IVF software update 6.72: A WhatsApp assistant and CRM automation that follow up for you
A WhatsApp assistant greets enquiries in their language, leads are shared fairly among callers and messages, reminders and campaigns run on their own.
Like every update, version 6.72 builds on our fertility clinic software, with patient records, lab work and billing kept in one system.
Clinic teams who want to try these changes first can start an IVF Software Trial.
WhatsApp assistant
An assistant replies to new WhatsApp enquiries, in Hindi or English, collects the key details and creates the lead.
Why it was needed
Enquiries outside working hours waited until morning.
A day in the clinic
A couple messages at midnight and the lead is ready for a caller at 9 am.
What it changes for clinics
No enquiry goes unanswered.
Where to find it
Part of version 6.72. Ask your account manager to switch it on for your clinic and walk your team through it.
Fair lead sharing
New leads are shared among callers in turn and can be moved in bulk.
Why it was needed
Some callers were overloaded while others had none.
A day in the clinic
Ten new leads go two each to five callers.
What it changes for clinics
Balanced workload and faster first calls.
Where to find it
Part of version 6.72. Ask your account manager to switch it on for your clinic and walk your team through it.
Automatic messages and reminders
Approved WhatsApp messages go out on clinic events, and reminders appear for follow-ups and appointments.
Why it was needed
Staff sent the same messages by hand and missed some.
A day in the clinic
A booked patient gets a confirmation and a reminder the day before.
What it changes for clinics
Consistent communication without extra work.
Where to find it
Part of version 6.72. Ask your account manager to switch it on for your clinic and walk your team through it.
Campaigns with opt-out
Promotional WhatsApp campaigns go to chosen lead groups and anyone who replies STOP is removed.
Why it was needed
Clinics wanted to reach past enquiries safely.
A day in the clinic
A clinic invites past enquiries to a free fertility camp.
What it changes for clinics
Campaigns that respect every opt-out.
Where to find it
Part of version 6.72. Ask your account manager to switch it on for your clinic and walk your team through it.