WhatsApp templatesWhatsApp templates

WhatsApp Templates for Clinics: 15 Ready-to-Use Messages

28 min read

In a clinic, WhatsApp is the channel where patients request appointments, check results, and wait for confirmations. But responding well to each message takes time, and if there is no system, you lose appointments, patients, and even prescriptions. This guide brings together 15 WhatsApp templates designed for clinics, from appointment reminders to welcoming a new patient. Each one is ready to copy, adapt, and send, and it will serve you both for day-to-day use and for planning communication campaigns.

Not all templates are used the same way: some are for sending automatically (like the appointment reminder), others for responding when the patient writes (like the confirmation), and several for specific campaigns (vaccination, annual check-up). Choose according to the moment of care: if the appointment is tomorrow, use the reminder; if the patient is coming for the first time, use the welcome; if there is a delay, use the notice. The important thing is that the message arrives clearly, with the patient's name and specific details, and that there is always a way for the person to respond if they need to change something.

What this guide includes

  • Appointment reminder: to notify 24 or 48 hours before the appointment.
  • Appointment confirmation: for the patient to confirm or cancel with a yes or no.
  • Appointment rescheduling: when the patient asks to change the date and you offer options.
  • Results available: to notify that the study is ready without giving details by message.
  • Preparation for a study: clear instructions on fasting or prior care.
  • Prescription ready for pickup: notice that the prescription is already at the reception.
  • Annual check-up reminder: campaign for patients who have not come for more than a year.
  • Vaccination campaign: to invite patients to a specific schedule.
  • Pending copayment notice: payment reminder without sounding pushy.
  • Care survey: to ask for feedback after the consultation.
  • Delay notice: if the doctor is running late, notify before the patient arrives.
  • Cancelled appointment: cancellation notice and offer to reschedule.
  • New patient welcome: first message with contact details and next steps.
  • Documentation request: to ask for studies or papers before the consultation.
  • Medication reminder: for patients with chronic treatments.

Appointment reminder

WhatsApp appointment reminders reduce no-shows and improve communication with your patients. Here we leave you a template you can copy and adapt, designed for clinics and practices.

Hello {{1}}, we remind you of your appointment at {{2}} on {{3}} at {{4}}. If you cannot attend, reply to this message or call us at {{5}} to reschedule. Thank you!

  • {{1}}: patient's name (e.g., Maria)
  • {{2}}: clinic or specialty name (e.g., Clinica San Martin, dental office)
  • {{3}}: appointment date (e.g., March 15)
  • {{4}}: appointment time (e.g., 10:30)
  • {{5}}: contact phone number to reschedule
  1. 1Copy the template and replace the variables {{1}}, {{2}}, etc. with each patient's data.
  2. 2In WhatsApp Business, go to Tools > Message Catalog and create a new message with this text (use the variables as custom fields).
  3. 3If you use Wando, load the template into the panel and the AI will use it automatically when appropriate, always with your prior approval.

Message variants

More formal: Dear {{1}}, we remind you of your appointment at {{2}} on {{3}} at {{4}}. If you have any issues, contact us at {{5}}. Best regards.

More casual: Hi {{1}}! 👋 We'll see you on {{3}} at {{4}} at {{2}}. If you can't make it, let us know here or at {{5}}. See you!

This type of message is transactional (utility category in the official WhatsApp API). It does not require prior opt-in from the patient, but the template does need to be approved by Meta. Approval can take up to 48 hours, so load it in advance.

Tip: send the reminder 24 or 48 hours before the appointment. If the patient confirms, you can use another confirmation template or simply reply.

Appointment confirmation

Tired of patients missing their appointments because they forgot? A clear WhatsApp confirmation reduces no-shows and gives your team peace of mind. Here's a ready-to-use template with variables so each message is personalized.

Hello {{1}}, we confirm your appointment at {{2}} for {{3}} at {{4}}. If you can't make it, let us know through this same chat so we can give it to someone else. We'll be waiting for you! 🩺

What goes in each variable

  • {{1}}: patient's name (e.g., 'María').
  • {{2}}: name of the clinic or specialty (e.g., 'Clínica San Martín').
  • {{3}}: appointment date (e.g., 'Monday, August 12').
  • {{4}}: appointment time (e.g., '15:30').

How to load it in WhatsApp Business

  1. 1Copy the message and replace the variables with the real data for each patient.
  2. 2In the WhatsApp Business app, save it as a template or use it from your quick replies.
  3. 3If you use Wando, load it in the template panel and the AI will automatically suggest it when appropriate, so your team just approves it with one click.

