WhatsApp & SMS Broadcast

What this page does

You choose who should receive the message, write it, review the recipient count, then open WhatsApp or the phone’s SMS app to send it.

How to find this page

1. 1

   Sign in to EliteHMS

2. 2

   In the left menu, select Broadcast

What you see on the page

• Total Campaigns: Broadcasts created.
• Completed: Campaigns where all recipients have been processed.
• In Progress: Campaigns that still have recipients to process.
• Total Messages Sent: Messages staff marked as Sent in EliteHMS.
• Campaign Ideas: Examples such as appointment reminders, health tips, Eid greetings, and messages for patients with outstanding balances.
• New Broadcast: Opens the form to prepare a campaign.
• Refresh: Reloads the campaign list and counts.
• No broadcasts yet: Appears until the first campaign is created.

Create a broadcast

Select New Broadcast or Create First Broadcast. The form has three steps.

1. Choose the campaign and audience

Give the campaign a clear title, choose a channel, and select a Target Audience, the group of patients you want to contact. Available audience filters include:

• All Active Patients
• By Medical Condition: Enter a keyword such as diabetes or asthma.
• Not Seen in X Days: Choose how many days since a completed appointment.
• By City
• By Blood Group
• By Age Range
• Have Outstanding Balance: Set a minimum balance.
• Upcoming Appointments (next 48h)
• Insured Patients
• Custom Search: Search patient details such as name, phone, city, or patient ID.

2. Write the message

Choose a quick template or write your own. Templates include appointment reminders, health tips, and refill reminders.

You can personalize messages with these variables:

• {name}: Patient’s full name.
• {firstName}: Patient’s first name.
• {storeName}: Clinic or store name.
• {city}: Patient’s city.
• {bloodGroup}: Blood group.
• {patientId}: Patient ID.

The preview shows an example of how the message may look. Check the actual wording, spelling, dates, and contact details before continuing.

3. Review and create

1. 1

   Review the campaign details

   Title, channel, audience, recipient count, skipped count, and message preview. If anything is wrong, go back and edit it.

2. 2

   Select Create & Start Sending

The campaign will appear in the campaign list, where you can choose Start Sending or Continue Sending.

Send and track messages

Open a campaign to see its recipients and sending progress. For each person:

1. 1

   Check the patient name, number, and personalized message

2. 2

   Select Open in WhatsApp or Open in SMS

3. 3

   Press Send in WhatsApp or SMS yourself

   The selected app opens with the message prepared.

4. 4

   Return to EliteHMS and mark the message Sent

   Only after you have sent it.

5. 5

   If you do not send it, choose Skip

   Use Mark as Failed if sending failed.

WhatsApp and SMS are handled through the apps on your device.

The campaign list shows its status and progress. You can refresh the page, cancel an eligible campaign, or open a completed campaign’s report. The recipient list lets you review Pending, Sent, Failed, and Skipped entries.

Helpful definitions

• Campaign: One prepared message sent to a selected group.
• Audience: The patients selected to receive the campaign.
• Template: A reusable example message that you can edit.
• Variable: A placeholder such as {firstName} that is filled with patient information.
• Pending: Not yet marked as sent, failed, or skipped.
• Skipped: Not sent to that recipient.
• Failed: Staff recorded that sending did not succeed.

Good practice

• Choose only the patients who need the message.
• Check that the patient’s contact details are correct.