Free templates to copy
Post-appointment message for patients: templates to copy
Quick answer
The post-appointment message goes out the same day or the next day, thanks the patient for the visit in one sentence, reminds them of the agreed next step, such as a return visit, test or document, and says how to reach the clinic. It does not carry new health advice: what the professional explained stays with what they delivered during the appointment. Below are 8 templates.
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After the appointment, the patient leaves with small questions: when to come back, where to take the test, whether the document is ready. A message the same day answers before they ask and shows that the clinic remembers them.
Replace what is in brackets with your clinic's details. For the message that calls the patient back, see follow-up appointment message.
Summary in 7 facts
- The post-appointment message goes out the same day or the next day, thanks the patient for the visit in one sentence, reminds them of the agreed next step, such as a return visit, test or document, and says how to reach the clinic.
- It does not carry new health advice: what the professional explained stays with what they delivered during the appointment.
- After the appointment, the patient leaves with small questions: when to come back, where to take the test, whether the document is ready.
- Satisfaction survey One or two days later, just one question.
- New treatment, dosage or care advice that the professional did not give during the appointment.
- The diagnosis or the name of the test on the first line, which shows on the phone's lock screen.
- Today, CertuAI's AI does not send a message after the appointment on its own.
By the numbers
| Number | What it means |
|---|---|
| 28,2% | CertuAI measured when patients write on WhatsApp at 17 clinics and practices that answer with CertuAI's AI: 28.2% of messages arrived outside Monday to Friday, 8am to 6pm, almost 3 in… |
| 19,259 messages | Source: CertuAI service database, 17 clinics and practices, 19,259 patient messages on WhatsApp from Jul 30 to Sep 30, 2026, measured Oct 1, 2026. |
| 106 messages | At a medical practice that uses CertuAI, the AI answered 106 patient messages outside business hours in 7 days. |
Post-appointment messages to send the same day
1. Simple thank-you
For any patient, a few hours after the appointment.
Hi [name]. Thank you for coming to [clinic name] today.
If you have any questions about times, fees or documents, just reply here.
2. With the agreed next step
When the professional asked for a return visit on a set date.
Hi [name]. It was good to see you today.
[Professional] asked for a return visit in [timeframe]. Want me to book it now? I have [day] at [time] or [day] at [time].
3. Tests ordered
When the patient left with a test order.
Hi [name]. Just a reminder that [professional] ordered tests at today's appointment.
When the result is ready, just send it here or bring it to your return visit. If you like, I can book the return visit for after the result.
4. Document sent
When the clinic sends the document the professional issued during the appointment.
Hi [name]. Here is the document [professional] issued today.
Keep this file. If you need another copy, just ask here.
See the 172 message templates for clinics, by situation
Free for your clinic
Your clinic can have a free booking page. You choose the link name and get an address like certu.com.br/agendar/clinica-sorriso. The patient opens it, sees the free times and books on their own, without logging in to anything. No booking limit and no commission. See how to create yours.
Post-appointment message for the following days
5. Satisfaction survey
One or two days later, just one question.
Hi [name]. From 0 to 10, how likely are you to recommend [clinic name] to someone in your family?
If you want to tell us the reason for your score, we read everything.
6. After a procedure
The day after a procedure. A person on the team replies.
Hi [name]. Checking in to see how you are doing after yesterday's procedure.
If anything is different from what [professional] explained, reply here and the team will talk to [professional]. In an emergency, call SAMU (Brazil's emergency medical service) at 192.
7. Child's appointment
For the mother, the father or whoever brought the child.
Hi [guardian's name]. Thank you for bringing [child's name] today.
If you have any questions about the return visit or the documents, just message here.
8. Patient with health insurance
When something is missing for the insurance.
Hi [name]. To close out today's visit with [insurance plan], we still need [what is missing, for example the signature on the authorization form].
You can [how to resolve it]. If you have any questions, just reply.
