WhatsApp in CRPTON

Connect WhatsApp

Settings → Accounts → Integrations: connect Meta Standard or eligible Coexistence, then test.
Coexistence keeps the Business app. Meta and Crpton's unofficial provider cannot operate together.
Meta settings has Templates, Workflows and Activity tabs. Use Reconnect when authorization needs renewal.

Prepare Meta templates

Settings → Meta WhatsApp Templates → Templates: create or select a Utility template; submit changed wording for approval.
Managed templates require detaching before editing. Detached copies stop receiving Crpton updates.
Workflows: select the template family, map values, then Save binding. Compatible approved languages bind together.

Configure workflows

Match placeholders to workflow values; add fallbacks for optional fields. Patient-action templates must map form_link, signature_link or review_link as appropriate.
Feature Preferences controls available trigger settings, not message bodies. Switches autosave; other fields need Save.
Inherited rows use Override Control binding. Clinic overrides have an enable switch.

Find a workflow

Search by task. Open a workflow for its trigger, steps and example message.

Examples are fictional. Meta sends your configured approved template, not the illustrative wording shown here.

Search workflows

How it starts

Connection

23 workflows found

Automatic

Treatment update

Send each attached template at its selected treatment event.

Meta WhatsApp Business · Unofficial WhatsApp

Where to find it: Settings → Treatments → Treatments → Templates.
Who receives it: Patient.
When it sends: Per-template delay; blank means 5 minutes, then quiet hours.

Active templates attached to catalog procedures.

Each template's approved Utility binding overrides the workflow fallback.

Choose Trigger on create, Completed or Approved, set the delay, then save the template.
Save the procedure, complete it, or move it into the Treatment phase to trigger matching messages.

Example message

Khalid Mustafa, please complete your Example Clinic treatment form: https://example.com/forms/khalid-demo

Check the result: Notification Queue; forms also have request history.

Forms need plain [form_link] in local text, saved published shareable selections, and Meta link mapping.
Missing, ineligible or already assigned/submitted forms can suppress sending; expiry starts at planned delivery.
Do not schedule Create messages also suppresses later completion and approval messages.
Every active template sends independently; procedures saved together can share one grouped message.

New patient welcome

Greet a newly registered patient.

Meta WhatsApp Business · Unofficial WhatsApp

Where to find it: Clients → add patient.
Who receives it: Patient.
When it sends: After saving, plus 5 minutes and quiet hours.

Enabled workflow and valid patient mobile.

Approved Utility binding; unofficial uses saved text.

Check the welcome preference and configure its binding.
Enter the patient's mobile and language, then save.

Example message

Welcome, Khalid Mustafa; your Example Clinic patient record is ready.

Check the result: Notifications → Notification Queue.

Editing an existing patient does not trigger a welcome.
The general unofficial text editor is hidden; support handles saved-text changes.

Payment received

Acknowledge a saved payment.

Meta WhatsApp Business · Unofficial WhatsApp

Where to find it: Patient finances or invoice → record payment.
Who receives it: Patient.
When it sends: After saving, plus 5 minutes and quiet hours.

Enabled workflow and valid patient mobile.

Approved Utility binding; unofficial uses saved text.

Enter the actual amount, currency, method and date.
Save the payment once and check its notification.

Example message

Khalid Mustafa, Example Clinic received 500 EGP for invoice EX-104; remaining balance: 250 EGP.

Check the result: Notifications → Notification Queue.

Invoice and balance fields may be absent.

New prescription

Notify the patient about a new prescription.

Meta WhatsApp Business · Unofficial WhatsApp

Where to find it: Patient → prescriptions → new prescription.
Who receives it: Patient.
When it sends: After saving, plus 5 minutes and quiet hours.

Enabled workflow and valid patient mobile.

Approved Utility binding; unofficial uses saved text.

Select the patient and enter the clinician's prescription.
Review the saved instructions and save the prescription.

Example message

Khalid Mustafa, Dr Omar created your Example Clinic prescription; please follow the recorded instructions.

Check the result: Notifications → Notification Queue.

drug_list comes from saved prescription lines.

Prescription updated

Notify the patient about revised instructions.

Meta WhatsApp Business · Unofficial WhatsApp

Where to find it: Patient → prescriptions → edit.
Who receives it: Patient.
When it sends: After saving, plus 5 minutes and quiet hours.

Enabled workflow and valid patient mobile.

Approved Utility binding; unofficial uses saved text.

Open the existing prescription and make the clinician-approved change.
Review the revision, then save it.

