{"id":2827,"date":"2023-12-13T09:48:59","date_gmt":"2023-12-13T09:48:59","guid":{"rendered":"https:\/\/www.infobip.com\/developers\/?p=2827"},"modified":"2024-01-04T11:33:38","modified_gmt":"2024-01-04T11:33:38","slug":"automate-new-patient-onboarding-with-infobip-sms","status":"publish","type":"post","link":"https:\/\/www.infobip.com\/developers\/blog\/automate-new-patient-onboarding-with-infobip-sms","title":{"rendered":"Automate New Patient Onboarding with Infobip SMS \u00a0"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"768\" src=\"https:\/\/www.infobip.com\/developers\/wp-content\/uploads\/2023\/12\/CS-Non-Transparent-03-01-1024x768.png\" alt=\"\" class=\"wp-image-2829\" srcset=\"https:\/\/www.infobip.com\/developers\/wp-content\/uploads\/2023\/12\/CS-Non-Transparent-03-01-1024x768.png 1024w, https:\/\/www.infobip.com\/developers\/wp-content\/uploads\/2023\/12\/CS-Non-Transparent-03-01-300x225.png 300w, https:\/\/www.infobip.com\/developers\/wp-content\/uploads\/2023\/12\/CS-Non-Transparent-03-01-768x576.png 768w, https:\/\/www.infobip.com\/developers\/wp-content\/uploads\/2023\/12\/CS-Non-Transparent-03-01.png 1400w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">In the healthcare industry, optimizing the patient onboarding process is essential to ensure efficient and quality care delivery. However, it comes with some challenges,<strong> <\/strong>like time-consuming documentation, incomplete information and ineffective communication, resulting in incomplete patient files.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Onboarding via SMS<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Using Infobip self-service, you can easily adress these challenges and streamline the new patient onboarding process by <strong>sending your patients an SMS a link to an online patient form <\/strong>and reminding them beforehand of the documentation they need to bring to their appointment.\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"1024\" src=\"https:\/\/www.infobip.com\/developers\/wp-content\/uploads\/2023\/12\/CS-Non-Transparent-03-02-1024x1024.png\" alt=\"\" class=\"wp-image-2830\" srcset=\"https:\/\/www.infobip.com\/developers\/wp-content\/uploads\/2023\/12\/CS-Non-Transparent-03-02-1024x1024.png 1024w, https:\/\/www.infobip.com\/developers\/wp-content\/uploads\/2023\/12\/CS-Non-Transparent-03-02-300x300.png 300w, https:\/\/www.infobip.com\/developers\/wp-content\/uploads\/2023\/12\/CS-Non-Transparent-03-02-150x150.png 150w, https:\/\/www.infobip.com\/developers\/wp-content\/uploads\/2023\/12\/CS-Non-Transparent-03-02-768x768.png 768w, https:\/\/www.infobip.com\/developers\/wp-content\/uploads\/2023\/12\/CS-Non-Transparent-03-02.png 1050w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Requirements<\/h2>\n\n\n\n<ol class=\"wp-block-list\" start=\"1\">\n<li><strong>Infobip Self-Service Platform<\/strong>:&nbsp;&nbsp;<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Sign up for an Infobip account if you don&#8217;t already have one. You can <a href=\"https:\/\/www.infobip.com\/signup?utm_source=Blog&amp;utm_medium=cpc&amp;utm_campaign=Self+service+case+study+IB&amp;utm_id=Self+service+case+study+IB&amp;utm_term=WhatsApp%2C+Infobip%2C+Self+service\" target=\"_blank\" rel=\"noreferrer noopener\">create and try it out for free<\/a>. You will need access to Infobip&#8217;s services and API.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2. <strong>Web Server<\/strong> <strong>or CRM<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A web server to host the online patient forms and receive data from patients or a CRM for healthcare providers.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3. <strong>Appointment booking system<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">An online system you use for booking appointments. If you don&#8217;t have one, you can send out messages manually through<a href=\"https:\/\/www.infobip.com\/signup?utm_source=Blog&amp;utm_medium=cpc&amp;utm_campaign=Self+service+case+study+IB&amp;utm_id=Self+service+case+study+IB&amp;utm_term=WhatsApp%2C+Infobip%2C+Self+service\"> Infobip self-service<\/a> instead of automating the process. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Implementation&nbsp;<\/h2>\n\n\n\n<ol class=\"wp-block-list\" start=\"1\">\n<li><strong>Infobip integration<\/strong><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">There are several ways to integrate Infobip solutions. Follow <a href=\"https:\/\/www.infobip.com\/docs\/api\" target=\"_blank\" rel=\"noreferrer noopener\">Infobip&#8217;s API documentation<\/a> to integrate our messaging API into your existing application. Use the provided API credentials (API key, secret) for authentication.  You can also <a href=\"https:\/\/www.infobip.com\/developers\/blog\/infobip-api-for-medical-appointments-a-go-sdk-use-case\">look at this tutorial<\/a> to learn how to do it with <a href=\"https:\/\/www.infobip.com\/developers\/sdks\">one of our SDKs<\/a>.