SMS & WhatsApp automations for clinics
InteroCloud sends the right message to the right patient at the right time — automatically, by SMS and WhatsApp — so your team spends less time on the phone and your calendar stays full.
What are SMS & WhatsApp automations?
SMS & WhatsApp automations are pre-built messaging rules inside InteroCloud that trigger automatically based on events in your calendar — a new appointment, an upcoming visit, a completed treatment, or a patient's birthday. Once set up, they run on their own: no staff member has to remember to send a text or make a reminder call.
Why clinics automate patient messaging
Front-desk teams lose hours every week calling patients to confirm visits, chasing no-shows, and following up on treatment plans. Automating these touchpoints frees your staff for in-clinic work, keeps your schedule accurate in real time, and gives patients a fast, low-friction way to respond — most people find replying to a text or WhatsApp message far easier than answering a phone call.
The five automations
Appointment Confirmations
The moment a patient books, InteroCloud sends an automatic SMS or WhatsApp confirmation with the date, time, and clinic details. Patients get instant certainty their appointment is booked, and your front desk stops fielding "did my booking go through?" calls.
Appointment Reminders
One day before the visit, patients automatically receive a reminder message asking them to confirm attendance with a single tap. As soon as they confirm, the appointment status updates automatically in your calendar — no manual entry required.
This gives your team a clear, real-time view of exactly who has confirmed and who hasn't the day before each appointment, so you can act on unconfirmed slots while there's still time to fill them. Clinics use this automation to reduce no-shows, keep the schedule predictable, and protect chair time that would otherwise sit empty.
Checkup Reminders (Recall Messages)
InteroCloud can automatically message patients 1, 3, 6, or 12 months after their last visit, reminding them it's time for a checkup. These recall automations bring inactive patients back into your schedule, generate new appointments without any manual outreach, and directly support recurring revenue — all running quietly in the background once configured.
Feedback Requests
Thirty minutes after a visit ends, InteroCloud automatically sends the patient a short feedback request. They rate their experience from 1 to 5 stars and can leave a written review, all from their phone.
Every response feeds into your InteroCloud dashboard, where you can track satisfaction trends over time and spot service issues early — based on real patient data, not guesswork. Through the Google Reviews integration, positive feedback can be published automatically to your Google Business profile, strengthening your online reputation without any extra work from your team.
Birthday Messages
On each patient's birthday, InteroCloud automatically sends a personalized message. It's a small gesture that keeps your clinic top of mind, strengthens the patient relationship, and supports long-term loyalty and retention — with zero manual effort.
Automation benefits
Frequently asked questions
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