Client Management & Communication**Purpose**
1.2. Streamline review collection through timely, channel-appropriate requests (SMS, email, WhatsApp, Google/FB links).
1.3. Improve practitioner reputation, boost online visibility, and inform quality improvement efforts.
1.4. Reduce staff manual follow-ups while ensuring compliance and consistency in outreach.
1.5. Aligns with HIPAA-compliant processes if required.
**Trigger Conditions**
2.2. After X hours/days post-visit, with optional buffers for weekends/holidays.
2.3. Manual staff override or auto-exclusion for opt-out or critical cases.
2.4. Triggered by new payment or invoice settlement confirmation.
2.5. External survey/feedback tool receiving completion webhook.
**Platform Variants**
• Function: Messaging API — Automate SMS review prompts
• Sample: Configure phone numbers, message templates, and webhook on appointment complete.
3.2. SendGrid
• Function: Email API v3 — Send customized email review requests
• Sample: Link dynamic templates to appointment system event
3.3. Mailchimp
• Function: Campaign API — Send automated review campaigns
• Sample: Trigger automation via webhook from clinic software
3.4. WhatsApp Business API
• Function: Messaging endpoint — Send review request via WhatsApp
• Sample: Template approval, associate with patient’s WhatsApp
3.5. Slack
• Function: Incoming Webhooks — Alert staff for manual or failed auto-review requests
• Sample: Slack notification setup for missed follow-up
3.6. Zapier
• Function: Webhook trigger/action — Integrate review flow across apps
• Sample: Connect EHR with SMS/Email tool
3.7. Google My Business API
• Function: Place Actions — Generate direct review links
• Sample: Populate unique URL in messages
3.8. Facebook Graph API
• Function: Ratings endpoint — Direct clients to FB review page
• Sample: Insert page-specific review URL into communication
3.9. ActiveCampaign
• Function: Automation workflow — Launch review request sequence
• Sample: Set trigger as post-consult
3.10. Salesforce
• Function: Flow builder — Set review request as stage in client journey
• Sample: Field update triggers outbound email/SMS
3.11. HubSpot
• Function: Workflow automation — Trigger email or SMS request
• Sample: Use contact property update as starting point
3.12. Zoho CRM
• Function: Blueprint/Workflow — Schedule post-visit review prompt
• Sample: Field criteria sets automated notification
3.13. Calendly
• Function: Webhooks — Detect completed bookings for follow-up
• Sample: Webhook action triggers outbound request
3.14. Square Appointments
• Function: Notifications API — Deliver review request upon service completion
• Sample: Compose notification templates for SMS/email
3.15. Stripe
• Function: Payment intent webhook — Post-payment review solicitation
• Sample: Action only after successful charge
3.16. Jotform
• Function: Submission trigger — Automatically send follow-up review link
• Sample: Collect feedback with dynamic survey upon trigger
3.17. Typeform
• Function: Webhook responder — Send post-session surveys
• Sample: Pre-fill practitioner/visit data
3.18. Monday.com
• Function: Automations — Status-driven action sends review email/SMS
• Sample: Board status changes trigger notifications
3.19. Microsoft Outlook
• Function: Power Automate flow — Auto-email client survey after event
• Sample: Calender event triggers review request email
3.20. Intercom
• Function: Post-visit campaign — Automated message with embedded review link
• Sample: Segment by recent healthcare appointment
**Benefits**
4.2. Reduces staff hours spent on manual client outreach.
4.3. Increases online ratings and search ranking.
4.4. Ensures message consistency and timely follow-ups.
4.5. Allows tracking of client sentiment over time for ongoing quality improvement.
4.6. Supports HIPAA and local data privacy for sensitive client information.
4.7. Multi-channel approach covers both digital-savvy and traditional clients.
4.8. Customization enables practitioner branding and personalization.
4.9. Enables actionable alerts for low respondent rates, minimizing missed opportunities.