Referral feedback collection workflows

**Purpose**

1.1. Automate the process of collecting feedback from referral sources (e.g., physicians, therapists, partner clinics) post-admission and/or post-treatment of referred patients.
1.2. Improve relationship management with referral partners by gathering actionable insights and satisfaction levels systematically.
1.3. Support compliance, reporting, and accreditation requirements by maintaining records of outreach and feedback in the referral process.
1.4. Enhance marketing and reputation management by identifying high-performing referral channels and addressing issues rapidly.

**Trigger Conditions**

2.1. Patient admission sourced from an external referral is logged in EHR or CRM.
2.2. Completion of treatment or discharge of referred patient.
2.3. Referral partner details available in system (email, phone, or address).
2.4. Specified time delay post-admission or post-discharge for feedback solicitation.

**Platform Variants**

3.1. **Twilio SMS API**
• Feature/Setting: Automated SMS invitation with feedback link using Programmable SMS; configure 'sendMessage' with referral contact number, message body including feedback URL, and scheduling via webhook.

3.2. **SendGrid**
• Feature/Setting: Automated transactional email using 'Mail Send API'; set up single send template for feedback request, dynamic fields for referral contact details.

3.3. **Salesforce**
• Feature/Setting: Configure Process Builder/Flow to trigger feedback outreach on 'Referral Logged' or 'Patient Discharged' field changes; use Email Alert or SMS (if integrated).

3.4. **HubSpot**
• Feature/Setting: Marketing workflow automation in 'Workflows'; trigger email sequence when 'Referral Source' property is updated.

3.5. **Mailchimp**
• Feature/Setting: Automate feedback survey invitation emails via 'Customer Journey' builder using a list segmented by referral tag.

3.6. **SurveyMonkey**
• Feature/Setting: Create a feedback survey; use 'Send Survey' API to issue invitations driven by patient referral event.

3.7. **Google Forms + Gmail API**
• Feature/Setting: Pre-fill survey for referral source, auto-send using Gmail API 'users.messages.send' method on trigger from form submission or database update.

3.8. **Zoho CRM**
• Feature/Setting: Workflow rule when new referral contact is added or updated; send feedback request email/template via 'sendMail' API.

3.9. **ActiveCampaign**
• Feature/Setting: Automation with 'Start Trigger' as tag applied to referral partner and action as 'Send Email'.

3.10. **Constant Contact**
• Feature/Setting: Automated feedback invitation campaign linked to contact segment 'Referral Partners' using 'Automated Email Series'.

3.11. **Typeform**
• Feature/Setting: API-driven feedback form; 'Create respondent' endpoint used for personalized invitation when referral entered in system.

3.12. **Jotform**
• Feature/Setting: Submission-triggered workflow using Jotform API and webhooks for sending out feedback surveys to referral contacts.

3.13. **Slack**
• Feature/Setting: Notification to outreach team using 'chat.postMessage' on new referral source or post-discharge for manual feedback follow-up.

3.14. **Microsoft Power Automate**
• Feature/Setting: Automated flow with trigger 'When a record is created or modified' in the referral database; action to send email or Teams notification.

3.15. **Zendesk**
• Feature/Setting: Automated ticket creation when feedback is received; API 'Create Ticket' endpoint with referral feedback as subject.

3.16. **Freshdesk**
• Feature/Setting: Feedback received via form creates ticket using 'Create contact' and 'Create ticket' API.

3.17. **Intercom**
• Feature/Setting: Automated message to referral partners using 'Send Message' API based on database field update.

3.18. **SurveySparrow**
• Feature/Setting: API-triggered survey invite upon admission entry; use 'Create Link' and 'Send' endpoints.

3.19. **Airtable**
• Feature/Setting: New referral record triggers automation to send email using scripting/app integration with Gmail or SendGrid.

3.20. **Monday.com**
• Feature/Setting: 'Automations' feature to send notification and email to referral contact when status column changes to 'Feedback Requested'.

**Benefits**

4.1. Standardized and timely referral feedback collection process.
4.2. Enhanced referral partner satisfaction and retention.
4.3. Actionable reporting and performance tracking of outreach channels.
4.4. Time savings and reduced manual effort for outreach team.
4.5. Improved compliance and documentation for accreditation and audits.