Message variants

More formal: 'Dear {{1}}, we remind you of your appointment at {{2}} on {{3}} at {{4}}. We appreciate you confirming your attendance or informing us of your cancellation in advance. Best regards.'

More casual: 'Hi {{1}}! 👋 We're writing to remind you of your appointment at {{2}} on {{3}} at {{4}}. If something comes up, let us know here. See you!'

This type of message is transactional (utility category) in the official WhatsApp API, so it doesn't require prior template approval like promotional messages do. However, Meta may take up to 48 hours to enable it, so upload it in advance.

Appointment Rescheduling

When a patient asks to reschedule an appointment, a quick and clear response avoids misunderstandings and shows that the clinic is on top of it. This template is to let them know their appointment has been moved, with the new day and time, and to ask for confirmation. It is a transactional message (utility category in the Meta API), so it doesn't need marketing opt-in, but the patient must have initiated the conversation or have a prior appointment.

Hello {{1}}, we are writing to you from {{2}} to reschedule your appointment. On {{3}} at {{4}} we won't be able to see you, so we offer you {{5}} at {{6}}. Does that work for you? If not, let us know what day works for you and we'll adjust it. Thank you for your patience!

  • {{1}}: patient's name (e.g., 'Maria')
  • {{2}}: clinic's name (e.g., 'Clinica San Martin')
  • {{3}}: original appointment date (e.g., 'Monday, August 12')
  • {{4}}: original appointment time (e.g., '10:30')
  • {{5}}: new proposed date (e.g., 'Wednesday, August 14')
  • {{6}}: new proposed time (e.g., '11:00')
  1. 1Copy the message and replace variables {{1}} to {{6}} with the patient's details and the new appointment.
  2. 2Send the message from WhatsApp Business (app or web) or from the Wando inbox, which connects to the official Meta API.
  3. 3If you use Wando, upload this template in the panel (templates section) and the AI will suggest it automatically when it detects a patient asking to reschedule. However, you always review and approve it before sending.

More formal variant: 'Dear {{1}}: we inform you that your appointment on {{3}} at {{4}} at {{2}} has been rescheduled. We propose {{5}} at {{6}}. We appreciate your confirmation if it is convenient. Best regards.'

More casual variant: 'Hi {{1}}! 👋 It's {{2}}. We had an issue with the appointment on {{3}} at {{4}}, so we moved you to {{5}} at {{6}}. Does that work? If you prefer another day, let us know and we'll sort it out. Thanks!'

Remember: in the official WhatsApp API, this type of transactional message falls under the utility category, and the template must be approved by Meta (it can take up to 48 hours). Do not use this text for promotions or offers. If the patient does not respond, you can send a reminder through another channel or call.

Notify results available

Notifying via WhatsApp that results are ready is quick, but if you do it one by one, it takes a lot of time. With this template, you can standardize the notification, save errors, and give your clinic a professional touch. You copy it, fill in the patient's details, and send it from WhatsApp Business or Wando.

Hello {{1}}, we are writing to you from {{2}} to let you know that your results for {{3}} are now available. You can come pick them up at our location or request that we send them to you through this channel. If you have any questions, reply to this message. Thank you for trusting us!

  • {{1}}: patient's name (e.g., Maria)
  • {{2}}: clinic's name (e.g., Centro Médico del Sol)
  • {{3}}: type of study or test (e.g., blood test, X-ray, ultrasound)
  1. 1Copy the template message and paste it into a text editor to replace the variables with the actual data.
  2. 2Open WhatsApp Business, create a new message, and paste the completed text.
  3. 3Send the message to the corresponding patient. If you use Wando, load the template in the panel, and the AI will automatically suggest it when a query related to results comes in.
  4. 4If the patient responds, reply with the additional information they need or transfer the conversation to the professional in charge.

This message is transactional (result notification), so it corresponds to the utility category in the WhatsApp API. It does not require marketing opt-in, but it is still good practice for the patient to have left their number to receive communications from the clinic.

More formal variant: "Dear {{1}}: we inform you that the results of {{3}} requested at {{2}} are now available. You may pick them up in person or request delivery through this channel. We remain at your disposal for any questions."

Closest variant: "Hi {{1}}! 👋 Your {{3}} results are ready at {{2}}. Drop by to pick them up whenever you want, or ask us to send them to you here. Anything you need, just write to us."

