Intake forms

A short questionnaire the bot sends over WhatsApp after the patient confirms their appointment on the 24-hour reminder. It gets you to the consultation already holding information you'd otherwise ask for in the waiting room.

How to build them is in Procedures and forms. This page covers what the patient experiences and what to do with the answers.

What the patient experiences

1. They tap Confirmo on the reminder.
2. The bot offers a few questions before the appointment.
3. Questions arrive one at a time. Single-choice ones come as buttons or a list; text ones are typed.
4. At the end they get a closing message.

It is optional. They can ignore it, or type salir partway through. Neither loses them the appointment, and the bot doesn't push.

Which form they get

The one attached to the appointment's procedure, if it has one. Otherwise the clinic's default form. If the clinic has configured none, nothing is sent.

Editing a form mid-flight

Patients already in progress finish with the questions they started with. Changes apply from the next one onward. You can edit without stranding anyone in an incoherent questionnaire.

Where the answers go

In the dashboard, on the appointment detail. This is what the doctor sees before the consultation.

By webhook, if configured: a delivery to a system of yours, signed so you can verify it came from us and not a third party.

To a staff WhatsApp group, as a text summary.

The last two are best-effort: if they fail, the error is logged but the patient is unaffected. There is no automatic retry and no alert, so if your clinic depends on the webhook, cross-check it against the dashboard periodically.

Deletion at 72 hours

Intake answers are the only health data Pingclínica stores, and they are deleted automatically 72 hours after the appointment.

This isn't an oversight; it's the design. Pingclínica is a communication bridge, not a medical record, and the safest way to protect sensitive information is not to keep it.

What this means for your clinic: if you need those answers in the patient's file, you must get them out within those 72 hours — by webhook, via the WhatsApp group, or by copying them from the dashboard. After that they cannot be recovered.

The rest of the appointment — patient, phone, doctor, date, procedure, status — is not deleted. That's a business record and it's kept.

What to ask and what not to

Do: relevant allergies, current medication, whether it's a first visit, whether they're bringing someone, how they heard about the clinic.

Don't: anything you won't read, anything already on the appointment, and anything so sensitive you'd be uncomfortable seeing it in a WhatsApp chat. Remember they answer on their phone, possibly in front of other people.