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Automated collection of patient satisfaction surveys

Purpose

1.1. Automate the distribution, collection, and collation of patient satisfaction surveys post-visit for pediatric clinics to optimize feedback gathering and response rates.
1.2. Automates post-consultation engagement to assess care quality, identify improvement areas, and verify patient satisfaction, feeding directly into continuous process improvement.
1.3. Enables automatable workflows ensuring every patient’s guardian receives a survey at pre-set intervals via multiple channels, automatedly enhancing communication consistency.

Trigger Conditions

2.1. Patient appointment status marked as completed in EHR/CRM.
2.2. Discharge event from the clinic registered in backend systems.
2.3. Manual flag set by pediatric support staff for bespoke survey send.
2.4. Patient follow-up scheduled or missed triggering automated survey outreach.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use programmable SMS API; configure messaging service with recipient number, clinic identifier, template survey invitation.
3.2. SendGrid
• Feature/Setting: Integrate with transactional email API; automate emails with customized subject and HTML survey links.
3.3. Mailchimp
• Feature/Setting: Set up automated campaign, dynamic list segmenting, and configure event-driven survey dispatch.
3.4. Google Forms
• Feature/Setting: Generate survey link with pre-filled identifiers; sent via automated notification or email.
3.5. Typeform
• Feature/Setting: Create survey form, enable webhooks to integrate with patient record system, and automate reminders.
3.6. SurveyMonkey
• Feature/Setting: Trigger sending of personalized survey invitations post-visit via API integration.
3.7. Microsoft Power Automate
• Feature/Setting: Automate end-to-end survey flow using template connectors such as Outlook, Forms, and Teams notifications.
3.8. Zapier
• Feature/Setting: Use multi-step zap to watch EHR/CRM, send survey via email/SMS, log response to Google Sheets.
3.9. HubSpot
• Feature/Setting: Automate workflow with post-appointment contact properties; trigger survey email from CRM record.
3.10. Salesforce
• Feature/Setting: Automate post-case closure survey via Salesforce Flow, connect with Pardot/Marketing Cloud for multichannel send.
3.11. Intercom
• Feature/Setting: Set up event-based chat or email survey automation upon appointment completion.
3.12. ActiveCampaign
• Feature/Setting: Automate sequence sending survey links based on pediatrician's appointment pipeline status.
3.13. Formstack
• Feature/Setting: Automate survey share based on form submission or workflow conditions in pediatric records.
3.14. Pipedrive
• Feature/Setting: Automate post-deal workflow, integrate with email/SMS services to dispatch patient feedback surveys.
3.15. Freshdesk
• Feature/Setting: Automate survey outreach after support ticket resolution related to pediatric consult.
3.16. Slack
• Feature/Setting: Automated bot sends surveys to opted-in guardians using scheduled or event-based triggers.
3.17. WhatsApp Business API
• Feature/Setting: Automate WhatsApp template survey messages sent after discharge via approved business API.
3.18. Facebook Messenger API
• Feature/Setting: Send automated surveys through Messenger using conversation identifiers post-appointment.
3.19. Constant Contact
• Feature/Setting: Automate timed survey campaigns to segmented guardian lists post-child’s visit.
3.20. Klaviyo
• Feature/Setting: Trigger post-visit survey email flows based on pediatric CRM/list inclusion events.
3.21. Calendly
• Feature/Setting: Automate survey dispatch using webhooks upon scheduled appointment fulfillment.
3.22. Jotform
• Feature/Setting: Embed automatable survey forms in follow-up emails/SMS using unique patient keys.

Benefits

4.1. Automated collection accelerates feedback cycle and boosts response rates.
4.2. Minimizes manual intervention, allowing pediatric clinic staff to focus on quality care.
4.3. Ensures every eligible patient/guardian receives a timely, consistent survey, automating compliance.
4.4. Enables real-time, automatable aggregation of satisfaction data for continuous improvement.
4.5. Delivers omnichannel survey automation, maximizing accessibility and patient engagement.

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