Healthcare & Wellness Automation
WhatsPortal sends patients a WhatsApp-guided claim walkthrough — what documents to submit, where to submit them, and what to expect next — reducing the hand-holding your staff does today.
Official Meta BSP · No credit card required
01
A patient is discharged. They have no idea what to do for their insurance claim — which documents to collect, which insurer to contact, which form to fill. They call your billing desk. And call again. And call again.
02
Your billing team spends significant time explaining the same claim process to patients day after day — documents required, timeline, TPA contact details. This is information automation can deliver perfectly well.
03
Patients who don't understand the claim process give up and pay out of pocket — or worse, file claims incorrectly and face delays that create frustration and complaints back to your hospital.
The solution
At discharge, WhatsPortal sends a WhatsApp message with a step-by-step claim guide — documents to collect, submission process, TPA contact, and expected timeline.
The bot prompts patients to upload required documents — discharge summary, bills, prescriptions, ID — directly on WhatsApp. Documents are logged against the patient's record.
As the claim progresses, WhatsPortal sends WhatsApp updates — 'Your claim has been submitted to [Insurer]', 'Your claim is under review', 'Approved: ₹X has been processed.' Patients stay informed without calling.
Common claim questions — 'How long does approval take?', 'What if my claim is rejected?' — are answered instantly by the bot, 24/7.
How it works
Trigger the claim guide at discharge
Connect your discharge system to WhatsPortal via webhook. When a patient is discharged, the claim guidance flow starts automatically.
Patient follows the guide on WhatsApp
They receive each step clearly, upload documents when prompted, and get answers to common questions from the bot.
Billing team handles only exceptions
Patients who have specific issues get routed to a human agent in the shared inbox. Routine guidance runs on autopilot.
Sync patient records
Appointment times, booking confirmations, and patient documents are instantly logged in your hospital management system (HMS) or CRM.
Dr. Ananya R.
Care Clinic
Hi Rohan! This is a reminder from CareClinic for your appointment with Dr. Ananya on Saturday at 11:00 AM. 🏥
9:00 AM ✓✓
Please confirm your availability.
9:00 AM ✓✓
Confirm appointment
9:15 AM ✓✓
Thank you! Your appointment is confirmed. Please arrive 10 minutes early. Here is the location map: click.careclinic.in/map 📍
9:15 AM ✓✓
Example conversation — automated by WhatsPortal
What our customers say
“Our billing helpdesk was fielding 30–40 claim-related calls a day. After adding WhatsPortal guidance, routine questions dropped and our team could focus on actual claim issues.”
Live
Proactive claims guidance reduces patient confusion and claim errors significantly
< 1 min
Average setup time for standard workflows
3×
Increase in response rates compared to email alerts
₹0
Get started for free — free plan included
FAQ
Yes. Build separate claim flows for CGHS, ESI, and private insurers — each with the specific documents, submission process, and TPA contacts relevant to that insurer.
Yes. WhatsApp supports photo, PDF, and document sharing. Patients can photograph discharge summaries and bills directly and send them via WhatsApp — no scanner needed.
Yes. Build separate flows for cashless authorisation (pre-hospitalisation) and reimbursement claims (post-discharge) — each with its own document checklist and timeline guidance.
Free plan: ₹0, 100 messages/month. Standard: ₹1,199/month (5,000 messages). Premium: ₹2,499/month (unlimited). All in INR via Razorpay.
Related workflows
Healthcare patient intake forms
Send and manage automated WhatsApp campaigns tailored for Healthcare & Wellness operations.
Learn more
Healthcare teleconsultation booking
Send and manage automated WhatsApp campaigns tailored for Healthcare & Wellness operations.
Learn more
Fintech KYC document collection
Send and manage automated WhatsApp campaigns tailored for Healthcare & Wellness operations.
Learn more
No credit card required. Free plan available. Official Meta BSP.
We use cookies
We use essential cookies to make the product work, and optional cookies for support chat. See our privacy policy.
