Getting Started

Topics

Introduction

Welcome to the User Guide of TalkRight WebApp! This will help you understand how to get started and customize your experience in the TalkRight.

What is TalkRight?

TalkRight is an AI-powered web application designed to make hospital appointments simple and stress-free. With TalkRight, patients can easily book their appointments through AI-assisted calling or directly via WhatsApp, while hospital staff can also manage manual bookings according to available doctors. This app is built to simplify hospital administration by managing appointments more efficiently, providing convenience to both patients and hospital staff.

Patients can call or request an appointment through WhatsApp, and the AI will verify the doctor’s availability for the requested slot using the configured clinic WhatsApp number. In case of unavailability, it will automatically suggest the nearest available timing. Similarly, hospital staff can manually check doctor schedules, departments, and shift timings when booking on-site.

TalkRight is a smart healthcare assistant that bridges the gap between patients and hospitals, eliminating the need for long queues or confusing booking processes. Hospitals can easily edit and customize communication templates according to their needs, ensuring flexibility for different healthcare setups. These templates come in three types: Email, WhatsApp, and Poll.

  • Email and WhatsApp templates are used for all types of booking confirmations, including new appointments, rescheduling, and cancellations.
  • Poll templates are designed to collect patient feedback and ratings, helping hospitals measure satisfaction and improve service quality.
  • The same templates are also used for automated reminder messages, powered by cron jobs, which notify patients about their upcoming appointments.
  • Through WhatsApp configuration, clinics enable patients to book, confirm, reschedule, or cancel appointments directly via WhatsApp. The AI fully manages these interactions using the configured clinic WhatsApp number, ensuring seamless, automated appointment handling.

TalkRight also supports customized outbound email management. Through the Email Configuration module, clinics can integrate their own email account into the system. Once configured, all appointment-related communications such as confirmations, reminders, cancellations, and other system-generated notifications will be sent directly from the clinic’s preferred email address. This will allow clinics to maintain full control over their communication identity.

In addition to appointment management, TalkRight offers a complete set of tools for hospital and clinic administration, including:

  • View and filter appointment details for quick access to patient and doctor schedules.
  • Access all reports and call summaries in one place.
  • Call patients directly from the system for instant communication.
  • Clinic management, including setting regular hours, holidays, and sudden off days.
  • Doctor management, allowing admins to add or remove departments, assign or remove doctors, manage their shift timings, and update their leave schedules as needed.

Overall, TalkRight is designed to simplify healthcare management for both patients and hospital administrators, ensuring a smooth, reliable, and intelligent appointment experience.

TalkRight Features

book

Appointments

View Appointment Details & Manage Status

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Patient History

View Patient History

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Management

Manage Your Departments & Doctors

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AI Calling

Make AI-Powered Calls

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Clinic Management

Manage Clinic Availability & Days Off

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Dashboard

Workspace Overview

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Billing System

Billing & Plans

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Calendar

Easy Booking

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Template Management

Manage Email & WhatsApp Templates

settings

System Settings

Control System Notifications, Communication, & Branding.

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Reviews

Ratings & Reviews

report

Report

Report Centre

Start Up Guide

  • Quick Start Guide
    • Step 1: Register or Log In
      • Create a new account or log in using your existing credentials to access the TalkRight dashboard.
    • Step 2: Set Up Clinic Settings
      • Navigate to Clinic Management and configure your clinic’s basic settings.
      • Define clinic working hours, regular schedules under Clinic Timings, holidays under Permanent Day Off, or any sudden off days under Random Day Off. This step is essential, as all appointments and doctor availability depend on clinic timing.
    • Step 3: Configure Departments & Add Doctors
      • Go to Doctor Management → Departments and add the medical departments available in your clinic or hospital.
      • Under Doctor Management → Doctors, add doctors and assign them to the relevant departments.
      • Set their shift timings, availability, and leave schedules to ensure accurate appointment bookings.
    • Step 4: Purchase Subscription
      • Visit the Billing section and purchase a subscription to activate AI Calling and WhatsApp Automated Chat.
      • This step is mandatory to enable AI-powered appointment handling and confirmations.
    • Step 5: Configure WhatsApp
      • Open System Settings → WhatsApp Configuration and connect your clinic’s WhatsApp number.
      • This configuration is mandatory for AI chat, AI booking confirmations, and automated WhatsApp interactions.
      • Without WhatsApp configuration, even AI call bookings will not be confirmed.
    • Step 6: Configure Email
      • Navigate to System Settings → Email Configuration and set up your preferred email account.
      • All appointment confirmations, notifications, and reminder emails will be sent from this configured email address.
    • Step 7: Set Communication Templates
      • Go to Template Management and configure Email, WhatsApp, and Poll templates.
      • These templates are used for booking confirmations, reschedules, cancellations, reminders, and patient feedback collection.
    • Step 8: Book Appointments Manually
      • Use the Calendar to create and manage manual appointments based on doctor and clinic availability.

      • You’re All Set

      Once these steps are completed, your system is fully configured.

      You can now manage appointments, automate patient communication, and use all TalkRight features smoothly and efficiently.

