Automate Reports, Bookings & Home Collection—All on WhatsApp

Stop 100+ "is my report ready?" calls daily. Instant test booking, automated reminders, WhatsApp report delivery, and health package campaigns.

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65%
Fewer no-shows
Automated reminders cut missed appointments dramatically
40%
More patient retention
Automated follow-ups keep patients engaged
8+ hrs
Saved per week
Automate replies, reminders, and follow-ups
4x
More reviews
Automated review requests after every visit
The Problem

Challenges Diagnostic Labs Face

"Is My Report Ready?" All Day

100+ calls daily asking if reports are ready. Reception staff check the system repeatedly. Same conversation over and over. Can't focus on patients who are actually at the lab.

Fasting Test Failures

Patient arrives for lipid profile after eating breakfast. Test can't be done. Wasted trip for patient, lost revenue for you. Nobody reminded them to fast overnight.

Home Collection Chaos

Phlebotomist David reaches for home sample collection. Patient not ready. "Come back in 30 minutes." Route planning destroyed. 2 hours wasted per incident.

Report Delivery Delays

Report is ready but patient doesn't know. They call repeatedly or visit unnecessarily. Doctor can't proceed with treatment. Patient goes to competitor next time.

Health Packages Undersold

You have comprehensive health packages but patients only book single tests. No one knows about your Rs.1,999 full body checkup. Revenue left on the table.

Annual Checkup Lapse

Patient did full body checkup last year. This year? Nothing. No reminder, no follow-up. They book with competitor who sent a WhatsApp campaign.

Solutions

10 Ways WhatsApp Automation Grows Your Lab Business

Handle more patients, deliver reports instantly, and automate follow-ups

1

24/7 Test Booking Journey

Journey Starter+ $29

Let patients book tests anytime—choose test type, select time slot, pick lab visit or home collection, get instant confirmation.

JOURNEY: Test Booking
TRIGGER: "book", "test", "appointment", "checkup"
STEP 1: Ask test selection method (prescription/name/package/help)
STEP 2: Show relevant test options with prices
STEP 3: Display test details + fasting requirements
STEP 4: Ask lab visit or home collection
STEP 5: Show available time slots
STEP 6: Confirm booking with all details
STEP 7: Send fasting/preparation instructions
STEP 8: Add to "Booked" pipeline stage
How it works: 24/7 availability captures after-hours bookings. Clear test pricing prevents surprises. Fasting instructions upfront prevent failed tests. Immediate confirmation includes everything needed. Patients book in 2 minutes without calling.

Workflow tip: Track which tests get booked most and feature them first in your test menu.
2

Fasting Test Reminders

Sequence Starter+ $29

Send preparation instructions night before and morning of appointment—ensure patients arrive properly fasted and prepared.

SEQUENCE: Test Reminders
TRIGGER: Test booked
DAY BEFORE (8 PM): Send preparation + fasting instructions
MORNING OF (6:30 AM): Send final reminder + location
1 HOUR BEFORE: Send "leaving now?" reminder
IF NO CONFIRMATION: Staff notified of possible no-show
How it works: Night-before reminder allows proper preparation. Morning reminder prevents no-shows (80% reduction). Fasting instructions prevent test failures. Confirmation request helps manage slots. Lab Manager Emma sees who confirmed and who's at risk of missing.

Workflow tip: For non-fasting tests, simplify the reminder to just time and location.
3

Home Collection Coordination

Sequence Pro $99

Coordinate home sample collection—confirm address, send phlebotomist ETA, arrival alert, collection confirmation.

SEQUENCE: Home Collection
TRIGGER: Home collection booked
DAY BEFORE (8 PM): Confirm address + fasting instructions
MORNING OF: Phlebotomist assigned to route
30 MIN BEFORE: Send ETA + phlebotomist details
ON ARRIVAL: Phlebotomist calls patient
AFTER COLLECTION: Send sample ID + report timeline
THEN: Move to "Collected" pipeline stage
How it works: Address confirmation prevents wrong visits. Real-time ETA reduces "when will you come?" calls. Contact details allow direct coordination. Immediate collection confirmation with sample ID for tracking. Phlebotomist David completes 12+ collections daily vs 6-8 before automation.

