic's payment rules and treatment plan.
What a person decides: Terms.
For whom: Customer.
How to measure: Paid treatment plans.
Example result: “There are three ways to pay: in full, in Kaspi installments over 3 months with no markup, or in parts — per visit. For installments you only need the Kaspi app; the bank gives the approval. Which option works for you? I'll tell you the next step.”
Follow-up appointment
The problem it removes: Scheduled follow-ups fall through.
More detail
What it does: A reminder when the check-up is due.
What a person decides: The text.
For whom: Customer.
How to measure: Patients who came for a check-up.
Example result: “Hi Yerlan! It's been a month since your treatment with Dr. Serikova — she asked you to come in for a check-up. We have openings Thursday at 16:00 and Saturday at 11:00. Which works better?”
Lab tests and results
The problem it removes: Patients call to ask if their lab results are ready.
More detail
What it does: Tells the patient from the lab export whether results are ready and how to get them, without medical conclusions.
What a person decides: Conclusions — the doctor.
For whom: Customer.
How to measure: “are my results ready” calls.
Example result: “Aidana, your test results are ready. The doctor will go over them with you at your appointment on Thursday at 15:00 — if you'd like an earlier time, let us know and we'll find one. It's best to discuss the results themselves with the doctor.”
Health insurance claims
The problem it removes: Collecting documents for the insurer takes forever.
More detail
What it does: A checklist and status per policy.
What a person decides: Submission.
For whom: Staff member.
How to measure: Time to process insurance.
Example result: “Situation: patient Saparov, voluntary health insurance with Senim Saktandyru; per the insurer's memo, treatment needs a referral from the insurer and a copy of his ID; the copy is in, the referral isn't — requested October 7. Key point: without the referral, the appointment will be paid by the patient. Options: 1) call the insurer to speed it up — a chance to get it today; 2) move the appointment by 2 days — no risk to the patient, but he has to wait. Recommendation: 1, and if there's no answer by 15:00 — 2. Today: call the insurer and give the patient a heads-up.”
Medical record: draft discharge summary
The problem it removes: Doctors spend time on paperwork.
More detail
What it does: A draft summary from a template.
What a person decides: The doctor's signature.
For whom: Doctor.
How to measure: Time per summary.
Example result: “Extract from the medical record — draft from the clinic template. Patient: A. K. Saparov, born 1985. Treatment dates: October 2–9, 2026. Reason for visit — as in the doctor's notes. Treatment provided — per the doctor's notes: treatment of one tooth over 2 visits. Recommendations — copied from the doctor's notes unchanged. Doctor: Dr. Akhmetova — signature and stamp. Fields left blank for the doctor: classification code and date of the next check-up.”
Sanitary deadlines
The problem it removes: Sterilization and equipment calibration are overdue.
More detail
What it does: Logs and deadlines.
What a person decides: Carrying them out.
For whom: Manager.
How to measure: Inspection findings.
Example result: “Situation: the UV disinfection log is missing 2 days (October 5 and 6), the autoclave calibration expires October 30, and the September disinfection certificate is uploaded. Key point: blank days are obvious during an inspection, and the calibration can be done in time if ordered now. Options: 1) find out whether disinfection was done on October 5–6 and honestly note the missed entry; 2) a daily sign-off by the head nurse — so it doesn't happen again. Recommendation: 1 and 2. Today: order the autoclave calibration and assign someone to own the log.”
First clinic visit
The problem it removes: New patients call to ask for the address and what to bring — and still show up late for their first visit.
More detail
What it does: Tells new patients how to find the clinic, where to park, what to bring, and when to arrive — from the clinic’s answers.
What a person decides: Rescheduling and cancellations.
For whom: Customer.
How to measure: Late arrivals and calls before the first visit.
Example result: “Dinara, we’ll see you Thursday at 11:00 with Dr. Akhmetova. We’re at 30 Satpayev St., entrance from the courtyard, free parking. Bring your ID and any previous X-rays. Please come 10 minutes early so we can fill out your chart. If you’re running late, message us and we’ll shift the time.”
House calls
The problem it removes: People ask for a house call, and the front desk has to look up areas, hours, and the fee every time.
More detail
What it does: Answers whether a doctor can come to the home, which areas and hours, what the visit costs, and what to prepare — per clinic rules.
What a person decides: Confirming the visit and its time.
For whom: Customer.
How to measure: House calls booked from the first message.
Medical certificates
The problem it removes: Patients don’t know which certificates the clinic issues, what’s needed, or how long it takes — so they come twice.
More detail
What it does: Answers whether the clinic issues the certificate, what’s required, how long it takes, and what it costs — from the clinic’s answers.
What a person decides: Issuing the certificate and the doctor’s signature.
For whom: Customer.
How to measure: Repeat visits for a certificate.
Child’s first visit
The problem it removes: Parents are nervous about a child’s first doctor visit and don’t know who should come or what to bring.
More detail
What it does: Tells parents who brings the child, which documents are needed, how the first visit goes, and how to calmly prepare — per the clinic’s pediatric rules.
What a person decides: The parent signs the treatment consent.
For whom: Parent.
How to measure: Children who came to the first visit.
Example result: “Aigul, Alikhan should come to his first visit with his mom or dad — bring your ID and his birth certificate. The first visit is a meet-and-greet and checkup, about half an hour, with no treatment unless the dentist decides otherwise. At home, tell him the dentist will count his teeth — and avoid words like ‘hurt’ and ‘shot.’”
Missed appointments
The problem it removes: A patient no-shows and disappears: nobody follows up, and the doctor’s slot sits empty.
More detail
What it does: Finds no-shows in the schedule export and drafts each a short message with two new times with the same doctor.
What a person decides: Sending the messages.
For whom: Customer.
