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  1. Optin

    By signing up and providing your phone number, you agree to receive text messages from Wendi.

  2. How do I customize the forms in my workflow? - help.getwendi.com

    Wendi Settings allows you to create custom forms that you can use in your chat widget. In this article, we will show you how to customize your forms so you can gather the information you …

  3. How do VOBs (Verification of Benefits) work?

    Verifying patient insurance coverage is a time consuming task Wendi is built to help take on. In this article we discuss both level 1 and level 2 VOBs.

  4. What is a mental health virtual assistant? - Wendi

    A mental health virtual assistant like Wendi is a phone, text and chat tool that works via AI training. It helps you grow your practice by automating office tasks, such as transcribing …

  5. What’s the difference between a chatbot and Wendi? – Wendi

    Wendi is a chatbot on steroids. Its HIPAA compliance offers AI and live chat options and can screen patients, allowing them to self-verify insurance. It also engages them over text once …

  6. Track Paid Ads

    Wendi is built for marketing. Here's how to integrate common platforms with Wendi

  7. What Kinds of Data Can You Pass? – Wendi

    Wendi passes the data you need to bill your patient’s insurance. That data includes the following: General patient demographic Insurance information Scheduled visits Learn more about …

  8. Which insurance do you use for instant verification or not? - Wendi

    While we currently don’t do dental or vision, given the complex nature of supplemental, we are still waiting for one to do instant verification today. However, we are looking at building into the …

  9. Can you show a checklist form before insurance verification? - Wendi

    Yes, as separate actions. In Wendi 2.0, the form workflow and insurance verification will be configurable to show a checklist before or after verification.

  10. Add Providers

    When a provider is cloned, their documents, match criteria settings, address, and Wendi Settings are duplicated into a new provider. Once a provider is cloned, you can Switch Providers into …