← All articles
Checklist
WhatsApp Bot for Clinics: What to Prepare Before You Start
A chatbot is only as good as the information and rules behind it. Use this checklist to prepare them before it answers a single patient.
1. The information it answers from
- Opening hours, and each doctor's days and hours.
- Specialties, and which doctor covers what.
- Address, branches, a map link and parking.
- What to bring and how to prepare for common visits or tests.
- Fees and insurance, only if you decide to share them in the chat.
2. The rules it follows
- No medical advice. Any question about symptoms, medicine or results goes to your staff.
- Emergencies: a fixed message telling the patient what to do in an emergency, which you write.
- Bookings: the chatbot collects the request and passes it to your staff, who confirm it.
- Privacy: the chatbot doesn't ask patients for medical details in the chat.
3. The handover
- Who receives the conversations it passes on, and during which hours.
- What the chatbot tells the patient while they wait.
- How quickly your team aims to reply, written as a promise you can keep.
4. The test
Collect at least 10 real questions your reception received last month, and check the chatbot's answer to each one before launch.
Questions
Common questions.
Not today. It collects the request and your staff confirm the booking.
That's your choice. Many clinics prefer staff to answer price questions.
The chatbot doesn't give advice. It passes the conversation to your staff, and shows your emergency message if needed.
Ready With Your Clinic's Questions?
Send us your list, and we tell you what a chatbot could answer.