Appointment ManagementPurpose
1.2. Automate outreach to reduce manual workload and ensure all patients are engaged for post-care insights.
1.3. Securely capture confidential responses for clinical, compliance, and service development needs.
1.4. Enable timely intervention if negative experiences or relapse risks are reported in feedback.
Trigger Conditions
2.2. Time-based trigger (e.g., 1 hour post-session).
2.3. Staff manually marks appointment as eligible for feedback outreach.
2.4. Patient contact info validated and opted-in for communication.
Platform Variants
3.1. Twilio (SMS)
- Feature: Messaging API
- Setting: Configure POST request to /Messages endpoint with dynamic patient numbers and feedback form link.
3.2. SendGrid
- Feature: Mail Send API
- Setting: Use /mail/send endpoint with dynamic content and unique patient links.
3.3. Mailgun
- Feature: Messages API
- Setting: POST to /messages with subject, recipient, and feedback link personalized via variables.
3.4. Zendesk
- Feature: Automations
- Setting: Set rules to send feedback survey emails on ticket (appointment) closure.
3.5. Freshdesk
- Feature: Scenario Automations
- Setting: Trigger 'Send survey' event when appointment ticket set to completed.
3.6. HubSpot
- Feature: Workflows
- Setting: Automated email workflow triggered by custom property (appointment ended).
3.7. Salesforce Health Cloud
- Feature: Process Builder or Flow
- Setting: Auto-sends feedback invitation based on patient appointment completion record update.
3.8. ActiveCampaign
- Feature: Automations
- Setting: Post-appointment tag triggers personalized SMS or email asking for feedback.
3.9. Microsoft Power Automate
- Feature: Automated Flow
- Setting: Monitor calendar or Outlook appointment status, then send Teams or email feedback request.
3.10. Google Workspace (Gmail/Forms)
- Feature: Apps Script or Workflow
- Setting: Automate Gmail send with unique Form link upon appointment end in Google Calendar.
3.11. SurveyMonkey
- Feature: Collect API
- Setting: Automate collector creation and email invitations using /collectors and /recipients.
3.12. Qualtrics
- Feature: Action Automation
- Setting: Schedule distribution of personalized surveys from directory on appointment closure trigger.
3.13. Zoho CRM
- Feature: Workflow Automation
- Setting: Custom workflow to send follow-up feedback email when appointment status field updates.
3.14. Intercom
- Feature: Outbound Messaging
- Setting: Auto-trigger post-appointment messages to patient segment via Messenger or email.
3.15. Slack
- Feature: Webhook
- Setting: Automated direct message via Slack API to clinician for manual feedback follow-up if patient doesn't respond.
3.16. Oracle Eloqua
- Feature: Program Canvas
- Setting: Automated campaign sends targeted feedback form post-appointment.
3.17. Mailchimp
- Feature: Customer Journey
- Setting: Trigger feedback email journey on completed appointment event.
3.18. Constant Contact
- Feature: Event-based Emails
- Setting: Send custom post-care survey with unique patient identifier.
3.19. PatientPop
- Feature: Automated Surveys
- Setting: Configure feedback request to send after recorded patient visit.
3.20. Cerner
- Feature: CareAware Event Bus
- Setting: Automated feedback survey via patient's preferred contact method on appointment close event.
3.21. Epic Systems (MyChart)
- Feature: MyChart Messaging
- Setting: Auto-message patients in portal with post-treatment feedback link by scheduled job.
3.22. Meditech
- Feature: Patient & Consumer Health Portal
- Setting: Schedule post-visit feedback prompts for portal users based on encounter documentation.
Benefits
4.2. Accelerates identification of potential service gaps or negative experiences.
4.3. Reduces administrative labor via end-to-end automation.
4.4. Increases patient engagement and perceived quality of care.
4.5. Ensures follow-up processes are audit-ready and compliant with healthcare regulations.