  • how_to_regHow To Register
    • account_boxStep 1: Provide Your Account Details
      • Uploading a profile photo is optional. If you choose to add one, click Upload New Photo. Supported formats include JPG, GIF, and PNG, with a maximum file size of 800 KB. If you don't want to upload image but its uploaded by mistake, use the Reset button to remove it and revert to your previous or default photo.
      • Enter your email address in the provided field. This will be used for login and account verification.
      • Create a secure password containing at least eight characters, including one letter, one number, and one special character. Re-enter the same password in the Confirm Password field to ensure accuracy. For security, both fields encrypt the entered characters.
      • Once all details are filled, use the Next button to move forward.
    • article_person Step 2: Provide Your Personal Information
      • Enter your first name and last name in the respective fields.
      • Select your country from the dropdown.
      • Choose your gender from the list of options.
      • Enter your birth date in the provided format (MM/DD/YYYY) or select from calendar.
      • Add your phone number with the correct country code by selecting the flag and entering your number.
      • Click Next to proceed to the following step, or use Back if you need to return to the previous section.
    • business_centerStep 3: Provide Your Business Details
      • Enter the Centre Name and the Physical Address of the business.
      • Provide the Business Trade Name and Business Address (if the business address is the same as the physical address, you can check the “Copy from Physical Address” checkbox to auto-fill it).
      • Select the Business Country (if it matches the personal info country, you can simply check “Copy from Personal Info Country).
      • Fill in the City where the business operates.
      • Add the Primary Contact Email (if it is the same as the account email, check “Copy from Account Details Email” to auto-fill).
      • Enter the Primary Contact Phone Number with the correct country code, or check “Copy from Personal Info Phone Number” if it's the same as your personal number.
      • Select your Timezone from the dropdown. This is one-time, irreversible selection that sets the fixed timezone for the entire platform (all appointments, reports, reminders, and automated processes) will follow this timezone. It will be automatically suggested based on your selected business country. If you prefer a different timezone, you may change it, but choose carefully as it cannot be modified later.
      • Check the box to agree to the privacy policy and terms.
      • Click "Sign Up" to complete the registration.
      • If you already have an account, click "Sign in instead."

Overview

  • Dashboard: The TalkRight dashboard gives hospital administrators a clear and organized overview of daily operations. It displays key insights such as total calls, today’s calls, average call duration, and total appointments. Users can also view survey ratings, call statistics, appointment records, and performance summaries, helping them monitor progress and maintain efficiency.
  • Calendar: The Calendar allows hospital staff to manually create appointments as needed, providing complete flexibility in scheduling. Staff can view all reserved appointments or view filtered appointments of a specific doctor. Booking details can be edited at any time, and appointments can be moved from one date to another within the same time slot. The system does not restrict appointment reservation through calendar, based on doctor or hospital timings, allowing appointments to be created or adjusted easily during emergency situations without any scheduling limitations.
  • Appointments: This section provides a structured and organized view of all patient appointments through separate tabs for All, Confirmed, Completed, and Cancelled appointments. Hospital staff can easily monitor and manage appointments based on their status, ensuring smooth operations and reduced errors. Appointments can also be filtered and sorted by date, time, doctor’s name, patient’s name, email, or department for quick access and efficient organization.
  • Patient: The Patients section shows a unified list of patients grouped by phone number with their appointment history. Clicking a patient’s number opens all related bookings, and the Patient Consent view indicates whether the patient has agreed to data storage and usage.
  • Incoming Calls: This section maintains a detailed log of all incoming calls. It records caller information, including name, email, and contact number, along with complete call details such as date, time, and call duration. When an appointment is created during a call, the reserved doctor’s name is also recorded instead of the centre number. This ensures call history remains complete, transparent, and easily accessible for review and follow-up.
  • Reviews: The Reviews section compiles feedback from both surveys and call interactions. It helps hospital management evaluate patient satisfaction levels and identify areas for improvement in service quality and communication.
  • Reports: The Reports section provides a structured view of all appointment-related reports in a single interface. It allows staff to review detailed appointment records, including patient information, doctor, department, date and time, and appointment status. Reports can be filtered by date range, department, and doctor, and can be searched or exported for further analysis. This ensures organized record-keeping, quick review, and effective tracking of operational activity.
  • Doctor Management: Doctor Management provides complete details about doctors, their departments, and shift schedules. It allows staff to add doctors to specific departments and manage their availability, including shift timings and leave records, for better coordination and planning.
  • Clinic Management: This section manages the clinic’s operational schedule, including centre availability, fixed weekly off-days and occasional leaves. It helps staff stay informed about clinic availability and ensures accurate appointment scheduling.
  • Billing: The Billing section displays information about subscription packages and purchase history including the active package, its duration, and total subscriptions to date. Administrators can easily subscribe to new packages, or cancel & upgrade existing ones. For first-time subscriptions, the system requires selecting an available Twilio number in the respective region. Subsequent renewals only require choosing the desired package.
  • Template Management: Template Management enables hospital staff to manage and edit Email, WhatsApp, and Poll templates for patient communication. Predefined WhatsApp and Poll templates are provided for convenience and can be customized to match hospital requirements, ensuring professional and personalized messaging for confirmations, reminders, and feedback.
  • System Settings: This section provides access to all essential system configurations. You can manage notification intervals (deciding which notifications are sent and when), set up WhatsApp configuration for automated appointment messages and reminders through cron jobs (automating reminders, notifications, etc.), configure email settings to send system emails directly from your own address, and customize the system logo to provide a smooth user experience.
  • Profile Menu: The Profile Menu provides quick access to all account-related settings and personal information. It allows users to view their profile, update personal and business details, change their password, and securely log out. This centralized menu ensures easy management of user data and account preferences.