Remember: if you use the official WhatsApp API (like Wando does), template messages must be approved by Meta. For result notifications, the utility category is usually approved quickly, but it can take up to 48 hours. Plan ahead if you need to use a new template.

Preparation for a medical test

When a patient has to undergo a test, clear communication is key: avoid them arriving on an empty stomach when not needed, forgetting to bring something, or showing up without the right documentation. With this model message, you give all the info at once with a friendly tone.

Model message (fill in the {{numbers}}): "Hello {{1}}, we are writing to you from {{2}} to remind you that your {{3}} test is scheduled for {{4}} at {{5}}. To make sure everything goes well, please note: {{6}}. If you have any questions or need to reschedule, reply to this message or call us at {{7}}. We look forward to seeing you!"

  • {{1}}: patient's name (e.g., "Mary").
  • {{2}}: name of the clinic or medical center.
  • {{3}}: type of test (e.g., "abdominal ultrasound").
  • {{4}}: appointment date (e.g., "Friday, April 12").
  • {{5}}: appointment time (e.g., "9:30 hs").
  • {{6}}: specific instructions (e.g., "8-hour fasting, wear comfortable clothes, bring previous tests").
  • {{7}}: contact phone number (e.g., "11 5555 5555").
  1. 1Copy the model message and replace each {{number}} with the patient's actual data.
  2. 2In WhatsApp Business, use the template feature (catalog > templates) to save and reuse it; if you use the Meta API, upload it in the provider panel and wait for approval (up to 48 hours).
  3. 3In Wando, you load the template in the panel and the AI automatically suggests it when a related message arrives; the team approves it with one click before sending.

Formal variant: "Dear {{1}}, we remind you that your {{3}} test is scheduled for {{4}} at {{5}} at {{2}}. Please note: {{6}}. For any questions, contact us at {{7}}. Best regards."

Close variant: "¡Hola {{1}}! 👋 We're writing to you from {{2}} to remind you that on {{4}} at {{5}} we'll be waiting for you for your {{3}}. Don't forget to: {{6}}. If anything comes up, write to us here or call {{7}}. See you! 😊"

This type of message is transactional (appointment reminder), so in the official WhatsApp API it falls under the utility category, which requires a template approved by Meta. Approval time can be up to 48 hours and conversation costs vary by country; check Meta's official documentation for more detail.

Notice of prescription ready for pickup

When a prescription is ready, the last thing you want is to be chasing the patient by phone. With a clear and automatic WhatsApp message, you notify them right away and they decide when to come pick it up. Here's a template ready to copy and adapt.

Hello {{1}}, we're writing to you from {{2}} to let you know that your prescription is ready for pickup. You can stop by our location at {{3}} from {{4}} to {{5}}. If you have any questions, reply to this message. Thank you!

What goes in each variable

  • {{1}}: patient's name (e.g., 'María').
  • {{2}}: name of the clinic or office (e.g., 'Clínica Central').
  • {{3}}: address or pickup point (e.g., 'Av. Siempre Viva 742').
  • {{4}} and {{5}}: pickup hours (e.g., 'Monday to Friday' and '9:00 to 18:00').

How to upload this template

  1. 1Copy the template message and replace the variables with your clinic's real data.
  2. 2In WhatsApp Business, go to Message tools > Message templates and create a new one with this text (the {{1}}, {{2}}, etc. fields are loaded as variables).
  3. 3If you use Wando, upload it in the panel and the AI will use it automatically when it detects that a prescription is ready; you only approve it with a click.
  4. 4Send it manually or automatically depending on the case. In Meta's official API, this notice is of the utility category and is usually approved within up to 48 hours.

Message variations

More formal version: 'Dear {{1}}: we inform you that your prescription is available for pickup at {{2}} ({{3}}). Our business hours are from {{4}} to {{5}}. We remain at your disposal for any questions.'

More casual version: 'Hi {{1}}! 👋 Your prescription is ready at {{2}}. Stop by whenever you want at {{3}} (from {{4}} to {{5}}). If you need anything, write to us. We look forward to seeing you!'

Tips to make it work

  • Notify only when the prescription is actually ready, so you don't generate unnecessary trips.
  • If the patient doesn't pick it up within a few days, you can send a reminder (also with an approved template).
  • In Wando, the AI learns from your responses and can suggest replies to questions that come after the notice.

Note: In WhatsApp's official API, messages not initiated by the customer require a template approved by Meta. This notice is transactional (utility), so it doesn't need marketing opt-in, but it does need template approval. Approval times may vary, although the usual is up to 48 hours.

