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

Learn how to automate sending medical test reports (PDFs) to patients on WhatsApp using Pabbly Connect and Google Sheets. Step-by-step tutorial included. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To start sending medical test reports via WhatsApp, first, you need to set up Pabbly Connect. This integration platform allows you to automate the process without any coding skills. Begin by visiting the Pabbly Connect dashboard at Pabbly.com/connect and sign up for a free account.

Once logged in, create a new workflow. Click on the ‘Create Workflow’ button and name it something relevant, like ‘Send Medical Test Reports on WhatsApp.’ This workflow will automate the sending of reports when new data is added to your Google Sheets.

2. Configuring Google Sheets with Pabbly Connect

In this section, you will connect Google Sheets to Pabbly Connect. Start by selecting Google Sheets as the trigger application. Choose the event ‘New or Updated Spreadsheet Row’ as the trigger. This event will initiate the workflow whenever a new row is added or updated in your spreadsheet.

• Select Google Sheets as the trigger application.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, open your Google Sheets document, go to Extensions, and find the Pabbly Connect Webhooks add-on. Install it if you haven’t done so already. After installation, refresh your spreadsheet. In the add-on, paste the webhook URL into the initial setup and specify the trigger column, which is typically the last column you fill out (e.g., column J).

3. Generating Reports with Google Docs

Once the Google Sheets setup is complete, you need to automate the report generation using Google Docs through Pabbly Connect. Create a template in Google Docs that includes variable tags for patient information (e.g., name, age, etc.). This template will be used to generate personalized reports.

In your Pabbly Connect workflow, add a new action step and select Google Docs. Choose the action event ‘Create Document from Template.’ Connect your Google account and select the template you created earlier. Map the necessary fields from the Google Sheets trigger to the corresponding tags in your Google Docs template.

• Select the Google Docs action event.
• Map patient data from Google Sheets to the document template.
• Save and test the document creation process.

After mapping all necessary fields, save your workflow. This setup ensures that when a new row is added to your Google Sheets, a report will be generated automatically.

4. Sending Reports via WhatsApp

The final step is to send the generated reports to patients on WhatsApp using Pabbly Connect. To do this, add another action step in your workflow and select WhatsApp Cloud API. Choose the action event ‘Send Template Message’ to send the report link to patients.

Connect your WhatsApp Cloud API account by providing the necessary credentials such as the phone number ID and access token. In the message body, map the patient’s name and the link to the PDF report generated in the previous steps. Ensure the message is formatted correctly to include all relevant details.

Select WhatsApp Cloud API as the action application. Choose ‘Send Template Message’ as the action event. Map the report link and patient details in the message body.

After saving this configuration, your automation is complete. Whenever a new report is generated, it will be sent to the patient’s WhatsApp automatically, streamlining your communication process.

5. Conclusion

Using Pabbly Connect to automate the process of sending medical test reports via WhatsApp is an efficient way to enhance your practice’s workflow. By integrating Google Sheets and Google Docs, you can ensure that reports are generated and sent seamlessly to patients, saving time and improving customer satisfaction.

This tutorial covered the step-by-step process to set up this automation. Now, you can focus more on patient care while Pabbly Connect takes care of the report delivery.