# WhatsApp Integration
ClinIT integrates with WhatsApp Business API to send automated reminders and share documents with patients via their preferred messaging channel.
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Setup
- Settings → Integrations → WhatsApp.
- Enter your WhatsApp Business API credentials:
- Phone Number ID.
- Access Token.
- Verify Token (for webhook verification).
- Click Test Connection.
- Once connected, ClinIT sends a test "Hello from ClinIT" message to verify.
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What Can Be Sent via WhatsApp
| Message Type | Trigger |
|---|---|
| Appointment Confirmation | Immediately after booking |
| Appointment Reminder | 24 hours before appointment |
| Appointment Reminder | 2 hours before appointment |
| No-Show Follow-Up | 30 min after no-show status set |
| Prescription | After doctor saves prescription |
| Invoice / Receipt | After payment collected |
| Lab Result | After result released to patient |
| Portal Link | When portal invite sent |
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WhatsApp Templates
WhatsApp Business requires pre-approved templates for outbound messages. ClinIT ships with the following template categories:
APPOINTMENT_CONFIRMATION— includes patient name, date, doctor, clinic address.APPOINTMENT_REMINDER_24H/APPOINTMENT_REMINDER_2H.GENERAL_NOTIFICATION— flexible template for ad-hoc messages.
To add custom templates, submit them via the Meta Business Manager and then add the template ID under Settings → WhatsApp → Templates.
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Notification Preferences
Per-clinic notification toggles under Settings → Notifications:
- Enable/disable each message type.
- Set reminder timing offsets.
Per-patient opt-out:
- If a patient replies "STOP", their number is flagged and messages cease.
- Staff can also manually opt-out from the patient chart.
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Manual Messages
Send an ad-hoc WhatsApp message from:
- Patient Chart → Contact → Send WhatsApp.
- Within the session screen → Share via WhatsApp.
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InstaPay Integration
Set your clinic's InstaPay instructions (phone number, name, wallet provider) under Settings → Payment Methods → InstaPay. These appear in invoice PDFs and patient portal payment instructions.