Healthcare & Wellness Automation
WhatsPortal sends a pre-appointment intake form to every patient on WhatsApp — collecting symptoms, history, allergies, and insurance details before they arrive. Your clinical team is prepared. Your waiting room moves faster.
Official Meta BSP · No credit card required
01
Patients arrive at your clinic and spend 10–15 minutes filling in the same intake form they filled last time. The waiting room clogs up. The doctor starts late. The entire afternoon schedule slips.
02
Hand-written intake forms are hard to read and even harder to digitise. Your staff transcribes details from paper to system — adding another 5 minutes per patient and introducing transcription errors.
03
Patients with complex histories — multiple medications, chronic conditions, recent procedures — need more time to complete their forms. Doing this in a waiting room chair is rushed and incomplete.
The solution
24 hours before the appointment, WhatsPortal sends a WhatsApp message with structured intake questions — symptoms, existing conditions, current medications, allergies, insurance information.
Responses are structured and logged against the patient's contact record — not a voice note or a paragraph of text, but clean, usable data.
Include a consent acknowledgement step in the intake flow — patients confirm they've read and agreed to your clinic's data and treatment policies before they arrive.
Before each appointment, your staff can pull up the patient's pre-submitted intake from WhatsPortal — giving the doctor context before they walk in.
How it works
Connect your appointment system
Trigger the intake form automatically 24 hours before each appointment via webhook from your booking or HMS system.
Patients complete intake on WhatsApp
They respond to each question at their own pace — on the couch, on the commute, at their convenience.
Staff and clinicians are prepared
Intake data is visible in WhatsPortal and can be exported to your clinical system. Appointments start on time with full patient context.
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
“We started sending WhatsApp intake forms the day before appointments. Waiting room time dropped and our doctors stopped spending the first 5 minutes of every appointment asking basic questions.”
Live
Pre-appointment intake via WhatsApp can reduce per-appointment admin time by 10–15 minutes
< 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
WhatsApp Business API messages are end-to-end encrypted. For sensitive health data, you can use WhatsApp Flows (available on the Premium plan) to collect structured data within a secure in-chat form, rather than open message replies.
Yes. Build separate intake flows for different departments — orthopaedics, gynaecology, dermatology — each asking the questions relevant to that speciality.
Patients can reply with a list of medications in text or share a photo of their prescription directly on WhatsApp. Both are captured in the conversation record.
Free plan: ₹0, 100 messages/month. Standard: ₹1,199/month (5,000 messages). Premium: ₹2,499/month (unlimited). All in INR via Razorpay.
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No credit card required. Free plan available. Official Meta BSP.
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