How to measure: Patients who came back after a no-show.
Example result: “Marat, we were expecting you yesterday at 16:00 with Dr. Serikova — something must have come up. It’s best not to put treatment off for long. We have Friday at 10:00 or Saturday at 12:30 — which works better?”
Which doctor to see
The problem it removes: Patients describe what’s bothering them but don’t know who to see — the front desk guesses or sends them to a GP “just in case”
More detail
What it does: Uses the clinic directory to suggest which specialist to book for the concern and offers their hours — no diagnoses.
What a person decides: Medical questions — the doctor.
For whom: Customer.
How to measure: Bookings with the right doctor the first time.
Example result: “Saule, for children’s vision concerns, families see our pediatric ophthalmologist — Dr. Li sees patients Tuesdays and Thursdays from 14:00. Shall I book Amir for next Tuesday?”
After-visit instructions
The problem it removes: Patients forget what the doctor said and call with the same questions — or do it wrong.
More detail
What it does: Restates the doctor’s after-visit instructions in plain words from the doctor’s notes — adding nothing of its own.
What a person decides: Instructions — the doctor only.
For whom: Customer.
How to measure: Calls with questions after a visit.
Example result: “Yerlan, a reminder of Dr. Akhmetova’s advice after your extraction: don’t eat for 2 hours, don’t rinse your mouth or warm your cheek today, and stick to lukewarm food tomorrow. Your follow-up is October 14 at 10:00. If anything worries you, message us and I’ll pass it to the doctor.”
Treatment warranty
The problem it removes: A patient comes in with a lost filling and argues over whether the redo is free.
More detail
What it does: Explains the warranty on the work, its conditions, and how to book a warranty check — per the clinic’s warranty rules.
What a person decides: Whether it’s covered — the doctor decides.
For whom: Customer.
How to measure: Warranty disputes.
Example result: “Dinara, the clinic guarantees fillings for 1 year if you come in for a checkup every six months. We’ll book you with Dr. Akhmetova — she’ll take a look and tell you whether it’s covered. Does tomorrow at 15:00 work?”
Corporate medical exams
The problem it removes: Companies look for a clinic to run staff medical exams, and the clinic replies a week later.
More detail
What it does: Explains to a company’s HR team how the clinic runs pre-employment or periodic exams: what’s included, what to prepare, timing, and list price.
What a person decides: Contract and final price.
For whom: Corporate customer.
How to measure: Medical exam contracts.
Unfinished treatment plans
The problem it removes: A patient finishes half the plan and vanishes — the clinic loses both trust and revenue.
More detail
What it does: Finds patients not booked for their next treatment stage in the plan export and gives the front desk a list: who to contact first and what to say.
What a person decides: Who to contact and what to say.
For whom: Employee.
How to measure: Treatment plans completed.
Example result: “Situation: 6 patients have no booking for their next treatment stage. Key point: Saparov has waited longest — over a month since stage 2 of 4, and per the doctor’s notes he has a temporary filling. Options: 1) call the three longest-waiting today — reliable but takes an hour; 2) message all six — faster, but not everyone will reply. Recommendation: 1, and message the rest. Today: call Saparov and book him with Dr. Akhmetova.”
Daily summary for the clinic director
The problem it removes: The director hears about empty slots, no-shows, and complaints only at month-end.
More detail
What it does: Builds a short daily summary from the day’s export: visits, no-shows, revenue, complaints — and what to decide today.
What a person decides: The director’s decisions.
For whom: Manager.
How to measure: Decisions made the same day.
Doctor utilization and revenue
The problem it removes: It’s unclear which doctor is booked three weeks out, who has half-empty days, and why revenue dipped.
More detail
What it does: Shows each doctor’s utilization and revenue from the monthly export, where the empty slots are, and what to do about them.
What a person decides: Schedules and decisions about doctors.
For whom: Manager.
How to measure: Chair utilization.
Example result: “Situation: in September, doctor utilization ranged from 48% to 92%. Key point: Dr. Nurlanova is only half booked, with Tuesday and Thursday mornings empty, while Dr. Akhmetova is booked 3 weeks out. Options: 1) offer Dr. Nurlanova to new patients — fast, but not everyone will agree; 2) shift her hours to evenings, when demand is higher. Recommendation: 2 for a month, then review. Today: discuss the schedule with her.”
Staff certifications and medical checks
The problem it removes: A specialist’s certification or an employee’s medical check expires — and it surfaces during an inspection.
More detail
What it does: Shows from clinic records whose certifications, categories, and medical checks are expiring and what to renew first.
What a person decides: Training and renewals.
For whom: Manager.
How to measure: Expired staff documents.
Example result: “Situation: Dr. Akhmetova’s specialist certification expires November 15, nurse Kim’s medical check has been overdue since October 1, everything else is in order. Key point: working with an expired document is a violation any inspection will catch. Options: 1) enroll the doctor in a CME course now — we’ll make the deadline; 2) take her off the schedule until renewal — safe, but we lose visits. Recommendation: 1. Today: enroll the doctor and send the nurse for her medical check.”
Insurance billing register
The problem it removes: At month-end the front desk builds the insurance billing register by hand, and the insurer sends it back with errors.
More detail
What it does: Drafts the insurer’s register from the export of insured patient visits and flags rows missing a referral or service code.
What a person decides: Sending and signing the register.
For whom: Employee.
How to measure: Registers returned by the insurer.
Example result: “Draft September register for Senim Saktandyru: 12 visits by 7 patients. Rows by date: patient, policy number, service and code, date, referral number. Check before sending: Saparov’s September 14 visit has no referral number, and Kim’s September 21 visit has no service code. Signature: chief physician.”
Basis: product documentation; the platform code. This page describes what exists in this build, not what is planned.