Annual check-up reminder

A patient getting their annual check-up is key for their health and for your clinic. But with a full schedule, it's easy for it to slip your mind. A well-crafted WhatsApp template helps you remind them without sounding pushy. Here's a sample message, with variables to personalize, that you can copy and use today.

Hello {{1}}, I'm {{2}} from {{3}}. We're writing to remind you that a year has passed since your last check-up. Would you like to schedule an appointment for your annual check-up? We have slots available on {{4}}. If you'd like, just reply to this message and we'll coordinate. Taking care of yourself is easy!

  • {{1}}: patient's name (e.g., 'Maria')
  • {{2}}: your name or the name of the professional signing (e.g., 'Dr. Perez')
  • {{3}}: clinic name (e.g., 'Clinica del Sol')
  • {{4}}: available times or days (e.g., 'Mondays and Wednesdays from 9:00 to 13:00')
  1. 1Copy the sample message and replace the variables {{1}}, {{2}}, {{3}}, and {{4}} with each patient's actual details.
  2. 2In WhatsApp Business, create a template with the 'utility' category (it's a reminder, not promotional) and wait for Meta's approval (it can take up to 48 hours).
  3. 3In Wando, you load the template into the panel and the AI automatically suggests it when appropriate, for example, if a patient hits one year since their last visit. You review it and send it with a click.

This message is transactional (a reminder), so it falls under the 'utility' category of the official WhatsApp API. You don't need prior opt-in to send it, but the patient must have messaged you before or accepted receiving communications. Conversation costs are set by Meta and vary by country; we recommend checking the official documentation.

More formal variant: 'Dear {{1}}, we remind you that a year has passed since your last check-up at {{3}}. We invite you to schedule your annual check-up. Please reply to this message or call {{5}} to arrange an appointment. Sincerely, {{2}}.'

More casual variant: 'Hi {{1}}! 👋 Did you know it's been a year since your last check-up? At {{3}} we want you to stay well. We have slots this week, would you like to come in? Reply to me and I'll find a time for you. We'll see you there!'

Important: don't promise the patient they'll get an immediate appointment if that's not the case. Always confirm real availability before sending. And if you use Wando, the AI learns from your responses and improves suggestions over time, becoming more accurate each time.

Vaccination Campaign

If you run a clinic or health center, you know that notifying about a vaccination campaign in time can make the difference between your patients taking care of themselves or missing their appointment. With this WhatsApp template, you'll be able to communicate the date, location, and requirements clearly and professionally, without sounding cold or robotic.

Hello {{1}}, we're writing to you from {{2}} to let you know that we've started our vaccination campaign against {{3}}. The doses are administered at {{4}} from {{5}} to {{6}}, from {{7}} to {{8}}. Requirements: {{9}}. To book your appointment, reply to this message or call {{10}}. We look forward to seeing you!

  • {{1}}: patient's name (e.g., Laura)
  • {{2}}: clinic's name (e.g., Clínica del Sol)
  • {{3}}: disease or vaccine (e.g., flu, COVID-19, yellow fever)
  • {{4}}: address or location (e.g., Av. Siempre Viva 123, office 5)
  • {{5}} and {{6}}: campaign start and end dates (e.g., 15/03 and 30/04)
  • {{7}} and {{8}}: business hours (e.g., 9:00 and 17:00)
  • {{9}}: requirements (e.g., bring ID, not be pregnant, have health insurance)
  • {{10}}: contact phone number (e.g., 11 5555 1234)
  1. 1Load the message in WhatsApp Business: go to Tools > Message Catalog > Create Template, choose the 'Marketing' category (because it's a promotion), and paste it with the variables {{1}}, {{2}}, etc.
  2. 2Wait for Meta's approval (it can take up to 48 hours). Meanwhile, prepare the list of contacts who have already given their opt-in (agreed to receive messages).
  3. 3Once approved, send the campaign from WhatsApp Business or from Wando: in the panel, load the template, select the contacts tagged as 'vaccination', and the AI will personalize each message with your patients' data.
  4. 4Respond to incoming inquiries: with Wando, the AI suggests responses based on your previous answers, and you approve them with a click.

More formal variant: 'Dear {{1}}: we inform you that {{2}} is starting its vaccination campaign against {{3}} starting on {{4}}. The vaccination will take place at {{5}}, from {{6}} to {{7}}. Please attend with {{8}}. To coordinate an appointment, contact {{9}}.'

