Send A WhatsApp

Sending a WhatsApp directly from the system allows your Practice to communicate with a Patient or Debtor in a modern and efficient manner. Digital messaging ensures that important clinical or financial information reaches the recipient instantly on a platform they use daily. Effective use of automated templates helps maintain a professional standard while saving time for your staff and improving the overall experience for every Dependant or person responsible for the account.

💡Please Note: The WhatsApp button should first be enabled and set up for your Practice.

Web App:

Roadmap 1: NW > MOD Diary - S Diary > Booking - SB Diary > B WhatsApp - S WhatsApp - Add/Edit Workflow Event

Roadmap 2: NW > MOD Debtors - S Debtors > Select Debtor - SB Debtor > B WhatsApp - S WhatsApp - Add/Edit Workflow Event

Roadmap 3: NW > MOD Debtors - S Debtors > T Invoice Management - S Invoice Management > Select Invoice - SB Debtor Info > B WhatsApp - S WhatsApp - Add/Edit Workflow Event

User Manual Link: How to Send A WhatsApp.

 

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