Purpose
1.2. Automates collection of service quality data for continuous improvement and regulatory compliance.
1.3. Enables automated follow-up to increase response rates and engage stakeholders.
1.4. Enables automated segmentation by incident type, urgency, and patient demographics for refined analysis.
1.5. Provides auditable, automated trails of communication for internal reviews and external audits.
Trigger Conditions
2.2. Automatedly triggered after "discharge" event in electronic health record (EHR) system.
2.3. Automate based on time delay (e.g., 24 hours after service completion).
2.4. Automates based on a staff member marking a task as fulfilled in case management software.
2.5. Automates sending when a custom webhook indicates service delivery completion.
Platform variants
3.1. Microsoft Outlook 365
• Feature/Setting: Use "Send an email (V2)" action in Power Automate; configure to trigger from EHR integration.
3.2. Gmail (Google Workspace)
• Feature/Setting: Automate email sending via Gmail API using "users.messages.send" endpoint; trigger from form submit API.
3.3. SendGrid
• Feature/Setting: Use "Mail Send API"—automates feedback email delivery by matching medical case closure webhook.
3.4. Mailgun
• Feature/Setting: Automator uses "Messages API" to send templated feedback request when discharge detected.
3.5. Amazon SES (Simple Email Service)
• Feature/Setting: Automate email with "SendEmail" API action, integrated with health records event notifications.
3.6. Twilio SendGrid
• Feature/Setting: Leverage "Marketing Campaigns API" for scheduled, automated feedback requests.
3.7. Zoho Mail
• Feature/Setting: Automate with "SendMail" API on Zoho Flow event when case management indicates closure.
3.8. HubSpot
• Feature/Setting: Use "Workflows" to automate feedback requests based on "Deal Closed" or custom first aid properties.
3.9. Salesforce
• Feature/Setting: Automates with "Process Builder" or "Flow" to send email on "Case Closed" record updates.
3.10. Freshdesk
• Feature/Setting: Automating via "Dispatch'r" rules to send feedback request email post-ticket closure.
3.11. Zendesk
• Feature/Setting: Use automated "Triggers" to email feedback forms after ticket is marked as solved.
3.12. Intercom
• Feature/Setting: Automator uses "Outbound Messages API"—triggers based on service event webhooks.
3.13. ActiveCampaign
• Feature/Setting: Automate using "Automations"—"When custom field changed (status)" to send feedback emails.
3.14. Constant Contact
• Feature/Setting: Create "Email Automation Series" to send upon contact tag update (post-service tag).
3.15. Mailchimp
• Feature/Setting: Automated "Customer Journey" triggered by EHR webhook adding recipient to list.
3.16. Pipedrive
• Feature/Setting: Use "Workflow Automation" to email after deal (incident case) is marked as done.
3.17. Slack
• Feature/Setting: Automate bot DMs to staff to manually prompt feedback, using "chat.postMessage" API.
3.18. Monday.com
• Feature/Setting: Automator with "Automations"—sends email when item status changes to "Case Closed."
3.19. Smartsheet
• Feature/Setting: Use "Alerts & Actions" to automate feedback email when row status updated.
3.20. Asana
• Feature/Setting: Automates with "Rules"—sends Gmail or Outlook email when task/status set to "Resolved."
3.21. Google Forms
• Feature/Setting: Trigger automated email responder with form submission and response request.
3.22. Jotform
• Feature/Setting: Utilize "Autoresponder Emails" to automate feedback requests based on EHR data feed.
3.23. ClickSend
• Feature/Setting: Automate through "Transactional Email API" to send feedback after case event.
3.24. SAP SuccessFactors
• Feature/Setting: Automate feedback emails using "Intelligent Services Center Event Notifications."
Benefits
4.2. Automator ensures consistent feedback cycle for continuous quality improvement.
4.3. Automating improves compliance with medical industry communication best practices.
4.4. Automated feedback improves brand reputation and patient trust.
4.5. Automation reduces manual error and ensures timely contact post-service.