Example message

Khalid Mustafa, Dr Omar updated your Example Clinic prescription; please follow the latest instructions.

Check the result: Notifications → Notification Queue.

A delivered earlier message remains in the chat.

New lab request

Send a new order to its laboratory.

Meta WhatsApp Business · Unofficial WhatsApp

Where to find it: Laboratory → new request.
Who receives it: Selected laboratory.
When it sends: After saving, plus 5 minutes and quiet hours.

Enabled workflow and a valid laboratory mobile.

Approved Utility binding; unofficial uses saved text.

Select the laboratory and enter the patient, item and order details.
Set the delivery date if known, then save.

Example message

Mustafa Lab, Example Clinic requests one crown for Khalid Mustafa; delivery requested 20 September 2026.

Check the result: Notifications → Notification Queue.

Optional shade, stain, notes and delivery date may be absent.

Appointment booked

Send the saved booking details.

Meta WhatsApp Business · Unofficial WhatsApp

Where to find it: Appointments → create appointment.
Who receives it: Patient.
When it sends: Creation plus configured delay, default 0 minutes; quiet hours apply.

Enabled workflow and valid patient mobile.

Approved Utility binding; unofficial uses saved text.

Set the after-booking preference and delay.
Enter the booking details and save.

Example message

Khalid Mustafa, your Example Clinic appointment is 16 September 2026 at 10:00 with Dr Omar.

Check the result: Notifications → Notification Queue.

Appointment reminder, day before

Remind the patient and offer confirmation.

Meta WhatsApp Business · Unofficial WhatsApp

Where to find it: Appointments → appointment.
Who receives it: Patient.
When it sends: Previous day at 20:00 by default; a missed slot is skipped.

Enabled workflow and valid patient mobile.

Approved Utility binding; unofficial uses saved text.

Check Send day-before reminder to the patient; it overrides the clinic default.
Book before the reminder slot and map appointment_link if needed.

Example message

Khalid Mustafa, confirm tomorrow's 10:00 Example Clinic appointment: https://example.com/appointment/khalid-demo

Check the result: Notifications → Notification Queue.

The link offers Confirm appointment or I cannot attend, without rescheduling.
Cutoff defaults to appointment start; revised notifications can invalidate older links.

Patient appointment reminder

Remind the patient shortly before arrival.

Meta WhatsApp Business · Unofficial WhatsApp

Where to find it: Appointments → appointment.
Who receives it: Patient.
When it sends: Default 120 minutes before start; quiet hours apply.

Enabled workflow and valid patient mobile.

Approved Utility binding; unofficial uses saved text.

Enable the reminder and set the lead time.
Save the booking and recheck reminders after edits.

Example message

Khalid Mustafa, your Example Clinic appointment with Dr Omar is today at 10:00.

Check the result: Notifications → Notification Queue.

No appointment_link is available; cancellation retracts pending reminders.

Doctor appointment reminder

Send the assigned doctor appointment details.

Meta WhatsApp Business · Unofficial WhatsApp

Where to find it: Appointments → assigned doctor.
Who receives it: Assigned doctor.
When it sends: Default 60 minutes before start; quiet hours apply.

Enabled reminder and a valid doctor mobile.

Approved Utility binding; unofficial uses saved text.

Check the doctor's contact and reminder lead time.
Assign the doctor and save the appointment.

Example message

Dr Omar, your Example Clinic appointment with Khalid Mustafa is today at 10:00.

Check the result: Notifications → Notification Queue.

patient_mobile is message content, not the destination.

Appointment changed

Tell the patient what changed.

Meta WhatsApp Business · Unofficial WhatsApp

Where to find it: Appointments → edit appointment.
Who receives it: Patient.
When it sends: After saving, plus 5 minutes and quiet hours.

Enabled workflow and valid patient mobile.

Approved Utility binding; unofficial uses saved text.

Correct the booking details.
Save and inspect the update and refreshed reminders.

Example message

Khalid Mustafa, your Example Clinic appointment changed to 16 September 2026 at 11:00.

Check the result: Notifications → Notification Queue.

changes supplies a summary; previously delivered messages stay unchanged.

Appointment cancelled

Send a cancellation notice.

Meta WhatsApp Business · Unofficial WhatsApp

Where to find it: Appointments → cancel appointment.
Who receives it: Patient.
When it sends: After saving, plus 5 minutes and quiet hours.

Enabled workflow and valid patient mobile.

Approved Utility binding; unofficial uses saved text.

