Industry · Healthcare

Pilot for healthcare: your clinic organized from booking to payment, no paperwork

AI-powered patient scheduling, connected clinical records, WhatsApp reminders, insurance billing, and reports for medical directors. Built for clinics, practices, and health services across LATAM.

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Medical team reviewing the schedule and clinical records in Pilot

Common challenges for a clinic or practice

  • No-shows from patients who don't confirm or cancel in time.
  • Booking that happens over WhatsApp but never makes it into the system.
  • Clinical records disconnected from the billing and collections system.
  • Insurance payments that take weeks to reconcile.
  • A medical director with no real visibility into workload per doctor, revenue per specialty, or NPS.

How Pilot solves each one

Pilot connects your calendar, your clinical records, your WhatsApp, and your billing. Patients book on their own over WhatsApp or from a public link (Doctoralia/Calendly style) — the AI respects valid slots, minimum lead time, mandatory advance notice, and personal blocks.

The patient gets automatic reminders 24h and 2h before, with the option to confirm, reschedule, or cancel in one click. That alone cuts typical no-shows by 40-60%.

During the visit, the doctor opens the patient's record in Pilot and dictates notes (AI voice-to-text). At close, Pilot generates the invoice with the correct insurance code, sends the charge, and connects to accounting. The medical director sees on their dashboard: occupancy per doctor, revenue per specialty, top procedures, NPS per doctor — without anyone building the report.

Health data is encrypted and isolated with granular permissions. We comply with LATAM regulations and are working toward HIPAA certification (US) on the 2026 roadmap.

Recommended modules for healthcare

A starter setup for clinics and practices.

Calendar

A calendar that understands your logic and blocks real time.

Customers

One contact database, no duplicates, enriched by AI.

Team chat

Internal chat with AI summaries of long threads.

Broadcast

One message, every channel coordinated.

Invoicing

Electronic invoicing that builds, sends, and reconciles itself.

Payment links (Zelr)

Payment links for WhatsApp and SINPE, built into the CRM.

Reports

Dashboards that build themselves.

Typical integrations in healthcare

Whatsapp-BusinessWhatsapp-Business Google CalendarGoogle Calendar Outlook / Microsoft 365Outlook / Microsoft 365 QuickBooksQuickBooks OdooOdoo

Real healthcare use cases

Patient scheduling

Patients book on their own over WhatsApp with automatic confirmation.

AI patient support

Common questions answered 24/7 without overloading the team.

Automated patient marketing

Checkup reminders, prevention campaigns, NPS.

Pilot already runs in private clinics and practices across LATAM, with notable savings on no-shows and admin time.

Frequently asked questions

Is it compliant with medical data protection regulations?
We comply with LATAM personal data protection laws (Costa Rica's Law 8968, Brazil's LGPD, and similar). Health data is encrypted at rest and in transit (TLS 1.3 + AES-256). HIPAA (US) is on the 2026 roadmap for clients with operations in the United States.
Does it replace Doctoralia, MD Clinic, or eMédico?
Pilot covers the full flow (scheduling + records + payments + reports) but doesn't position itself as clinical software specialized in a single branch (e.g. advanced dentistry with X-rays, ophthalmology with OCT). For multi-specialty clinics without hyper-specific needs, Pilot replaces the stack. For very vertical sub-specialties, we recommend keeping the specialized software and connecting it to Pilot via API.
Does it handle health insurers?
Yes. You configure the insurers you work with (INS Costa Rica, Sura, Mapfre, IMSS, etc.), their agreed rates, and their payment terms. Pilot bills with the insurance code, sends the charge, and reconciles when the insurer deposits.
Is there a mobile app for doctors?
Yes. An iOS and Android app (Pilot Orbit) optimized for doctors in consultation: view the day's schedule, open the patient's record, dictate notes with voice-to-text, mark a visit as seen. Useful for professionals who move between offices.
What about clinics with several locations?
Multi-site is native. Each site has its own schedule, doctors, and rooms. The general director sees both the consolidated view and per site. Useful for clinic chains, networks of practices, and medical groups.

Want to see Pilot running your clinic?

Book a 30-minute demo. We'll show you the full flow from WhatsApp booking to month-end close with insurance reconciliation — on a sample clinic.

Request a demo