More casual variant: 'Hi {{1}}! 👋 At {{2}} we now have the vaccine against {{3}}. Drop by {{4}} from {{5}} to {{6}}, between {{7}} and {{8}}. Don't forget to {{9}}. If you want, we can save you a spot—just reply to this message.'

Note: since this is a promotional campaign, in the official WhatsApp API you need Meta to approve the template (marketing category) and your contacts to have given prior consent. Conversation prices are set by Meta and vary by country, so check their official documentation to avoid surprises.

💡 Tip: if your patients have already written to you before asking about vaccines, that's a good sign they might give you the opt-in. Take the opportunity to ask for their permission at that moment and build a segmented list.

Pending copayment notice

Has it happened that a patient forgets to pay the copayment after the consultation or the study? With this WhatsApp message you remind them clearly and professionally, without sounding pushy. It's a transactional template (utility category), so it doesn't need marketing opt-in: you can send it to those who have already written to you or have an appointment.

Hello {{1}}, we're writing to you from {{2}} to remind you that you have a pending copayment of {{3}} for {{4}}. You can pay it via {{5}} or at our reception. If you've already paid, ignore this message. Thank you!

  • {{1}}: patient's name.
  • {{2}}: name of the clinic or medical center.
  • {{3}}: exact copayment amount (e.g., $15,000).
  • {{4}}: concept (consultation, study, procedure).
  • {{5}}: available payment method (Mercado Pago, bank transfer, etc.).
  1. 1Copy the message and replace each {{variable}} with the patient's actual data.
  2. 2In WhatsApp Business: use the template function (if you have the app) or send the message directly from a chat. If you use Meta's official API, upload it as a utility template and wait for approval (it may take up to 48 hours).
  3. 3In Wando: you upload the template in the panel, the AI learns it and automatically suggests it when it detects a pending copayment. You review it and send it with one click.

More formal variant: "Dear {{1}}, we remind you that {{2}} has a pending balance of {{3}} for {{4}}. To pay, you can use {{5}} or come to our reception. If you have already made the payment, please disregard this message. Thank you very much."

Warmer variant: "Hello {{1}}! 👋 We're writing to you from {{2}} to let you know there's a copayment of {{3}} for {{4}} remaining. You can pay it via {{5}} or at the counter. If you've already paid, don't worry about this message 😉 Thanks!"

Important: this type of message is transactional (utility), so it does not require marketing opt-in, but it must include a way for the patient to cancel or notify if they already paid. In Wando, the AI learns from your responses and can suggest this reminder at the right time, with the tone your team approves. Try the free 14-day trial without a card at wando.online.

Service Survey

Service doesn't end when the patient leaves the office. A WhatsApp satisfaction survey helps you know how their experience was, detect issues, and improve your service. Here's a ready-to-copy template designed for clinics and practices.

Hello {{1}}, at {{2}} we want to improve every day. Could you spare a minute to tell us how your care was on {{3}}? Your opinion is very valuable. Thank you for trusting us!

  • {{1}}: patient's name (e.g., María).
  • {{2}}: name of the clinic or practice (e.g., Clínica San Martín).
  • {{3}}: date of the appointment or visit (e.g., 12 May).
  1. 1Copy the template and replace the variables {{1}}, {{2}}, and {{3}} with each patient's details.
  2. 2If you use WhatsApp Business, upload it in the templates section (requires Meta approval, up to 48 hours).
  3. 3If you use Wando, you upload it to the panel and the AI will use it on its own when appropriate, without you having to keep an eye on it.

More formal version: "Dear {{1}}, at {{2}} we value your opinion. We would appreciate it if you could complete a brief survey about your care on {{3}}. Your response helps us improve."

More casual version: "Hi {{1}}! 👋 It's {{2}} here. How did it go on {{3}}? We'd love to hear your opinion to improve. It takes less than a minute!"

Important: this message is of utility type (transactional) because it relates to a service the patient has already received. In Meta's official WhatsApp API, utility templates are usually approved faster than marketing ones, but they can still take up to 48 hours. Make sure the patient has opted in to receive messages from you.

Would you like the survey to be sent automatically after each appointment? With Wando you can configure the template and the AI uses it at the right moment, without you having to remember. Try it free for 14 days.

Delay notice in care

When a patient arrives on time and care is delayed, the worst thing you can do is leave them waiting without an explanation. A simple notice message reduces anxiety, avoids complaints, and shows that your clinic is serious. Here we leave you a template ready to copy and adapt.

