๐Ÿ’ฌ 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.
๐Ÿ’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.
โœˆ๏ธ Telegram
Bot-based messaging. Suitable for patients who prefer Telegram. Supports automated message flows and inline response buttons.
๐Ÿ“ง Email
Formal communications โ€” appointment confirmations, homework documents, and report delivery. Supports HTML templates.
๐Ÿ“ž Voice
Outbound voice calls via Twilio for escalation alerts and automated voice reminders (configurable per patient).
app.sherpii.io/patients/amir-katz/communications
Sherpii
Sherpii
Mind & Balance
โŠž Dashboard
๐Ÿ“… Calendar
๐ŸŽ™ Sessions
๐Ÿ‘ค Patients
๐Ÿ’ฌ Communications
๐Ÿ”” Alerts
๐Ÿ“„ Reports
DR
Dr. Reiss
Amir Katz ยท Communications
Homework & Follow-up
Current Assignments + Add
Thought record worksheet Overdue
Assigned 29 May ยท Ping every 2 days via WhatsApp
0 / 5 days completed
Behavioural activation log Completed
5 / 5 days โœ“
Mindfulness practice ยท 10 min daily In progress
Assigned 2 Jun ยท Check-in every 3 days via WhatsApp
1 / 3 days reported
Active Channels
๐Ÿ’š WhatsApp Primary
๐Ÿ“ง Email
โœˆ๏ธ Telegram
๐Ÿ“ž Voice
Recent Interactions
All Out In
Reminder ยท Thought record overdue ยท WhatsApp
2d ago
Patient: "Will try today" ยท WhatsApp
2d ago
Session confirmation ยท Email
3d ago
Homework assigned ยท Thought record
5d ago
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.

  • โœ“
    Allowed topics โ€” e.g. "Mood check-ins, homework questions, appointment logistics โ€” NOT clinical advice"
  • โœ“
    Maximum messages per day โ€” cap on patient-initiated messages to prevent over-reliance
  • โœ“
    Escalation markers โ€” keywords or sentiment thresholds that trigger an immediate notification to the caregiver
  • โœ“
    Response hours โ€” define when the AI responds (e.g. 08:00โ€“22:00)
  • โœ“
    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.