Review and testimonial collection automation

Purpose

1. Automate systematic collection of reviews and testimonials after treatment sessions

2. Enhance practitioner reputation in search results and on marketing materials

3. Boost patient engagement and new client conversion using authentic feedback

4. Reduce manual follow-up, standardize outreach, and ensure no missed feedback requests

5. Aggregate reviews to relevant platforms (Google, Yelp, Healthgrades, Facebook, etc.)

6. Enable rapid testimonials for search engine visibility and trust-building

Trigger Conditions

1. Completion of appointment in practice management system

2. Status change to “appointment attended” or “appointment completed”

3. Passage of preset period since treatment (e.g., same day, 1 day after)

4. Manual marking of patient record for follow-up

5. API webhook from EHR or scheduler

6. New invoice paid

7. Completion of intake form with consent to follow-up

Platform Variants

1. Twilio SMS

• Feature/Setting: Messaging API — configure automated post-appointment SMS with review link
  
• Sample: POST to /Messages endpoint, body includes dynamic link and personalization fields
  

2. SendGrid

• Feature/Setting: Transactional Templates — trigger email with embedded review prompt
  
• Sample: Use v3 Mail Send API with template ID mapped to “Review Request”
  

3. Mailchimp

• Feature/Setting: Automated Email Journeys — set post-visit trigger, automate feedback sequence
  
• Sample: Journey step "after appointment completed" sends review template
  

4. Zapier

• Feature/Setting: Webhooks & Email Parser — capture appointment completions, send requests to review system
  
• Sample: POST webhook from scheduler triggers Email/Survey tool action
  

5. Salesforce Health Cloud

• Feature/Setting: Process Builder/Flow — automatic review request email or SMS on appointment status change
  
• Sample: Flow automation fires “Review Request” template on Completed status
  

6. Google My Business API

• Feature/Setting: Review Invitation API — programmatically generate direct review invitation link
  
• Sample: Post API request to “accounts.locations.generateReviewInvitation”
  

7. ActiveCampaign

• Feature/Setting: Automated Follow-ups — use Contacts API to trigger review automation post-visit
  
• Sample: POST /contacts triggers automation with review email
  

8. SurveyMonkey

• Feature/Setting: Automated Surveys — API auto-generation of feedback surveys post-visit
  
• Sample: POST Create Collector, email with link after appointment
  

9. Yext

• Feature/Setting: Review Solicitation — API triggers review requests via email/SMS
  
• Sample: call POST /reviews/send_invites with contact details
  

10. Keap (Infusionsoft)

• Feature/Setting: Campaign Builder — create “after appointment” sequence with review email/SMS
  
• Sample: Trigger Email/SMS Action on campaign step
  

11. Jotform

• Feature/Setting: Prefilled Forms API — generate testimonial request links pre-filled with patient info
  
• Sample: Use prefill API after appointment
  

12. Typeform

• Feature/Setting: Response API — send unique links to patients for feedback collection
  
• Sample: POST to Notifications API after triggered event
  

13. Constant Contact

• Feature/Setting: Autoresponder — API triggers “Thank You” + review request by email campaign
  
• Sample: POST to /schedules on completed appointment
  

14. HubSpot

• Feature/Setting: Workflows — on appointment completion, trigger “review us” email
  
• Sample: Workflow action sends marketing email with embedded feedback form
  

15. SurveySparrow

• Feature/Setting: Automated Surveys — API auto-send to client list on schedule complete
  
• Sample: Use POST /contacts and schedule survey invitation
  

16. Intercom

• Feature/Setting: Automated Messages — send review request after marked conversation/appointment end
  
• Sample: Trigger message from API on appointment completion
  

17. SMSAPI

• Feature/Setting: SMS Campaigns — batch or 1-to-1 review request SMS through API
  
• Sample: POST to API with dynamic message and link
  

18. Facebook Messenger (via Messenger API)

• Feature/Setting: Automated Message — trigger feedback request on private chat after treatment
  
• Sample: Send POST to /me/messages for follow-up
  

19. Acuity Scheduling

• Feature/Setting: Appointment confirmation/tracking — API triggers post-session feedback email
  
• Sample: Use appointment.complete webhook event to trigger review step
  

20. Calendly

• Feature/Setting: Webhook notifications — auto-send review prompt post-meeting
  
• Sample: Use invitee.created/completed webhook for trigger
  

21. Zendesk

• Feature/Setting: Triggers and Automations — after case/appointment closure, auto-send testimonial request
  
• Sample: Use trigger “ticket status is solved” for automated email
  

22. PatientPop

• Feature/Setting: Automated Reputation Management — schedule patient review requests via platform triggers
  
• Sample: System-set rule, no coding required
  

Benefits

1. Consistent increase of genuine patient testimonials

2. Reduces workload of practice staff

3. Faster, more reliable review request outreach

4. Higher volume of positive ratings across multiple platforms

5. Rapid identification of unhappy patients for service recovery

6. Strengthens local search engine and social visibility

7. Automates follow-up timing for optimal engagement

8. Enables reporting on feedback effectiveness

9. Streamlined, policy-compliant communication

10. Maximized conversion potential from word-of-mouth marketing