Hello {{1}}, we are writing to you from {{2}} to let you know that today's care is delayed by approximately {{3}} minutes. We apologize for the wait. If you prefer to reschedule, reply to this message and we will help you. Thank you for your patience!

  • {{1}}: patient's name (e.g., Maria)
  • {{2}}: clinic or office name (e.g., Clinica San Martin)
  • {{3}}: estimated delay time in minutes (e.g., 20)
  1. 1Copy the message and replace the variables {{1}}, {{2}}, and {{3}} with the real data.
  2. 2If you use WhatsApp Business, save it as a template in 'Tools > Message templates' or send it directly from the chat.
  3. 3If you use Wando, upload this template to the panel and the AI will suggest it automatically when the context requires it (for example, if a patient writes 'how much longer?').

Variants according to tone

More formal version: "Dear {{1}}, we inform you that at {{2}} today's service is experiencing a delay of approximately {{3}} minutes. We apologize for the inconvenience and thank you for your understanding. If you wish to reschedule, please reply to this message."

More casual version: "Hi {{1}}! 👋 We're letting you know that at {{2}} we're running about {{3}} minutes late. Sorry! If you can't wait, write to us and we'll reschedule you without a problem."

This type of message is transactional (service notification), so in the official WhatsApp API it corresponds to the "utility" category and does not require patient opt-in, but it does require a template approved by Meta (approval can take up to 48 hours).

Extra tip: if the delay is very long, always offer the option to reschedule. That reduces frustration and lets you recover the appointment at another time.

Cancelled appointment notification

Cancelling an appointment is uncomfortable, but if you notify in advance and clearly, the patient takes it well and it saves you an unfilled slot. With the official WhatsApp API you can send an automatic and neat message, without sounding like a robot. Here's a ready-to-copy template with variables to personalize.

Hello {{1}}, we're writing to you from {{2}} to let you know that the appointment on {{3}} at {{4}} has been cancelled. We apologize for the inconvenience. If you'd like, you can reschedule from this link: {{5}}. Thank you for your understanding!

  • {{1}}: patient's name (e.g., 'Maria').
  • {{2}}: clinic or professional's name (e.g., 'Clinica San Martin').
  • {{3}}: date of the cancelled appointment (e.g., 'May 15').
  • {{4}}: appointment time (e.g., '10:30').
  • {{5}}: rescheduling link (if you use an online calendar) or contact phone number.

How to load this template in WhatsApp Business

  1. 1Go to WhatsApp Business > Tools > Template Catalog (or 'Message Templates' depending on the version).
  2. 2Create a new template with the 'Utility' category (it's a transactional notice, not promotional).
  3. 3Paste the text with the variables {{1}}, {{2}}, etc., and mark each one as a 'variable'.
  4. 4Submit it for Meta review. Approval can take up to 48 hours.
  5. 5Once approved, use it from the app or, if you use Wando, load it in the panel and the AI will use it automatically when appropriate.

More formal variant: 'Dear {{1}}: we inform you that your appointment on {{3}} at {{4}} has been canceled. To reschedule, contact us at {{5}}. We apologize for the inconvenience.'

More friendly variant: 'Hi {{1}}! 😊 We're letting you know that the appointment on {{3}} at {{4}} was canceled. Don't worry, you can choose another day here: {{5}}. Thanks!'

Important: this message is transactional (utility category), so it doesn't require marketing opt-in. But note: Meta's conversation prices vary by country; check the official documentation to know how much each conversation initiated by the patient costs you.

Frequently asked questions

Welcome to new patient

When a new patient schedules their first appointment, the first impression defines trust. A clear and warm WhatsApp welcome message helps them arrive with all the information and feel accompanied from the very first minute. Here we leave you a ready-to-copy template with variables for personalization.

Hello {{1}}, welcome to {{2}}! 😊 We want to let you know that your first appointment is scheduled for {{3}} at {{4}}. Please arrive 10 minutes early with your ID, and if you have previous medical records, bring them so the professional can review them. If you need to reschedule or have any questions, reply to this message and we'll help you. We look forward to seeing you!

  • {{1}}: patient's name (e.g., 'Maria').
  • {{2}}: clinic or professional's name (e.g., 'Clinica San Martin').
  • {{3}}: appointment date (e.g., 'Monday, May 12').
  • {{4}}: appointment time (e.g., '10:30').
  1. 1Copy the template and replace the variables {{1}}, {{2}}, {{3}}, and {{4}} with the patient's details.
  2. 2Send the message from WhatsApp Business (or from the Wando inbox, where the AI suggests it automatically when a new patient arrives).
  3. 3If you use Wando, upload the template to the panel and the AI will use it on its own when appropriate, always with your prior approval.

