Appointment Scheduling & ManagementPurpose
1.2. Collect structured patient feedback for quality control and service improvement.
1.3. Increase survey response rates and streamline the feedback collection process.
1.4. Allow automated analytics by linking survey results to patient records and appointment data.
1.5. Facilitate compliance monitoring for healthcare quality standards via automation.
Trigger Conditions
2.2. Time delay (e.g., 1 hour post-checkout) to trigger automated survey dispatch.
2.3. Optionally, filter by appointment type (in-person, telehealth) or patient consent status.
Platform Variants
3.1 Twilio SMS
• Feature/Setting: Automation via Programmable Messaging API, configured to send SMS upon triggering event
• Sample: POST /Messages with patient phone number, survey link, personalized text
3.2 SendGrid
• Feature/Setting: Automated email via Send Email API; dynamic templates for survey invites
• Sample: POST /mail/send with dynamic template and variables for patient name/appointment details
3.3 Mailchimp
• Feature/Setting: Automated Campaigns/Transactional API to trigger survey email post-visit
• Sample: POST /automations/trigger with patient email and custom survey content
3.4 Salesforce
• Feature/Setting: Process Builder/Flow to automate survey task creation and Email Message API for dispatch
• Sample: Invoking flow when ‘Appointment Completed’, triggers EmailMessage.create
3.5 HubSpot
• Feature/Setting: Workflow automation; trigger email survey via Marketing Email API
• Sample: Use POST /marketing-emails/send with personalization tokens
3.6 Zendesk
• Feature/Setting: Trigger-based solution via Triggers API; automated ticket with survey link
• Sample: POST /api/v2/tickets with patient email, survey message
3.7 SurveyMonkey
• Feature/Setting: Automate collector invitations using Send Survey API
• Sample: POST /v3/collectors/{collector_id}/messages
3.8 Google Forms + Gmail
• Feature/Setting: Google Apps Script automation to send form links after appointment is marked ‘Done’
• Sample: Script with GmailApp.sendEmail() and dynamic form URL
3.9 Microsoft Power Automate
• Feature/Setting: Automated workflow; Outlook Mail connectors trigger post-appointment surveys
• Sample: When event added to calendar, send survey email via Outlook/Forms connector
3.10 Zoho CRM
• Feature/Setting: Workflow automation; trigger survey emails using SendMail function
• Sample: SendMail after status update on Contact or Appointment modules
3.11 JotForm
• Feature/Setting: API for automated survey email using form submission trigger
• Sample: POST /form/{formID}/submissions with automated notification email
3.12 Freshdesk
• Feature/Setting: Dispatch satisfaction survey via Automations (Ticket Updates)
• Sample: On ticket status ‘Resolved’, automatically send satisfaction survey email
3.13 Slack
• Feature/Setting: Automate DM or channel post with survey using Slack API
• Sample: POST /chat.postMessage as appointment bot to patient or feedback channel
3.14 Intercom
• Feature/Setting: Automated chat messages or emails post-appointment via Conversation API
• Sample: POST /messages with template and patient segment
3.15 ActiveCampaign
• Feature/Setting: Automate post-appointment email via Automation Builder and Emails API
• Sample: POST /api/3/contactEmails with pre-built survey content
3.16 Typeform
• Feature/Setting: Use Webhooks and Responses API to automate survey invite dispatch
• Sample: POST /webhooks to send new feedback survey per patient
3.17 WhatsApp Business API
• Feature/Setting: Automate sending survey via template message API
• Sample: POST /v1/messages with templated satisfaction survey
3.18 Pipedrive
• Feature/Setting: Workflow Automation; Email integration for survey send-out after deal (appointment) completion
• Sample: Trigger on deal status change, send survey invitation email
3.19 Constant Contact
• Feature/Setting: Automated Email Plus campaign with API-driven workflow
• Sample: POST /v2/emailMarketing/campaigns with post-visit survey
3.20 Medallia
• Feature/Setting: Feedback Management API for automated survey invitations post-appointment
• Sample: POST /api/v2/feedback/invites with patient data payload
Benefits
4.2. Enhances patient engagement with timely, automated satisfaction requests.
4.3. Automator ensures high compliance and consistent feedback collection.
4.4. Automation accelerates data availability for quality improvement.
4.5. Enables analytics/monitoring of response rates for process optimization.
4.6. Provides audit trail and traceability of all survey-related automation tasks.
4.7. Scalable, automatable approach for large patient volumes and multi-location groups.
4.8. Minimizes errors, amplifies response rates, and streamlines quality assurance.