\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Alternatively, you can use the <a href=\"https:\/\/www.infobip.com\/signup?utm_source=Blog&amp;utm_medium=cpc&amp;utm_campaign=Self+service+case+study+IB&amp;utm_id=Self+service+case+study+IB&amp;utm_term=WhatsApp%2C+Infobip%2C+Self+service\"> Infobip self-service<\/a> solution to use a no-code SMS solution.<\/p>\n\n\n\n<ol class=\"wp-block-list\" start=\"2\">\n<li><strong>Create Online Patient Forms<\/strong><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Develop online patient forms using HTML, CSS, and JavaScript. Ensure the forms collect necessary patient information (personal, medical, consent forms, etc.) as required by your clinic.&nbsp;<\/p>\n\n\n\n<ol class=\"wp-block-list\" start=\"3\">\n<li><strong>Link Generation in Appointment Booking System<\/strong><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Modify your appointment booking system or CRM to generate a unique link to the patient form upon appointment booking. Incorporate this link into the confirmation message that will be sent to the patient via SMS or WhatsApp.&nbsp;<\/p>\n\n\n\n<ol class=\"wp-block-list\" start=\"4\">\n<li><strong>Send Confirmation Message<\/strong><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Upon appointment booking, trigger an SMS message to the patient using Infobip&#8217;s API, containing the link to the online patient form. Personalize the message with the patient&#8217;s name and appointment details.&nbsp;<\/p>\n\n\n\n<ol class=\"wp-block-list\" start=\"6\">\n<li><strong>&nbsp;Compliance<\/strong>&nbsp;<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Ensure compliance with data protection regulations, especially when handling patient data.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Bonus Idea: <\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Integrate an SMS\/WhatsApp reminder for upcoming appointments into your booking system to reduce the number of no-shows! <\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Benefits of SMS onboarding<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Efficiency:<\/strong> The new patient onboarding process becomes significantly more efficient, reducing in-office paperwork and administrative overhead.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Improved Patient Experience:<\/strong> Patients appreciate the convenience of filling out forms online, reducing wait times and potential errors.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Enhanced Data Accuracy:<\/strong> Real-time data transfer improves the accuracy of patient records, reducing errors and ensuring better care.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Reduced No-Shows:<\/strong> Proactive communication allows clinics to remind patients of their appointments and request necessary documents, reducing the number of missed appointments.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Time and Cost Savings:<\/strong> The streamlined process reduces administrative workload, allowing the clinic staff to focus more on patient care.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"452\" src=\"https:\/\/www.infobip.com\/developers\/wp-content\/uploads\/2023\/12\/image-3-1024x452.png\" alt=\"\" class=\"wp-image-2828\" srcset=\"https:\/\/www.infobip.com\/developers\/wp-content\/uploads\/2023\/12\/image-3-1024x452.png 1024w, https:\/\/www.infobip.com\/developers\/wp-content\/uploads\/2023\/12\/image-3-300x132.png 300w, https:\/\/www.infobip.com\/developers\/wp-content\/uploads\/2023\/12\/image-3-768x339.png 768w, https:\/\/www.infobip.com\/developers\/wp-content\/uploads\/2023\/12\/image-3-1536x678.png 1536w, https:\/\/www.infobip.com\/developers\/wp-content\/uploads\/2023\/12\/image-3.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><em>Looking to try out more Infobip solutions? <a href=\"https:\/\/www.infobip.com\/signup?utm_source=Blog&amp;utm_medium=cpc&amp;utm_campaign=Self+service+case+study+IB&amp;utm_id=Self+service+case+study+IB&amp;utm_term=WhatsApp%2C+Infobip%2C+Self+service\">Register here<\/a> and get free credits to find the perfect solution for you.&nbsp;<\/em><\/td><\/tr><\/tbody><\/table><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>You can streamline the new patient onboarding process by sending your patients a link to an online patient form before their appointment.<\/p>\n","protected":false},"author":10,"featured_media":2829,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_import_markdown_pro_load_document_selector":0,"_import_markdown_pro_submit_text_textarea":"","footnotes":""},"categories":[255,272],"tags":[281],"coauthors":[133],"class_list":["post-2827","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-infobip-products","category-use-case","tag-sms"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Streamline New Patient Onboarding with Infobip SMS \u00a0<\/title>\n<meta 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