Message variations

More formal version: 'Dear {{1}}, welcome to {{2}}. We remind you that your appointment has been scheduled for {{3}} at {{4}}. Please arrive 10 minutes early with your ID and previous medical records if you have them. If you have any questions, reply to this message. Best regards.'

More casual version: 'Hi {{1}}! 👋 This is {{2}} welcoming you. Your appointment is on {{3}} at {{4}}. Take your time, but arrive 10 minutes early so we can greet you with a coffee ☕. If anything comes up, write to us here. See you soon!'

Important about WhatsApp templates

This message is transactional (appointment reminder), so in the official WhatsApp API it corresponds to the 'utility' category. Utility templates usually get approved faster than marketing ones, but Meta can take up to 48 hours to approve them. Also, the patient must have opted in to receive messages. In Wando, you upload the template and the AI uses it when appropriate, always with your OK.

Request the documentation before the appointment

Tired of chasing patients to send their tests or forms before their appointment? With a well-crafted WhatsApp template, you remind them what you need and avoid back-and-forth. Here we leave you a model message that you can copy, paste, and adapt.

Hello {{1}}, we are writing to you from {{2}} to remind you that your appointment on {{3}} at {{4}} requires you to have the following documentation ready: {{5}}. Please send it to us through this chat before your appointment. If you have any questions, reply to this message. Thank you!

What goes in each variable

  • {{1}}: patient's first name (e.g., 'Maria').
  • {{2}}: name of the clinic or professional (e.g., 'Sonrisa Dental Clinic').
  • {{3}}: appointment date (e.g., 'Monday, August 12').
  • {{4}}: appointment time (e.g., '10:30').
  • {{5}}: list of documents or tests (e.g., 'panoramic X-ray, completed admission form, and ID').

How to upload it in WhatsApp Business

  1. 1Open WhatsApp Business and go to the 'Message templates' section.
  2. 2Choose 'Create template' and select the 'Utility' category (it's a transactional notice, not marketing).
  3. 3Paste the message with the variables {{1}}, {{2}}, etc., and save it.
  4. 4Send it to Meta for approval: it can take up to 48 hours.
  5. 5Once approved, you can use it from the chat or schedule sends. In Wando, you upload it in the panel and the AI uses it automatically when appropriate, without you having to copy and paste every time.

More formal variant: 'Dear {{1}}: we remind you that your appointment at {{2}} is scheduled for {{3}} at {{4}}. For optimal care, we kindly ask you to send the following documentation before the appointment: {{5}}. We remain at your disposal for any questions. Best regards.'

Closest variant: 'Hello {{1}}! 👋 We're expecting you on {{3}} at {{4}} at {{2}}. To make everything go quickly, could you send us {{5}} here? If anything, just give me a shout. Thanks!'

Note: this message is transactional (documentation reminder), so it falls under the 'utility' category of the WhatsApp API. It doesn't require additional opt-in if they've already written to you before, but Meta's conversation prices vary by country: check the official documentation to avoid surprises.

Medication reminder

A patient forgetting to take their medication can ruin a treatment. A WhatsApp reminder is simple, direct, and much more effective than a call that nobody answers. Here's a ready-to-copy template, with variables to personalize in seconds.

Hello {{1}}, we're writing to you from {{2}} to remind you to take {{3}} at {{4}}. If you've already done it, ignore this message. If you have questions about the dose or the schedule, reply to this message and we'll help you. Have a great day!

What goes in each variable

  • {{1}}: patient's name (e.g., 'María')
  • {{2}}: clinic or doctor's name (e.g., 'Clínica del Sol')
  • {{3}}: medication name (e.g., 'amoxicillin 500 mg')
  • {{4}}: exact time they need to take it (e.g., '14:00')

How to load it in WhatsApp Business

  1. 1Copy the message and replace the variables with test data (e.g., 'Juan', 'Test Clinic', 'ibuprofen', '10:00').
  2. 2In WhatsApp Business, go to Tools > Messages > Create template, choose the 'Utility' category, and paste the text.
  3. 3Submit it for Meta's review. Approval can take up to 48 hours.
  4. 4Once approved, use it to send manual reminders or automate sending from your system.
  5. 5If you use Wando, you load it once in the panel and the AI automatically suggests it when a patient asks for information about their medication.