Verify the patient and booking.
Save the cancellation and check pending reminders were cancelled.

Example message

Khalid Mustafa, your Example Clinic appointment on 16 September 2026 at 10:00 is cancelled.

Check the result: Notifications → Notification Queue.

This does not book a replacement.

Appointment follow-up

Follow up after a completed visit.

Meta WhatsApp Business · Unofficial WhatsApp

Where to find it: Appointments → appointment.
Who receives it: Patient.
When it sends: Completion plus configured minutes, default 0; quiet hours apply.

Enabled workflow and valid patient mobile.

Approved Utility binding; unofficial uses saved text.

Prepare a review invite first if feedback is wanted.
Mark the visit completed to schedule the follow-up.

Example message

Khalid Mustafa, share feedback about your Example Clinic visit: https://example.com/review/khalid-demo

Check the result: Notifications → Notification Queue.

Review variables require an active, unexpired invite.
The delay starts at completion, not the planned end.

First appointment follow-up

Follow up after the first completed visit.

Meta WhatsApp Business · Unofficial WhatsApp

Where to find it: Appointments → complete first visit.
Who receives it: Patient.
When it sends: Default 1,440 minutes after completion; quiet hours apply.

Enabled workflow and valid patient mobile.

Approved Utility binding; unofficial uses saved text.

Enable first-visit follow-up and choose its delay.
Mark the patient's first completed appointment completed.

Example message

Khalid Mustafa, thank you for your first Example Clinic visit; contact reception with any questions.

Check the result: Notifications → Notification Queue.

Regular follow-up is separate and can also send.

Automatic birthday greeting

Greet patients whose birthday matches today's scan.

Unofficial WhatsApp

Where to find it: Clients → date of birth.
Who receives it: Patient.
When it sends: Daily scan plus 10 minutes; quiet hours apply.

Actual birth date, mobile and running daily scan.

Saved unofficial greeting; its editor is hidden and Meta is unsupported.

Check birthday preferences and the existing greeting with support.
Check integration activity after the daily run.

Example message

Happy birthday, Khalid Mustafa, from everyone at Example Clinic.

Check the result: Daily integration activity, not Notification Queue.

Recipient correction

Tell the old recipient to disregard an earlier message.

Unofficial WhatsApp

Where to find it: Original appointment or clinical record.
Who receives it: Previous recipient.
When it sends: Due immediately after qualifying reassignment, within the delivery window.

Enabled corrections and a previously sent notification.

Saved unofficial correction text; hidden editor, no supported Meta binding.

Verify that a different recipient entity is required.
Save the reassignment to generate the qualifying replacement.

Example message

Khalid Mustafa, please disregard Example Clinic's earlier appointment message; it had the wrong recipient.

Check the result: Notifications → Notification Queue.

Changing only the same patient's phone does not qualify.

Manual

Send appointment details

Queue one appointment message.

Meta WhatsApp Business

Where to find it: Appointment action bar → Send default WhatsApp message.
Who receives it: Patient.
When it sends: Queued on click; quiet hours apply.

Meta connection and a configured Send appointment details binding.

Dedicated approved Utility binding; this action has no template picker.

Verify the patient and booking details.
Click the WhatsApp action once.

Example message

Khalid Mustafa: Example Clinic, Dr Omar, 16 September 2026, 10:00–10:30.

Check the result: Notifications → Bulk messages.

For unofficial WhatsApp, use the appointment bulk composer with text.

Send document for signature

Share a saved document for signing.

Meta WhatsApp Business · Unofficial WhatsApp

Where to find it: Patient document → Send for signature.
Who receives it: Patient.
When it sends: Direct WhatsApp send after link creation.

Saved patient document containing [PATIENT_SIGNATURE].

Approved Utility binding must map signature_link.

Choose signing and access deadlines, then Create link.
Configure WhatsApp template if needed, then choose WhatsApp.

Example message

Khalid Mustafa, sign your Example Clinic consent by 18 September: https://example.com/sign/khalid-demo

Check the result: Document signature request history.

The document freezes when the link is created.
One eligible Meta country-code retry stops after signing or link changes, expiry or revocation.

Send forms

Ask the patient to complete selected forms.

Meta WhatsApp Business · Unofficial WhatsApp

Where to find it: Patient header → Share forms with patient.
Who receives it: Patient.
When it sends: Direct WhatsApp send after preparing the request.

Published, applicable patient-shareable forms.

Approved Utility binding must map form_link.

