Send Medical Test Reports (PDF) to Patients on WhatsApp Using Pabbly Connect

Learn how to automate sending medical test reports to patients on WhatsApp using Pabbly Connect, Google Sheets, and Google Docs in this detailed tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start sending medical test reports to patients via WhatsApp, the first step is accessing Pabbly Connect. This platform enables seamless integration between various applications like Google Sheets, Google Docs, and WhatsApp.

Open your browser and navigate to Pabbly Connect. After signing up or logging in, you will be directed to the dashboard where you can create a workflow. Click on the ‘Create Workflow’ button and name your workflow appropriately, such as ‘Google Sheets to Medical Reports on WhatsApp.’ This will set the stage for the automation process.

2. Connecting Google Sheets to Pabbly Connect

The next step involves connecting Google Sheets to Pabbly Connect using a webhook URL. This allows Pabbly to gather data from your patient list stored in Google Sheets.

• Open your Google Sheet containing patient data.
• Navigate to Extensions > Add-ons > Get Add-ons and search for Pabbly Webhooks.
• Install the add-on and refresh your Google Sheet.
• Go to Extensions > Pabbly Connect Webhooks > Initial Setup and paste the webhook URL from Pabbly Connect.

After setting up the webhook, make sure to specify the trigger column, which is the last data entry column in your Google Sheet. This allows Pabbly Connect to detect updates and send the data accordingly.

3. Creating Medical Reports in Google Docs

Once the data is captured in Pabbly Connect, the next step is to create medical reports using Google Docs. This is done by sending the data to Google Docs for creating a report from a pre-defined template.

In Pabbly Connect, click on the plus icon to add a new action. Choose Google Docs and select the action event as ‘Create Document from Template.’ Connect your Google Docs account and select the report template you wish to use.

• Map the patient details from Google Sheets to the respective fields in the template.
• Ensure to include dynamic fields like patient name, age, and test results to personalize the report.
• Save the document in your Google Drive for easy access.

This integration allows for automatic report generation without manual intervention, streamlining the process significantly.

4. Sharing Reports on Google Drive

After generating the medical report, the next step is to save and share it on Google Drive using Pabbly Connect. This ensures that the report is accessible to patients through a shareable link.

In Pabbly Connect, add another action and select Google Drive. Choose the action event as ‘Share a File with Anyone.’ Connect your Google Drive account and select the file ID of the newly created report.

Authorize Pabbly Connect to access your Google Drive files. Map the file ID of the report to share it with patients. Ensure the sharing settings allow anyone with the link to access the report.

This step is crucial for enabling patients to download their reports directly from WhatsApp.

5. Sending Reports to Patients on WhatsApp

The final step is to send the medical reports to patients via WhatsApp using Pabbly Connect. This is achieved by integrating with a messaging service that supports WhatsApp API.

Add a final action in Pabbly Connect and select the messaging service (like Vati). Choose the action event as ‘Send Template Message.’ Connect your account and map the WhatsApp number of the patient.

Select the message template you created for sending reports. Map the patient name and other variables to personalize the message. Include the shareable link to the report in the message body.

Once everything is mapped correctly, test the workflow to ensure that patients receive their reports automatically on WhatsApp.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of sending medical test reports to patients via WhatsApp. By integrating Google Sheets, Google Docs, and Google Drive, healthcare providers can streamline their communication efficiently. This automation not only saves time but also enhances patient experience by providing timely access to important medical information.