Patient satisfaction survey automation

Purpose

1. Automate the distribution, collection, and analysis of patient satisfaction surveys post-consultation or treatment in oncology centers.

2. Automates real-time feedback loops to improve patient care, communication, and engagement.

3. Automating survey timing, multichannel delivery, and analytics ensures actionable insights for continuous improvement.

4. Enables automated reminders and escalations based on non-responses and negative feedback patterns.

5. Automatedly connects survey data to patient records and satisfaction dashboards for proactive decision making.

Trigger Conditions

1. Automatable on completion of patient appointment or discharge.

2. Can be triggered after treatment milestone in EHR/EMR.

3. Automated periodic follow-up (e.g., 7 or 30 days post-discharge).

4. Upon manual flagging by care coordinator for specific survey dispatch.

5. Automates on receipt of specific data (e.g., treatment type/doctor involved).

Platform Variants

1. Twilio (SMS/MMS/Voice)

• Feature/Setting: Programmable Messaging
• Sample: Configure “Create Message” API to send automated SMS requests and reminders.

2. SendGrid

• Feature/Setting: Mail Send API
• Sample: Automate the email survey dispatch using v3/mail/send endpoint with patient data variables.

3. Mailchimp

• Feature/Setting: Automated Email Campaigns
• Sample: Automate onboarding using API-triggered journeys after treatment completion.

4. SurveyMonkey

• Feature/Setting: Webhooks & Collectors API
• Sample: Automate survey creation and automatic collector link distribution after appointment.

5. Google Forms

• Feature/Setting: Forms API
• Sample: Automate creation and sending of unique survey links via API upon care event.

6. Typeform

• Feature/Setting: Responses API
• Sample: Automate survey link sending and fetch responses programmatically after discharge.

7. Microsoft Teams

• Feature/Setting: Adaptive Cards via Incoming Webhooks
• Sample: Automated notification to care team with patient response data.

8. Salesforce Health Cloud

• Feature/Setting: Flow Builder/API
• Sample: Automates survey triggers via Process Builder or Flow on specific patient milestones.

9. HubSpot

• Feature/Setting: Workflows and APIs
• Sample: Automate internal ticket/notification creation based on survey feedback.

10. Slack

• Feature/Setting: Incoming Webhooks/Slack API
• Sample: Automated alerts in specific channels when negative survey feedback is received.

11. Zendesk

• Feature/Setting: Trigger & Automations
• Sample: Create automated support ticket for any dissatisfied survey response.

12. Freshdesk

• Feature/Setting: Scenario Automation
• Sample: Auto-generate follow-up or escalation for low survey scores.

13. ActiveCampaign

• Feature/Setting: Automated Email/Conditional Logic
• Sample: Automate drip surveys and track responses in patient profiles.

14. Klaviyo

• Feature/Setting: Flows/Automations
• Sample: Automator for post-treatment survey sending and segmentation.

15. WhatsApp Business API

• Feature/Setting: Automated Message Templates
• Sample: Send surveys as WhatsApp messages automatically after appointments.

16. Qualtrics

• Feature/Setting: Distribution API
• Sample: Automate personalized survey dispatch and real-time feedback collection.

17. Zoho CRM

• Feature/Setting: Workflow Automation
• Sample: Trigger automated survey emails at treatment milestones.

18. Calendly

• Feature/Setting: Webhooks
• Sample: Automate survey trigger post confirmed appointments.

19. Airtable

• Feature/Setting: Automation Scripts
• Sample: Automatically log and track survey delivery/response data.

20. Intercom

• Feature/Setting: Auto Messages
• Sample: Automate in-app surveys and collect feedback after telehealth sessions.

21. Medallia

• Feature/Setting: Surveys API
• Sample: Automator integration for personalized, timed survey delivery.

Benefits

1. Automates labor-intensive follow-ups, saving administrative time.

2. Delivers surveys at optimal times, increasing completion rates.

3. Automated analysis provides rapid quality improvement data.

4. Enables quick, automated responses/escalations to dissatisfaction.

5. Increases patient engagement and perception of personalized care through automations.

6. Reduces risk of manual errors and ensures auditability through automated logs.

7. Automatedly aggregates insights for regulatory reports and accreditation.

8. Supports omni-channel engagement strategies with automation flexibility.

9. Enhances care team coordination via instant alerts/automations.

10. Allows scalable, continuous patient satisfaction measurement through automation.