Select forms or groups and choose Prepare request.
Configure WhatsApp template if needed, then choose WhatsApp.

Example message

Khalid Mustafa, complete these two Example Clinic forms: https://example.com/forms/khalid-demo

Check the result: Form request → Delivery and access activity.

One eligible Meta country-code retry stops if the link changes, expires, is revoked, or submissions close; check before resending.

Send review request

Request feedback on a completed visit or treatment.

Meta WhatsApp Business · Unofficial WhatsApp

Where to find it: Appointment → Prepare review invite; treatment → Invite patient to review treatment.
Who receives it: Patient.
When it sends: Direct send once completed; appointment invites can be prepared earlier.

Completed appointment or treatment and valid patient mobile.

Approved Utility binding must map review_link; legacy text settings are hidden.

Choose the Review window and prepare the invite.
Configure WhatsApp template if needed, then choose WhatsApp.

Example message

Khalid Mustafa, review your Example Clinic visit: https://example.com/review/khalid-demo

Check the result: Invite → Delivery history.

One eligible Meta country-code retry stops after submission or link changes, expiry or revocation.

Bulk patient messages

Send personalized messages to selected patients.

Meta WhatsApp Business · Unofficial WhatsApp

Where to find it: Clients → select rows → Bulk WhatsApp.
Who receives it: Patient.
When it sends: Now or scheduled; default pacing 10 seconds, within quiet-hour rules.

Individual selections with valid mobiles; select-all is unsupported.

Meta sends approved wording, regardless of edits to the record body.

Choose an approved Meta Utility template, or unofficial Custom message.
Complete the record body, review the clinic-language preview and submit once.

Example message

Khalid Mustafa, your Example Clinic balance is 250 EGP; contact reception for details.

Check the result: Notifications → Bulk messages → queued/skipped counts.

Cancel remaining stops unsent messages.

Bulk appointment messages

Send details for selected bookings.

Meta WhatsApp Business · Unofficial WhatsApp

Where to find it: Appointments → select rows → Bulk WhatsApp.
Who receives it: Patient.
When it sends: Now or scheduled, with pacing and quiet hours.

Appointments linked to patients with mobiles.

Use appointment variables; Meta sends its approved template.

Select approved Meta Utility wording or unofficial Custom message.
Complete the record body, check appointment details and submit once.

Example message

Khalid Mustafa, Example Clinic confirms 16 September 2026, 10:00–10:30 with Dr Omar.

Check the result: Notifications → Bulk messages.

Several selected bookings can send several messages to one patient.

Manual birthday greeting

Send greetings from the birthday selection.

Unofficial WhatsApp

Where to find it: Clients → Birthdays today → Bulk WhatsApp.
Who receives it: Patient.
When it sends: Now or scheduled, with bulk pacing.

Unofficial WhatsApp and Send Birthday Sms permission.

Patient bulk text; Meta's Utility composer does not send custom birthday wording.

Select patients individually and open the composer.
Use the preselected greeting or Custom message, then submit.

Example message

Happy birthday, Khalid; warm wishes from Example Clinic.

Check the result: Notifications → Bulk messages.

Check for automatic greetings first; the sends are independent.

Send patient links

Prepare the form, signature or review request. Choose WhatsApp; an administrator can save its approved-template binding inline.
Verify submission separately from delivery. Replace expired or revoked links when needed.
Day-before appointment links allow confirmation or declining, not rescheduling. Changed appointments can invalidate old links.

Unofficial messages

Link the available provider in Integrations using its QR/setup flow, then test.
Message Templates and Bulk Message Templates pages are hidden; old URLs redirect home. Ask support about legacy text changes.
Treatment editing remains at Settings → Treatments → Treatments → Templates. Bulk and patient-request dialogs remain available.

Track delivery

Notifications: queued triggers use Notification queue; bulk and appointment quick-send use Bulk messages.
Manual form/signature/review sends bypass these lists. Request history shows the initial result; support can inspect later Meta attempts.
Accepted is not delivered. Check the patient's completed request separately.

Resolve failures

Check connection, approval, language and mapping before retrying a definite failure.
After 131026, Crpton can retry Meta once with +970 for eligible +972 56/59 mobiles. Avoid another send while that retry is pending or delivery is uncertain.
Automatic birthdays and corrections lack supported Meta bindings. Bulk Meta sends require approved Utility templates.

Employee channels

Settings → Accounts → Channels links an external identity to an employee account.
It does not connect patient WhatsApp or configure outbound templates. Check the employee and channel identifier before saving.