Streamline your clinic's operations with a fully automated patient communication system. This workflow manages the enti…
Streamline your clinic's operations with a fully automated patient communication system. This workflow manages the entire appointment lifecycle—from automated morning reminders to real-time confirmations and self-service rescheduling—all through WhatsApp using WATI and Google Sheets. 🎯 What This Workflow Does Turns WhatsApp into a 24/7 automated medical receptionist: 📝 Automated Reminder Dispatch A scheduled trigger runs daily at 9 AM to identify upcoming appointments and send personalized WhatsApp reminders. 🚦 Smart Patient Routing A Switch node detects patient replies and triggers the correct operational path: confirm: Marks the appointment as confirmed in the database. cancel: Updates the status to cancelled and alerts the clinic. reschedule: Initiates the automated slot-selection flow. myappointment: Provides the patient with their full booking history. 👁️ Self-Service Rescheduling The bot reads available time slots from Google Sheets, presents them as a numbered list, and handles the booking update automatically once a patient picks a slot. 📊 Live Database Synchronization Every action—confirmation, cancellation, or time change—is instantly updated in Google Sheets, ensuring the clinic staff always sees the latest status. ✨ Key Features Morning "Pulse" Check:** Automatically filters today’s and tomorrow’s appointments to ensure high attendance rates. Slot Memory:** Uses a "Reschedule Session" tab to maintain chat context, allowing patients to simply type slot 2 to rebook. Visual Appointment Cards:** Sends patients a clean summary of their upcoming and past visits with status emojis (✅, ⏳, 🔁). Admin Alerting (Optional):** Built-in logic to notify doctors or administrators via WhatsApp for any schedule changes. Zero-Friction Updates:** Patients manage their bookings without downloading an app or calling the front desk. 💼 Perfect For Medical Clinics:** Reducing "no-shows" with automated 24-hour reminders. Dental Practices:** Allowing patients to easily reschedule cleanings via chat. Wellness & Spas:** Managing therapist availability and booking confirmations. Professional Services:** Automating client reminders for consultations or coaching sessions. 🔧 What You'll Need Required Integrations WATI** – To trigger reminders and receive patient responses. Google Sheets** – To serve as the master database for appointments and available slots. Optional Customizations Google Calendar Sync:** Although current logic is Sheets-based, you can add nodes to sync these updates to a visual doctor's calendar. AI Triage:** Add an OpenAI node to understand patient questions that fall outside of standard commands. 🚀 Quick Start Import Template – Copy the JSON and import it into your n8n instance. Set Credentials – Connect your WATI and Google Sheets accounts. Configure Sheets – Ensure your Google Sheet has three tabs: Appointments: appointmentId, phone, patientName, doctorName, appointmentDate, appointmentTime, clinicName, status AvailableSlots: slotId, date, time, doctorName, status RescheduleSessions: phone, slotsData, createdAt Test the Flow – Add a test row to your sheet and manually trigger the 9 AM node. Simulate a Reply – Reply confirm or reschedule to your WATI number to see the database update live. 🎨 Customization Options Urgency Tags:** The workflow automatically flags appointments happening TODAY in red for higher visibility. Doctor Specificity:** Filter slot availability by specific doctor names if your clinic has multiple practitioners. Flexible Matching:** Uses phone number matching to ensure patients only see and edit their own private records. 📈 Expected Results 30–50% reduction in appointment "no-shows" through proactive reminders. Faster re-booking: Cancellations are instantly replaced by rescheduling requests. Staff efficiency: Front desk spends less time on the phone and more time on patient care. Accurate records: Eliminates manual data entry errors by having the patient confirm their own status. 🏆 Use Cases High-Volume Clinics A multi-doctor clinic sends 100+ reminders every morning; patients confirm via chat, and the staff arrives to a perfectly updated "Confirmed" list in Sheets. Out-of-Hours Rebooking A patient realizes at 10 PM they can’t make it; they type reschedule and pick a new time for next week without waiting for the clinic to open. Booking Verification A patient forgets their visit time and simply types myappointment to receive an instant digital summary card. 💡 Pro Tips International Formats:** Always ensure phone numbers in your Sheets include the country code for reliable WATI delivery. Slot Maintenance:** Keep your AvailableSlots tab updated with future dates to ensure the bot always has options to offer. Status Check:** If the bot doesn't respond, ensure the WATI Trigger node is active and the webhook URL is correctly registered in your WATI dashboard. Ready to automate your clinic's schedule? Import this template and connect your Google Sheets to start reducing no-shows today!. An n8n automation workflow template by Jitesh Dugar.
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