Lead Notifi Logo
Lead Notifi
PricingLoginSignupStart Free Trial
← All bot use cases
Lead Notifi · Diagnostic Labs & Pathology
WhatsappInstagramMessenger

Annual Checkup Reminder Bot for Diagnostic Labs

A year after a full body checkup, the bot checks in automatically — "book now," "remind me later," or "not interested" each lead somewhere genuinely different, so the lab keeps annual-checkup patients coming back without a single manual call.

Option 1

Build it as a Manual Bot

A TemplateTrigger fires automatically off the CRM's last-checkup date, then a three-way Quick Reply split routes patients into direct booking, a timed nudge, or a soft decline capture — all three reconverge at tagging and a closing message.

1.LogicTrigger1 year after the last full body checkup (CRM date field)
2.CommunicationQuick Reply — branches into 3 paths: Book Now / Remind Later / Not Interested
3.LogicSet Tagannual-checkup-followup-done
4.CommunicationQuick Reply

START

Trigger

Fires On (Required)

1 year after the last full body checkup (CRM date field)

56/200

Quick Reply

Header (Optional)

Image

OR

Paste image URL…

Body Text (Required)

It's been a year since your last full checkup! Would you like to book one?

74/1024

Buttons (Max 3)

Book Now

8/20

Remind Later

12/20

Not Interested

14/20

IF BOOK NOW

Date Input

Prompt (Required)

Preferred date? (DD/MM)

23/1024

Time Input

Prompt (Required)

Preferred time slot?

20/1024

IF REMIND LATER

Wait

Wait Duration (Required)

1 month

7/60

Template

Template Name (Required)

annual_checkup_second_nudge

27/100

IF NOT INTERESTED

Text Input

Prompt (Required)

No worries — mind sharing why? It helps us improve.

51/1024

Set Tag

Tag (Required)

declined-annual-checkup

23/60

Set Tag

Tag (Required)

annual-checkup-followup-done

28/60

Quick Reply

Header (Optional)

Image

OR

Paste image URL…

Body Text (Required)

Thanks for the update! Take care of your health. 🧪

51/1024

Advanced settings

Option 2

Build it as an AI Agent Bot

The assistant reads hesitation directly from how a patient responds and can address real concerns (cost, time, results from last year) in the same conversation instead of a patient just declining and disappearing.

D

Diagnostic Labs & Pathology

Online
Hi Vikram! It's been a year since your last full body checkup — want to book your next one?10:00 AM
was thinking about it, but last time it was pretty expensive10:00 AM
Understandable — last year you did the comprehensive package at ₹2,499. There's also a mid-tier package at ₹1,499 that covers most of the same core markers, just skips a couple of the specialty panels. Want details?10:00 AM
yeah what does it skip10:00 AM

Unlike the manual bot above, this isn't one node in a flow — it's a separate AI assistant mode that takes over the entire conversation and replies in natural language until it's switched off.

Which fits this use case?

Manual bot: consistent, low-cost recall outreach across every overdue patient, but "Not Interested" ends the conversation with just one soft feedback question — a patient hesitating over cost never gets shown a cheaper alternative or a reason to stick with the full package.
AI agent: pulls up the patient's own history (last year's low vitamin D) to make a genuinely useful recommendation between package tiers — something a fixed three-button flow has no way to do.
Best fit here: manual bot for scaling annual reminders across the entire patient base at near-zero cost; AI agent for patients who've hesitated once, where a personalized nudge based on their own past results might convert them.

Frequently asked questions

How does the lab know when a patient is due for their annual checkup?+
A TemplateTrigger fires a fixed time (1 year here) after the last full body checkup date stored in the CRM, so only patients who are actually due receive the reminder.
Can "Remind Later" repeat more than once?+
Yes — the Wait node's duration and the nudge template can be chained into a short sequence (e.g. 1 month, then another month) rather than nudging indefinitely.
Does the AI agent version know a patient's past test results?+
Yes — it can reference values from previous reports (like a low vitamin D result) to make a more relevant recommendation, which is exactly why it works well for hesitant, previously-declined patients.
Is this available on Instagram and Messenger too?+
Yes — the same TemplateTrigger → Quick Reply branching model runs identically on WhatsApp, Instagram DMs and Messenger.

Build this bot for your business

Set up either version — manual flow or AI agent — in minutes, on WhatsApp, Instagram or Messenger.

Start Free Trial →

Ready to get started?

Book a personalized 1:1 demo with our team or sign up for a free 14-day trial.
Start TrialBook a Demo
Product
Marketing SoftwareAutomation PlatformChatbot BuilderLead NurturingCRM AutomationAll Solutions
Solutions
Real EstateE-commerceEducationHealthcareRestaurantsClothing & Fashion
Compare
WATI AlternativeAiSensy AlternativeInterakt AlternativeGallabox AlternativeDoubleTick AlternativeView All Comparisons →
Resources
Fix: Error 131047Send Template via APIWhatsApp for Real EstateAll Articles →
Company
LoginSignupPricingPrivacy PolicyArticles
Partners
White Label APIReferral ProgramAgency Solution
Contact Us
[email protected]+91 8690061982WhatsApp Support

© 2026 Lead Notifi. All rights reserved. |Privacy Policy

Lead Notifi