Whatsapp Patient Engagement

1. Twilio WhatsApp Configuration

Before sending WhatsApp messages, you must first set up Twilio for WhatsApp communication.

Steps:

1. Go to Settings
   • Navigate to: Settings > Patient Engagement > Twilio Configuratio
2. Enter Twilio WhatsApp Credentials:
   • Account SID: Your Twilio Account SID (e.g., ACxxxxxxxxxxxxxxxxxxxxxxxxxxxxx )
   • Auth Token: Your Twilio Auth Token
   • WhatsApp From Number: Use the WhatsApp-enabled Twilio number, e.g., whatsapp:+1XXXXXXXX
3. Save Configuration

2. Enable WhatsApp for a Patient

To allow messaging via WhatsApp, the patient's profile must be set up correctly.

Steps:

1. Go to: Patients > Select/Create a Patient

   Ensure the following:

   • Mobile Number is entered correctly (only works for US number +1 extension)
   • Enable WhatsApp: Tick the WhatsApp checkbox
2. Save the patient record.

✅ This ensures the patient is eligible to receive WhatsApp messages via Twilio.

3. Send a WhatsApp Message from Patient Engagement

Once configuration and patient setup are complete, follow these steps to send a WhatsApp message.

Steps:

1. Navigate to: Patient Engagement > Engagement

   Click Create and fill in the details:

   • Engagement Type: Choose WhatsApp
2. Click Send

The system will send the message using Twilio’s API. If there are any issues (like invalid From/To pairs), it will be logged in the server logs with Twilio's error code (e.g., 21910).