WhatsApp - Patient Engagement Messages

Send Notifications to patients using WhatsApp Message Templates. Customize messages to suit your preferences. Setup templates in multiple languages - will match patient's language with language of whatsapp message template - if template not found in patient language then will use default message template.


Setup

  • Register and setup account with Facebook Developer : https://got2.helpscoutdocs.com/article/246-whatsapp-meta-developer-account-setup
  • Enable WhatsApp
  • Set Message Templates with proper names and variables. Optional: if multiple languages are needed then setup for each language with template name being template name underscore language code. e.g. recall is for english. If you want to setup recall in french then setup recall_fr. If patient lanugage in their profile is French, we will first look for message template recall_fr and if not found we will use template with name recall


  • Get required keys
  • Setup these keys in Got2
  • Fetch templates
  • Go to Patient Engagement - Check WhatsApp message to be sent

When the patient record meets the requirement it will send the appropriate message


NOTE: Copy templates from Meta Templates so they get Quickly Approved and then change as needed. Custom templates take a lot of time.



Message Template Name and Variables and their order are Fixed.

Message text and buttons can be changed to your preferences.  


Message Template Names and Variables to match Patient Engagement Types

Name Template Name Message Header Message Body Variables in order
APPOINTMENT REMINDER appointment_reminder You have an upcoming appointment

Hello {{1}},


This is a reminder from {{2}} about your upcoming appointment on {{3}}.


If you have questions or need to reschedule, please call us at {{4}}.


We look forward to seeing you!
  1. Customer first name
  2. Company name
  3. Appointment date at time
  4. Company phone number
APPOINTMENT CHECK-IN appointment_check_in

Hello {{1}},


This is a reminder from {{2}} about your upcoming appointment on {{3}}.


Check in by clicking here {{5}}.


If you have questions or need to reschedule, please call us at {{4}}.


We look forward to seeing you!
  1. Customer first name
  2. Company name
  3. Appointment date at time
  4. Company phone number
  5. checkin link
NO SHOW  appointment_no_show Missed visit

Hi {{1}}, we missed you at your scheduled {{2}} appointment on {{3}}. Please reply to reschedule or contact {{4}} to book a new appointment.
  1. Patient first name
  2. Service name
  3. Appointment date
  4. Company phone number
THANK YOU thank_you
Hi {{1}}, Thank you for your visiting {{2}}. Kindly share your experience though this brief survey {{3}}.
  1. patient first name
  2. company name
  3. survey link
ORDER READY order_ready Ready for pick up!

Hi {{1}}, your {{2}} order is ready for pick up at {{3}}.

See you soon!
  1. patient first name
  2. order type
  3. company name
CONTACT LENS REORDER order_contactlens_reorder

Hi {{1}}, It is time to reorder your contact lenses. Please call {{2}} at {{3}}.

See you soon!
  1. patient first name
  2. order type
  3. company name
RECALL recall


Hello {{1}}, our records show you are due for your eye checkup at {{2}}. Please call {{3}} to schedule an appointment.
  1. patient first name
  2. company name
  3. company phone

OVERDUE RECALL

recall_overdue
Hi {{1}}, you are overdue for your annual eye exam. Don't sit on the sidelines! Call {{2}} at {{3}} to schedule.
  1. patient first name
  2. company name
  3. company phone
HAPPY BIRTHDAY happy_birthday
Hi {{1}} - Wishing you a very Happy Birthday!! - {{2}}
  1. patient first name
  2. company name

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