Appointments and communication
WhatsApp Business integration for patient messaging
What this integration does
- Sends approved template messages for reminders, dispatch and check-ins.
- Handles inbound replies as a conversation on the patient record.
- Keeps opt-in and opt-out state per patient.
- Escalates a clinical question to a clinician rather than answering it in the channel.
Who it is for
Clinics whose patients answer WhatsApp and ignore email, which is most weight management and coaching audiences.
How it works
- Connect your WhatsApp Business account and phone number.
- Submit and map your message templates.
- Choose which events send which template.
- Replies arrive in the patient record for your team.
What you need
A Meta WhatsApp Business account, a verified number and approved templates.
FAQ
Can we send anything we like?
No. Outbound messages outside a conversation window use approved templates.
Is clinical content appropriate here?
Keep it operational, and move clinical discussion into the record.
How is consent handled?
Opt-in and opt-out are stored per patient and respected.
Are messages retained?
Yes, on the patient record with the rest of the history.
Keep reading
Book a walkthrough
Want to see it connected? Tell us which systems you already run and we will show you the joins live, using your setup rather than a demo account.