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Operations move forward without constant chasing.

We can map the flow, automate the eligible steps and route exceptions with an owner and a deadline.

I want to talk about processes and teams

What usually gets stuck

  • The manager has to keep chasing people to know whether the routine was done.
  • Each person does the same job in a different way.
  • Problems discovered days later, when they have already turned into losses.

Common situations; the first conversation confirms what happens in your clinic.

What can change

Each step has an owner, a deadline and evidence drawn from the systems themselves; if a step has no record, the owner is asked; the manager only steps in if it stays stuck.

What we can implement

  • Automation

    Human steps and automations in the same flow

    Maps the flow, automates the eligible steps and routes exceptions with an owner and a deadline.

    How to evaluate: Cycle time · Delays · Rework

  • Unitta

    Bottleneck alerts on WhatsApp

    Spots the step with no record or confirmation and asks the owner for an update; leads and managers get the views they are authorized to see.

    How to evaluate: Time blocked · Time to resolution

  • Unitta

    Continuity report

    Shows whether the process keeps working over the days and weeks, not just whether the flowchart exists.

    How to evaluate: Recurring execution · Adherence · Failures

Limits

  • A missing record shows up as "not enough evidence", never as an accusation.
  • Alerts only for the clinic's team, on each person's authorized WhatsApp.
  • How to measure each person is defined during implementation, with leadership.

Possible solution, subject to an assessment of the clinic's systems and process.

How it works in practice

The system records, the automation carries out what was authorized, the team steps in when needed and Unitta Flow tracks it all.

unitta · automations · team and processes

Front desk routine · today

Now · 19:10
StepCarlaDowntown unitPatríciaNorth unit
Open the front desk and the systemby 07:3007:2407:28
Check the day's scheduleby 08:0007:4107:52
Get back to unanswered contactsby 12:0011:2011:46
Confirm tomorrow's patientsby 16:0015:1016:48Done late · 12 of 12 confirmed
Close out the day's cashby 19:0018:5218:57

UPatrícia's WhatsApp

Patrícia, tomorrow's confirmations for the North unit haven't been logged yet. Reply 1 if they're done or 2 if you need help.16:31
1, doing it now16:33

Resolved in time: Rafael didn't need to step in.

How we measure

  • Routines on time
  • Time to resolve a stalled step
  • Exceptions by area

Metrics and baseline are defined before implementation. We don't promise gains before we know the operation.

Where this solution usually fits

Other solutions

Solutions

Want to see what could be automated in your clinic?

Tell us which part of your operation you want to improve. Our team will reach out on WhatsApp.

I want to talk about processes and teams