When to send each one?
| Situation | When to send | Template |
|---|---|---|
| Any appointment | A few hours later | 1 |
| Asked for a return visit | The same day | 2 |
| Asked for tests | The same day | 3 |
| Issued a document | As soon as the document is ready | 4 |
| Want to measure the experience | One or two days later | 5 |
| Had a procedure | The next day | 6 |
On a phone, drag the table sideways.
What not to write after the appointment?
- New treatment, dosage or care advice that the professional did not give during the appointment.
- The diagnosis or the name of the test on the first line, which shows on the phone's lock screen.
- Asking for praise about the treatment result. For doctors, Resolution 2.336/2023 of Brazil's Federal Council of Medicine says, in Article 8, that patient praise of technique and results, when repeated or systematic, must be investigated. See what the rules say.
- An offer or discount mixed in with the thank-you.
Does CertuAI send the post-appointment message on its own?
No. Today, CertuAI's AI does not send a message after the appointment on its own. What it does is answer, right away and at any hour, when the patient writes back: the price of the return visit, an open time, where to drop off the test. And, in a health account, it does not assess symptoms or guide treatment.
If the professional asked for a return visit, the safest way is to book it before the patient leaves. From then on, the appointment gets a reminder like any other.
What CertuAI measured on clinic and practice WhatsApp
CertuAI measured when patients write on WhatsApp at 17 clinics and practices that answer with CertuAI's AI: 28.2% of messages arrived outside Monday to Friday, 8 a.m. to 6 p.m., almost 3 in 10. If the front desk works those hours, that's the part that waits until someone comes back.
| What was measured | Result |
|---|---|
| Patient messages that arrived outside Monday to Friday, 8am to 6pm | 28,2% |
| Messages that arrived on the weekend | 11,2% |
| Messages that arrived at night on a weekday, 6pm to midnight | 11,7% |
| Conversations that started outside Monday to Friday, 8am to 6pm | 29,9% |
On a phone, drag the table sideways.
Source: CertuAI service base, 17 clinics and practices, 19,259 patient messages on WhatsApp from Jul 30 to Sep 30, 2026, measured on Oct 1, 2026. Business hours are Monday to Friday, 8 a.m. to 6 p.m., in each clinic's time zone. Test accounts, test contacts and imported history are excluded.
Frequently asked questions
How long after the appointment should I send the message?
The same day, a few hours later, to say thanks and remind them of the next step. The satisfaction survey works better one or two days later.
Can I send health advice in the post-appointment message?
What the professional explained during the appointment, they deliver in writing there. The front desk message does not carry new health advice.
Is it a good idea to ask for a Google review after the appointment?
It is up to the clinic. For doctors, first read Article 8 of Resolution 2.336/2023 of Brazil's Federal Council of Medicine, which covers patient praise posted repeatedly or systematically.
Does CertuAI's AI answer when the patient writes after the appointment?
Yes, at any hour. At a medical practice that uses CertuAI, the AI answered 106 patient messages outside business hours in 7 days.
Want the AI to do this on your WhatsApp?
CertuAI is AI automation software for small and medium-sized Brazilian businesses. The AI answers on the clinic's WhatsApp, books on the calendar and records each conversation. The Start plan costs US$ 75 per month, no lock-in contract.
Set up my clinic's AIYou connect the number the clinic already uses.
Just want the booking link? It's free, it's yours forever and doesn't need a card. Create my booking page.
Other clinic questions CertuAI has answered
In short
The post-appointment message goes out the same day or the next day, thanks the patient for the visit in one sentence, reminds them of the agreed next step, such as a return visit, test or document, and says how to reach the clinic. It does not carry new health advice: what the professional explained stays with what they delivered during the appointment. Below are 8 templates.
About CertuAI: CertuAI is the AI that answers a small business's WhatsApp, Instagram and Messenger 24/7, with a built-in CRM, and is a Tech Provider on Meta's WhatsApp Business Platform. Paid plans start at US$ 75 a month, with no lock-in. Create my agent