Workflow tip: Route phlebotomists by area to minimize travel time between collections.
4

Instant Report Delivery

Rule Starter+ $29

Send reports on WhatsApp the moment they're ready—PDF link with key findings preview, eliminates "is it ready?" calls.

TRIGGER: Report status changed to "Ready"
ACTION: Send report notification with key findings
THEN: Send PDF download link
THEN: Tag contact "Report Delivered"
THEN: Set 2-hour follow-up for feedback request
IF ABNORMAL VALUES: Suggest doctor consultation
How it works: Instant delivery eliminates "is it ready?" calls completely (100+ calls/day reduced to zero). Key results preview for quick glance. PDF link valid 30 days for sharing with doctors. Doctor referral captures additional business. Reception staff can focus on in-person patients.

Workflow tip: For imaging reports (X-ray, ultrasound), include radiologist's finding summary in the message.
5

Lab Info Auto-Replies

Rule Starter+ $29

Automatically answer frequently asked questions about timings, test prices, preparation requirements, home collection areas.

TRIGGER: Message contains "timing" or "hours" or "open"
ACTION: Send lab hours + location
---
TRIGGER: Message contains "price" or "cost" or "rate"
ACTION: Send popular test prices
---
TRIGGER: Message contains "home" or "collection" or "pickup"
ACTION: Send home collection info + areas covered
---
TRIGGER: Message contains "fasting" or "preparation"
ACTION: Send test preparation guidelines
How it works: Instant answers to 80% of common questions. Popular test pricing covers most inquiries. Home collection info promotes higher-value service. Clear call-to-action (BOOK, PACKAGES) captures intent. Staff never types the same info repeatedly.

Workflow tip: Track which keywords trigger most often to identify what information patients need most.
6

Health Package Campaigns

Campaign Pro $99

Promote comprehensive health packages—better value for patients, higher average order value for you.

CAMPAIGN: Health Package Promotion
TARGET: All contacts who haven't tested in 6+ months
MESSAGE: Show 3 package tiers with value comparison
TIMING: 1st of every month at 10 AM
FOLLOW-UP: Day 3 to non-responders with limited-time bonus
THEN: Track conversion rate by package tier
How it works: Value comparison shows clear savings (£360 tests for Rs.2,499). Tiered packages suit different budgets. Test details show comprehensive coverage. Time-limited bonus (free home collection) drives urgency. Average order value increases 3x when patients choose packages vs single tests.

Workflow tip: Segment by age—youth packages focus on lifestyle tests, senior packages include cardiac and bone health.
7

Annual Checkup Reminders

Campaign Pro $99

Remind patients when their annual checkup is due—capture recurring preventive care revenue automatically.

CAMPAIGN: Annual Checkup Anniversary
TARGET: Contacts tagged "comprehensive-checkup"
TIMING: 365 days after last checkup date
MESSAGE: Remind + loyalty pricing + bonus test
DAY 7: Follow-up reminder if not booked
DAY 14: Final reminder with expiring offer
THEN: Track annual checkup retention rate
How it works: Anniversary reminder is perfectly timed. Reference to last checkup personalizes message. Loyalty pricing rewards return customers. Bonus test sweetens the deal. 45% of patients book within 14 days of reminder. Without automation, 80% of annual checkups are lost to competitors.

Workflow tip: Include a summary of their previous year's key results to show health tracking value.
8

Diabetic Monitoring Reminders

Campaign Business $470

Automatically remind diabetic patients about their quarterly HbA1c monitoring—keep chronic condition patients coming back.

