KYC Collection WhatsApp Template for Hospitals & Clinics

Personalise it so it reads like your front desk, not a blast

A KYC request touches sensitive personal and health data, so tone and specificity matter more here than in almost any other template. Use the patient's name in {{1}}, name the exact service or department in {{2}}, and put your hospital or clinic's real name in {{3}} — a patient who sees 'Sunrise Multispeciality Hospital' and 'cardiology consultation' trusts the link far more than a generic 'verify your account' text. Spell out precisely which documents you need in {{4}} rather than a vague 'documents', because ambiguity is the number-one reason patients abandon the flow and call reception anyway. If you serve multiple languages, build a Hindi or regional-language variant of the same template so elderly patients and attendants aren't guessing. The secure link behind the button should open a proper document-upload form — never ask patients to type Aadhaar numbers or paste card images into the chat itself.

Get it approved as Utility on the first submission

Submit this template under the utility category, because it is transactional and tied to a registration or admission the patient started. Keep the body strictly informational — the instant you add a discount, a health-package pitch, or promotional language, Meta reclassifies it as marketing and will likely reject a utility submission. Provide realistic sample values for every variable (Meta reviewers reject templates where placeholders look like they could hold promotional or arbitrary content), keep variable text tightly scoped so {{2}} clearly holds a service name and {{4}} clearly holds a document list, and make sure your button labels describe genuine next steps. Because the message handles KYC and health context, confirm your WhatsApp Business Account displays your verified hospital or clinic name, and that patients have a lawful basis and consent to be messaged. InfiQ's template management submits, tracks, and re-submits edits for you, so an approval typically lands within a day.

• Category: Utility — never bundle an offer into it
• Fill in sample values for {{1}}–{{4}} before submitting
• Scope each variable so its purpose is unambiguous
• Verify your WABA display name shows the clinic's real name

What it costs to send

WhatsApp bills per delivered message by category. Since Meta moved off per-conversation billing on 1 July 2025, every message you send is priced individually on Meta's live utility rate — and utility is the cheaper of the paid categories, which is exactly why routing KYC here matters. There is no separate 'conversation' charge; the 24-hour service window is simply a free window for replying to a patient who messaged you first, not a billing unit. On top of Meta's rate you pay InfiQ's platform pricing — transparent ₹ pricing, quoted ex-GST — so you can forecast a month of registrations before you send a single message. For a busy OPD collecting KYC from hundreds of new patients a week, utility-rate delivery usually costs a fraction of the front-desk staff time it replaces.