WhatsApp Chatbot for Clinics: Intake & Follow-ups (No Code)

Summary:
A WhatsApp chatbot healthcare setup can pre-screen symptoms, collect intake data, book appointments, send reminders, and run follow-ups—built no code with Landbot.

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If you’re new, start with:

• WhatsApp Chatbot No Code: 15-Minute Landbot Tutorial
• WhatsApp Chatbot Templates: 9 Ready-to-Use Flows
• WhatsApp Business API: Simple Checklist to Go Live
• Landbot + Google Sheets: Real-Time Lead Capture (No Code)

Why a WhatsApp chatbot for clinics?

• Faster triage: capture symptoms and urgency to route correctly.
• Cleaner intake: standardize fields (name, DOB, contact, reason).
• Fewer no-shows: automated reminders & prep instructions.
• Human fast-path: escalate red-flag cases to staff immediately.

WhatsApp Chatbot Healthcare: 7-Step Intake & Follow-up Flow

1. Welcome & intent
   Quick replies: Book appointment • New patient intake • Prescription refill • Support.
2. Pre-intake questions
   Collect reason/symptoms, department, simple urgency scale (1–3), city/branch.
   Show a short disclaimer: “Not for emergencies—call your local emergency number.”
3. Patient intake form & consent
   Fields: Full name, DOB, Phone/WhatsApp, Email, brief history/notes.
   Ask consent to contact; store to variables.
4. Appointment booking
   Offer times (Calendly/booking link) or capture preferred slot.
   If urgency is high or certain keywords (e.g., “chest pain”), hand off to staff.
5. Reminders & prep
   Send an automatic reminder (e.g., 24h/2h before). Include prep: fasting, documents, location.
6. Follow-ups
   Post-visit check-in (How are symptoms?), medication reminders, or a short CSAT/NPS.
7. Human Takeover
   Route to staff for high-risk symptoms, complex meds, insurance disputes, or when the user types “agent”.

Flow details (copy structure)

• Variables: @name, @dob, @phone, @email, @department, @symptoms, @urgency, @branch, @notes.
• Sheet/CRM fields: Timestamp | Name | DOB | Phone | Email | Department | Symptoms | Urgency | Branch | Preferred time | Status | Staff owner | Notes.
• Handoff rule example: if (@urgency >= 3) → Team Inbox.
• Guardrails: off-topic > 3 turns → show quick replies again.

Message templates (examples)

• Booking confirmation: “Hi {{name}}, your appointment on {{date}} {{time}} at {{branch}} is confirmed. Reply 1 to reschedule, 2 to cancel.”
• Reminder: “Reminder: appointment tomorrow {{time}} at {{branch}}. Bring ID and reports.”
• Follow-up: “How are you after your visit? 1=Better 2=Same 3=Worse.”

Compliance & safety (high-level)

• Display a non-emergency disclaimer and provide emergency contact info.
• Collect consent for messaging; respect opt-out.
• Store only what you need; follow your local privacy rules and provider’s policies.
• Route sensitive/complex cases to staff; avoid clinical diagnosis in chat.

Build it in Landbot (quick start)

1. Create a bot (WhatsApp Test or Website).
2. Add Quick Replies (intents) and a short intake form.
3. Configure Human Takeover rules for red flags.
4. Connect Google Sheets/HubSpot to store intake.
5. Add reminder/follow-up flows using message templates.
6. Test end-to-end on your phone; review drop-offs weekly.

WhatsApp Chatbot Healthcare FAQs

Related guides

• WhatsApp Chatbot No Code: 15-Minute Landbot Tutorial
• WhatsApp Chatbot Templates: 9 Ready-to-Use Flows
• WhatsApp Business API: Simple Checklist to Go Live
• Website Chatbot No Code: 15-Minute Landbot Setup
• AI Agent Chatbots: Blend AI + Rules (Landbot Guide)
• Landbot + Google Sheets: Real-Time Lead Capture (No Code)
• WhatsApp Chatbot Real Estate: Leads & Appointments (No Code)