CAMPAIGN: Diabetic Quarterly Monitoring
TARGET: Contacts tagged "diabetic"
TIMING: 90 days after last HbA1c test
MESSAGE: Previous result + monitoring panel offer
INCLUDE: Why 3-month intervals matter
FOLLOW-UP: Day 7 if not booked
TRACK: Diabetic patient adherence rate
How it works: Condition-specific messaging is highly relevant. Previous result reference personalizes. Medical rationale builds trust. Panel pricing increases average order value. Similar campaigns work for thyroid patients (6-month checks) and cardiac patients (cholesterol monitoring). Creates predictable recurring revenue.

Workflow tip: Tag patients by condition during their first test booking to enable automated follow-up campaigns.
9

Doctor Referral Updates

Rule Pro $99

Keep referring doctors updated on their patients' test reports—strengthen B2B relationships and get more referrals.

TRIGGER: Report ready + contact tagged "Dr-referred"
ACTION: Extract referring doctor contact from patient record
THEN: Send professional report summary to doctor
INCLUDE: Patient name, test, key findings, PDF link
THEN: Log doctor notification in system
MONTHLY: Send doctor summary of all patients referred
How it works: Proactive doctor updates show professionalism. Key findings save doctor's time reviewing full report. Secure link for complete documentation. Monthly referral summaries keep you top-of-mind. Doctors refer 40% more patients when they get automated updates vs no communication.

Workflow tip: Send doctors a monthly summary: "Dr. Williams, you referred 23 patients this month. Thank you for trusting us!"
10

Feedback & Review Collection

Sequence Starter+ $29

Collect feedback after report delivery—happy patients directed to Google reviews, unhappy ones to private resolution.

SEQUENCE: Feedback Collection
TRIGGER: 2 hours after report delivered
STEP 1: Ask for 1-5 star rating
IF 4-5 STARS: Direct to Google review link
IF 1-3 STARS: Ask what went wrong + notify manager
THEN: Log feedback in CRM
THEN: Tag "Feedback Given" to avoid repeat requests
MONTHLY: Analyze feedback trends
How it works: Timing is key—2 hours after report means experience is fresh but patient has seen results. Simple 1-5 scale reduces friction. Happy patients directed to public reviews (Google rating). Unhappy patients handled privately before they post negative reviews. Quality Manager gets real-time alerts for low ratings. 3-4 Google reviews per week compound over months.

Workflow tip: Only request reviews after smooth experiences—check that report was delivered on time and patient didn't complain.
CRM

Track Every Patient Journey

Manage your entire patient pipeline from first inquiry to loyal customer

New Inquiry
First contact
Booked
Appointment set
Consultation
First visit done
In Treatment
Active care
Follow-up
Post-care
Loyal Patient
Regular visitor

CRM Lite add-on: +$10/mo on Pro plan, included in Business

Capabilities

What You Can Achieve

Capability Starter
$29/mo		 Pro
$99/mo		 Business
$470/mo
24/7 test booking journey ✓ ✓ ✓
Fasting test reminders ✓ ✓ ✓
Home collection coordination ✓ ✓ ✓
Instant report delivery ✓ ✓ ✓
Lab info auto-replies ✓ ✓ ✓
Health package campaigns — ✓ ✓
Annual checkup reminders ✓ ✓ ✓
Condition-based follow-ups — — ✓
Doctor referral updates — ✓ ✓
Feedback & review collection ✓ ✓ ✓
Patient contacts Up to 500 Up to 5,000 Up to 25,000
Team members 2 5 15

Prices in USD. View pricing in your local currency →

RECOMMENDED FOR DIAGNOSTIC LABS

Pro Plan - $99/month

Prices in USD. View pricing in your local currency →

Ideal for diagnostic labs with home collection services and preventive health packages. Includes automated reminders, campaigns, and doctor referral tracking.

Up to 5,000 patients
5 team members
Home collection coordination
Health package campaigns
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Small single-location lab? Starter Plan ($29/mo) covers bookings, reminders, and report delivery. Multi-location chain with 10,000+ patients? Business Plan ($470/mo) includes condition-based monitoring and unlimited contacts.

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Join diagnostic labs using WhatsApp to automate bookings, deliver reports instantly, and grow repeat business.

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