The practice can now set up its own WhatsApp number for the patient assistant.
Previously, the practice had to give a Nelly employee access to its Meta Business account. Documents were then sent back and forth for weeks, sometimes over months.
Setup is done in Doctor Portal under Settings → Treatment Plan Agent → Chat Bot. There, the practice fills in a short form and uploads a registration document. The document is checked automatically. If it is rejected, the practice sees the reason and can upload a new document. Nelly then automatically purchases a German mobile number for the practice. After that, the practice connects WhatsApp in Meta's setup window using the number and code from Doctor Portal. The practice receives an email when action is needed, when the number is ready, when the channel is live, or when Nelly is handling an issue.
This makes the WhatsApp channel for the patient assistant available faster, and the practice keeps control over its own Meta Business account.
Note: After connecting WhatsApp, approval of patient messages can take up to 48 hours before the channel is live.
Step-by-step guide
- In Doctor Portal under Settings → Treatment Plan Agent → Chat Bot, fill in the form and upload the registration document
- If the document is rejected, check the reason shown and upload a new document
- After receiving the email, connect WhatsApp in Meta's setup window, entering the number and code from Doctor Portal
- Wait for approval of patient messages
- Once you receive the email, the channel is live