The Power of WhatsApp for Patient CRM
Discover the concept behind transforming WhatsApp into a comprehensive Patient CRM. Learn how to leverage the platform your patients already trust to streamline care and communication.
Your Healthcare Operation Stuck in the Past?
The Old Way: Chaos
The WhatsForm Way: Control
Relying on a patchwork of email, phone calls, and paper creates bottlenecks, wastes staff time, and leads to a frustrating patient experience.
WhatsApp Automationwith WhatsForm
Experience the future of healthcare communication — where every patient interaction is streamlined, secure, and satisfaction-focused.
Turn WhatsApp into patient communication hub
the platform patients already use and trust
Automate appointments and collect patient history
seamlessly without manual data entry
Share reports instantly and manage the entire care journey from inquiry to follow-up
WhatsForm
Online
Hi! Tell me about your symptoms.
I have a headache
Got it! Booking appointment...
The Automated Patient Journey
Follow the seamless path from a potential patient's first inquiry to a confirmed consultation, all managed within WhatsForm.
1. Capture Every Lead
Track leads from any source—like Facebook Ads or a QR code—directly into your WhatsApp. Never miss an inquiry again.
2. Qualify with AI
An AI assistant engages prospects 24/7, asking initial questions and collecting patient history to qualify them automatically.
3. Nurture & Educate
Automatically send follow-ups, educational content, and reminders over weeks or months to build trust and keep patients engaged.
4. Collaborate as a Team
Your specialists, doctors, and admin staff can discuss cases, assign tasks, and track progress in a central Team Inbox.
5. Convert to Patient
When the patient is ready, seamlessly book their consultation, send confirmations, and prepare them for their visit.
Capture Every Lead
New Lead from Ad Campaign
Campaign: 'Knee Pain Solutions'
Patient Inquiry:
"Hi, I saw your ad about knee pain and I'm interested in learning more."
AI Assistant is Engaging
Qualifying lead automatically...
AI Message:
"Thank you for reaching out. To best assist you, could you please upload a recent X-ray and share a brief history of your knee pain?"
Nurturing Campaign Activated
Automated follow-ups scheduled.
Scheduled for Day 3:
"Hi Rohan, just following up. Here is a video explaining our minimally invasive procedure..."
Team Collaboration
Case assigned in Team Inbox.
Internal Note:
"@DrGupta please review the X-rays for Rohan Sharma. Case seems promising for our new procedure."
Patient Converted
Consultation booked successfully.
Appointment Confirmed:
Rohan Sharma with Dr. Gupta on Oct 28, 10:00 AM. Reminder sent.
Capture Every Lead
New Lead from Ad Campaign
Campaign: 'Knee Pain Solutions'
Patient Inquiry:
"Hi, I saw your ad about knee pain and I'm interested in learning more."
AI Assistant is Engaging
Qualifying lead automatically...
AI Message:
"Thank you for reaching out. To best assist you, could you please upload a recent X-ray and share a brief history of your knee pain?"
Nurturing Campaign Activated
Automated follow-ups scheduled.
Scheduled for Day 3:
"Hi Rohan, just following up. Here is a video explaining our minimally invasive procedure..."
Team Collaboration
Case assigned in Team Inbox.
Internal Note:
"@DrGupta please review the X-rays for Rohan Sharma. Case seems promising for our new procedure."
Patient Converted
Consultation booked successfully.
Appointment Confirmed:
Rohan Sharma with Dr. Gupta on Oct 28, 10:00 AM. Reminder sent.
Process Automation on WhatsApp
Select a process to view:
Example Forms for Healthcare
Interactive WhatsApp forms that streamline every aspect of your healthcare operations. Click any form to see it in action.
Patient Appointment Booking
Mobile WhatsApp Form Demo
Booking, rescheduling, and cancellations handled by patient or doctor
Success Stories
See how leading healthcare providers are transforming their operations with WhatsForm.
Unified Multi-Specialty Care
This multi-specialty hospital unified all department communications on WhatsForm, from appointments and lab reports to HR, creating a central nervous system for operations.
The Tangible Outcomes
Implementing an AI-driven WhatsApp strategy delivers significant benefits for both patients and providers.
Higher Patient Satisfaction
Provide easy access and quick, 24/7 answers, leading to a more responsive healthcare experience.
Reduced No-Shows
Automated reminders and simple rescheduling drastically improve appointment attendance rates.
More Efficient Operations
Free up staff from repetitive phone calls and manual data entry to focus on quality patient care.
Improved Patient Adherence
Proactive follow-ups encourage patients to stick to treatment plans and help catch issues early.
