HealthcareSimple automationOne job done end to end in a single path: a trigger, then a short fixed sequence of actions across 2–3 apps (a reminder flow, form to CRM, a scheduled report). Simple automations are usually live within days.

Diabetes education that arrives right on time

For: Endocrinology and diabetes clinic

Typical impact

87% program completion rate

A new diabetes diagnosis now enrolls the patient in a 12-week education journey — short videos, diet guides, and self-check reminders delivered on WhatsApp at the right moment. Engagement is tracked per patient, and anyone going quiet is flagged to their care nurse within days.

Typical results

3 days

Disengagement flagged within

-60%

Repeat basics questions

12 wks

Staged education journey

Figures reflect typical results for this kind of automation.

The challenge

Newly diagnosed patients left the clinic with a printed folder and a follow-up in three months. Most never opened the folder. Nurses fielded the same basic questions all day, patients showed up to follow-ups having changed nothing, and nobody knew who was coping and who had quietly given up.

Before and after

Before With the automation

Education program completion

2.7×
32%
87%

Time to flag a disengaged patient

−97%
90 days
3 days

Nurse hours on repeat questions

−60%
10 hrs/wk
4 hrs/wk

The automation

We built an education journey triggered by a new diagnosis in the clinic's system. Over twelve weeks, patients receive short videos, diet guides, and self-check reminders on WhatsApp — sequenced by the clinic's diabetes educator and paced to avoid overwhelm. Every open, video view, and quick-reply check-in logs to the patient's record. Two silent weeks open a task for the care nurse with the engagement history, so re-engagement calls start with context instead of guesswork.

How it works

  1. 01

    Diagnosis triggers enrollment

    A new diabetes diagnosis in the clinic system enrolls the patient in the 12-week journey automatically.

  2. 02

    Content arrives on schedule

    Short videos, diet guides, and self-check reminders land on WhatsApp, sequenced and paced week by week.

  3. 03

    Engagement tracked

    Opens, video views, and quick-reply check-ins log to the patient's record as the journey progresses.

  4. 04

    Disengagement flagged

    Two silent weeks or missed check-ins open a task for the care nurse with the patient's engagement history.

  5. 05

    Nurse re-engages

    The nurse calls with context, adjusts pacing or content, and the journey resumes where it left off.

Starts from

  • New diagnosis enrolled
  • 12-week curriculum

Delivers

  • WhatsApp lessons & reminders
  • Engagement tracking
  • Care-nurse flags

The impact

87% of enrolled patients now complete the twelve-week program, up from 32% with printed folders. Disengaged patients are flagged within three days instead of surfacing at a missed follow-up, repeat basics questions to nurses dropped by 60%, and follow-up visits start from an informed baseline.

Questions about this automation

How is a patient enrolled in the education program?

A new diabetes diagnosis recorded in the clinic system triggers enrollment automatically. The patient then receives short videos, diet guides and self-check reminders on WhatsApp, sequenced week by week across twelve weeks and paced so the content arrives in small, manageable pieces instead of one thick folder.

Who writes the lessons, and can they be changed?

The clinic's diabetes educator sets the curriculum and its order, and the content library stays under the clinic's control. Lessons can be edited, reordered or swapped at any time, and the nurse can adjust pacing for a single patient. Changes apply to future messages, so patients already in the program keep moving forward.

How does the automation spot patients who are falling behind?

Every open, video view and quick-reply check-in logs to the patient's record. Two silent weeks or missed check-ins open a task for the care nurse with the engagement history attached, so the call starts with context. Simple automations like this are usually live within days, often starting with one condition and one curriculum.

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