Message variants

More formal: 'Dear {{1}}: we remind you that you should take {{3}} at {{4}}, as indicated by {{2}}. If you have already done so, please ignore this message. If you have any questions, reply to this chat.'

More casual: 'Hi {{1}}! 👋 We remind you that today at {{4}} you need to take {{3}}. If you already took it, great, do nothing. If you have any questions, write to us here. A big hug from {{2}}!'

Note: This is a transactional message (category 'Utility'), so it does not require prior opt-in from the patient, but it must be approved by Meta. Do not use it to promote services, because that falls into another category and the rules change.

With Wando, you not only have the template: the AI learns from your real responses and suggests it at the right moment, without you having to build complicated flows. Try it free for 14 days without a card.

These 15 templates cover the complete care cycle in a clinic: from when the patient books an appointment to when they return for the annual check-up. You don't need to use them all every day, but having them on hand saves you time and prevents oversights. You can copy them, adapt them with your clinic's name and the patient's details, and if you want to automate sending, tools like Wando allow you to schedule templates and have the AI help you draft responses, always with your team's approval. The important thing is that the message arrives clearly, respectfully, and on time.

Frequently asked questions

When is the best time to send the appointment reminder?+

Ideally between 24 and 48 hours before the appointment. If the appointment is in the morning, send it the day before in the mid-afternoon; if it's in the afternoon, you can send it the same morning. This gives the patient time to confirm or let you know if they can't make it.

Can I send test results via WhatsApp?+

It depends on your clinic's policy and your country's health regulations. The safest approach is to notify that results are ready and ask the patient to come pick them up or schedule a consultation to review them. Don't send sensitive data by message without confirming the number belongs to the patient.

What do I do if the patient doesn't respond to the appointment confirmation?+

If they don't respond within 24 hours, you can try a second message or a phone call. If the appointment is the next day and they haven't confirmed, they likely won't show up. In that case, offer to reschedule and free up the slot for another patient.

Do these templates work for WhatsApp Business or the official API?+

They work for both. In WhatsApp Business you can copy and paste them manually or use quick replies. If you use the official Meta API (through Wando or another tool), you can send them as pre-approved templates, with automatic reminders and segmented campaigns.

Is it legal to send vaccination or annual check-up campaigns via WhatsApp?+

Yes, as long as the patient has given their consent to receive communications. The right thing to do is to let them know in the first contact (for example, in the welcome message) that you'll be sending reminders and that they have the option to opt out. In the Meta API, campaign templates go through an approval process that verifies the content is clear and not spam.

How do I handle the delay notice without making the patient angry?+

Notify as soon as you know about the delay, ideally before the appointment time. Use an honest tone and offer options: wait, reschedule, or be seen by another professional if possible. Transparency generates more patience than surprise in the waiting room.

Can I use these templates to collect copays via Mercado Pago?+

Yes, if your clinic uses Mercado Pago, you can include a payment link in the pending copay message. Just make sure the link is secure and the patient knows it's a legitimate charge. In Wando, for example, you can connect Mercado Pago and send the payment link within the conversation.

How long does it take for a reminder template to be approved on WhatsApp?+

Template approval in the official Meta API can take up to 48 hours. Load it in advance to avoid setbacks.

Do I need the patient's consent to send them a reminder?+

No, appointment reminders are transactional messages (utility category) and don't require prior opt-in, unlike promotional messages.

Can I use this template in Wando?+

Yes, in Wando you can load the template into the panel and the AI will use it to suggest responses or send reminders, always with your approval. Additionally, the AI learns from your responses to improve.

Does this template need Meta approval?+

No, because it's a transactional message (utility) that confirms an already scheduled appointment. However, when loading it into the official WhatsApp API, Meta may take up to 48 hours to enable it, so it's recommended to do it in advance.

Can I use it for automatic reminders?+

Yes, the same template works as a reminder: change the verb and it becomes 'we remind you of your appointment.' In Wando, the AI can suggest it automatically when it detects the appointment is approaching, and your team approves it with a click.

What happens if the patient doesn't respond?+

It's fine: the confirmation is sent anyway. If you want, you can set up an additional reminder a day before or a few hours before, always with your team's approval.

Do I need Meta to approve the template for rescheduling appointments?+

Yes, in the official WhatsApp API, transactional messages like this one are in the utility category and require a Meta-approved template. Approval can take up to 48 hours. In Wando, you load the template into the panel and the AI suggests it when appropriate, but always with your approval before sending.

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