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Lead Notifi · Healthcare Clinics & Hospitals
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Post-Visit Follow-up & Recovery Check-in Bot for Healthcare

A few days after a consultation, the bot checks in automatically — "better," "same," or "worse" each lead somewhere genuinely different, so a patient getting worse reaches an on-call doctor immediately instead of waiting in a generic queue.

Option 1

Build it as a Manual Bot

A TemplateTrigger fires automatically after a visit is marked complete, then a three-way Quick Reply split routes patients into a feedback capture (Better), a timed second check-in (Same), or urgent on-call routing (Worse) — all three reconverge at tagging and a closing message.

1.LogicTrigger3 days after a consultation is marked complete (CRM tag "visited")
2.CommunicationQuick ReplyHi! How are you feeling since your visit? — branches into 3 paths: Better / Same / Worse
3.LogicSet Tagpost-visit-followup-done
4.CommunicationQuick ReplyThank you for the update! Take care, and don't hesitate to reach out if anything changes.

START

Trigger

Fires On (Required)

3 days after a consultation is marked complete (CRM tag "visited")

66/200

Quick Reply

Body Text (Required)

Hi! How are you feeling since your visit?

41/1024

Buttons (Max 3)

Better

6/20

Same

4/20

Worse

5/20

IF BETTER

Text Input

Prompt (Required)

Great to hear! Any feedback for Dr. {{doctor_name}}?

52/1024

Variable Name (Required)

feedback

8/200

Set Tag

Tag (Required)

recovered

9/60

IF SAME

Wait

Wait Duration (Required)

2 more days

11/60

Template

Template Name (Required)

check_in_reminder

17/100

IF WORSE

Team Assignment

Assign To (Required)

On-Call Doctor

14/100

Quick Reply

Body Text (Required)

We're sorry to hear that — an on-call doctor has been notified and will reach out to you shortly.

97/1024

Set Tag

Tag (Required)

post-visit-followup-done

24/60

Quick Reply

Body Text (Required)

Thank you for the update! Take care, and don't hesitate to reach out if anything changes.

89/1024

Advanced settings

Option 2

Build it as an AI Agent Bot

The assistant reads how a patient describes their recovery directly, rather than needing a button tap, and can escalate to a real doctor mid-conversation the moment something sounds concerning.

H

Healthcare Clinics & Hospitals

Online
Hi Rahul, checking in — how have you been feeling since your visit with Dr. Sharma on Monday?10:00 AM
mostly ok, fever went down but I still have a bit of a cough10:00 AM
That's good progress on the fever. How's the cough — dry, or bringing anything up?10:00 AM
dry mostly, worse at night10:00 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: fast, consistent check-in across every recent patient, but a "Better" tap that's actually hiding a new concern (like the chest discomfort above) never surfaces — the flow only asks for feedback once "Better" is selected.
AI agent: keeps probing gently even after a generally positive update, catching a detail worth escalating that a fixed flow would have missed entirely.
Best fit here: manual bot for scaling routine check-ins across every patient at low cost; AI agent for post-surgical or higher-risk patients where catching a subtle new symptom during follow-up genuinely matters.

Frequently asked questions

How does the clinic know when to trigger the follow-up check-in?+
A TemplateTrigger fires a fixed time (3 days here) after a visit is marked complete via a CRM tag, so only patients who actually had a recent visit receive it.
What happens if a patient says they're feeling worse?+
They're routed immediately to the On-Call Doctor via a Team Assignment node and sent a template confirming a callback is scheduled — not left in a generic queue.
Can the "Same" check-in repeat more than once?+
Yes — the Wait node's duration and the reminder template it sends can be chained into a short sequence (e.g. 2 days, then another 2 days) rather than a single follow-up.
Does the AI agent version replace the doctor during follow-up?+
No — it handles the conversational check-in and can escalate concerning details to a real doctor, but any actual medical decision still comes from a clinician, not the assistant.

Build this bot for your business

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

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