πŸ’¬ Screen

Communications

Multi-channel outreach for every patient. Caregivers configure which channels are active, assign homework with automated follow-up rules, and can grant patients access to a scope-limited AI chat. All interactions are logged on the patient card.

Communication Channels
Four channels are available. Caregivers activate the relevant channels per patient from the channel configuration panel.
πŸ’š WhatsApp Business
Most widely used. Two-way messaging via Twilio WhatsApp Business API. Ideal for homework reminders and brief check-ins. Patients respond in their native app.
✈️ Telegram
Bot-based messaging. Suitable for patients who prefer Telegram. Supports automated message flows and inline response buttons.
πŸ“§ Email
Formal communications β€” appointment confirmations, homework documents, and report delivery. Supports HTML templates.
πŸ“ž Voice
Outbound voice calls via Twilio for escalation alerts and automated voice reminders (configurable per patient).
app.sherpii.io/messages
Sherpii
Sherpii
Mindful Clinic
⊞ Dashboard
πŸ‘₯ Patients
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πŸ’¬ Messages 2
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SB
Dr. Sara Ben-David
CBT Therapist
Messages
πŸ” Search patients, notes…
Conversations
AK
Amir Katz
Reminder Β· Thought record over…
Fri 09:00 1
ML
Maya Levi
Thank you, see you then.
Mon 12:20
DR
Dan Reiss
Managed two out of three…
Tue 19:10
NH
Noa Haim
Reminder: social exposure hom…
Wed 14:00 1
TS
Tali Shapiro
Feeling much steadier this week…
Mon 10:00
Amir Katz πŸ’¬ WhatsApp
Homework assigned Β· Thought record
Hi Amir β€” please complete the thought record for 5 days this week. Reply here when done πŸ™‚
Will try today
Wed 18:40
Great. Even one entry a day helps.
Reminder Β· Thought record overdue
Type a message…
Active Channels
πŸ’š WhatsApp Primary
πŸ“§ Email
✈️ Telegram
πŸ“ž Voice
Homework & Follow-up + Add
Thought record worksheet Overdue
Assigned 29 May Β· Ping every 2 days via WhatsApp
0 / 5 days completed
Behavioural activation log Completed
5 / 5 days βœ“
Mindfulness practice Β· 10 min daily In progress
Assigned 2 Jun Β· Check-in every 3 days via WhatsApp
1 / 3 days reported
Patient-Initiated Chat

The caregiver can enable an AI-assisted chat channel for the patient. The patient initiates conversations via WhatsApp, Telegram, or the patient portal. The AI operates within a scope defined by the caregiver.

  • βœ“
    Allowed topics β€” e.g. "Mood check-ins, homework questions, appointment logistics β€” NOT clinical advice"
  • βœ“
    Maximum messages per day β€” cap on patient-initiated messages to prevent over-reliance
  • βœ“
    Escalation markers β€” caregiver-defined keywords and thresholds; when one appears in a chat, the system executes the escalation rule the caregiver configured and notifies them immediately
  • βœ“
    Response hours β€” define when the AI responds (e.g. 08:00–22:00)
  • βœ“
    All chats are logged in the patient's communications history and summarised in the next session brief
Homework Assignment & Automated Follow-up
Step-by-step flow for assigning homework with a built-in automated follow-up sequence.
Assigning Homework with Follow-up
Actor: Caregiver
  1. At session end, open the Homework tab for the patient.
  2. Click "+ Add Assignment" and type the homework description.
  3. Set a due date and follow-up rule: "Ping via WhatsApp every 2 days until reported done".
  4. System sends an assignment message and schedules the follow-up sequence.
  5. Patient marks completion by replying to the WhatsApp message.
  6. Caregiver sees completion status on the dashboard and patient card.