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Prerequisites

Before you start, you need:
  • An active LiveClin account.
  • Access to WhatsApp — preferably WhatsApp Web on your computer, to forward the number confirmation request.

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Step by step

1

Create your first service

Go to Settings → Services and click Add.Fill in the service details:
  • Name — for example, “Monthly follow-up”.
  • Duration — for example, 30 days.
  • Price — for example, R$ 250.
  • Mode — in person or online.
You’ve just created the service you’ll link to your patients.
2

Register your first patient

Go to Patients, click Add and choose Register and activate.Enter the name and WhatsApp number and click Continue. Select the service created in the previous step, set the date and payment amount and click Save.
Register yourself as a patient to test the flow end to end, as if you were a real patient.
Your first patient is registered.
3

Confirm the patient's WhatsApp number

Right after registration, a red exclamation mark appears next to the name and, in the patient profile, the notice “WhatsApp validation pending”. Due to the privacy and data security policy, the patient must confirm the number is theirs and that they agree to receive messages.In the patient profile, click Send request. WhatsApp Web opens with the message ready — forward it to the patient (or to yourself, when testing). On opening the link, the person talks to the LiveClin virtual assistant and chooses Yes, I allow it.Refresh the page: the notice disappears and the country flag appears next to the name. The number is confirmed.
4

Create your first questionnaire

Go to Settings → Questionnaires.Since you don’t have any yet, click Import to use a questionnaire from the library. Add a cover image and click Save.Your first questionnaire is ready to send.
5

Send the questionnaire to the patient

Click Schedule and Link new patients. Select the patient and click Continue.Choose Single send and Send immediately. Set a response deadline — for example, 24 hours — and confirm to link and send.
6

Answer the questionnaire as a patient (test)

The message with the questionnaire arrives on the patient’s WhatsApp. Tap Answer questionnaire to open the response screen, answer the questions and submit.Since you registered yourself as a patient, make this submission to see the full flow.
7

Review the response in LiveClin

Go back to LiveClin and refresh the page. The Pending side tab shows a counter with the new response.Open the response to see the patient’s data. Use Expand report to view everything as a list, one question below the other. Finally, click Mark as reviewed — the response leaves the pending list.Done: you created a service, patient and questionnaire, sent it and reviewed the first response. Your first follow-up flow is complete.

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Next steps

Need help? Use Help & support inside LiveClin and talk to the team on WhatsApp.