Purpose
1.2. Drive marketing optimization, regulatory compliance, and reputation management by systematically capturing patient sentiments post-appointment, including sensitive considerations unique to reproductive health.
1.3. Deliver multichannel survey invitations (SMS, email, voice, or web), then aggregate and analyze responses for actionable insight supporting continuous patient engagement.
Trigger Conditions
2.2. Billing event or discharge summary finalized.
2.3. Time-delay post-encounter (e.g., 2 hours after visit).
2.4. Manual staff initiation when desired.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Use Programmable SMS API; configure post-appointment patient number and templated survey message (sample: POST to /Messages).
3.2. SendGrid
• Feature/Setting: Email API; trigger transactional email using recipient patient’s email, survey template, and personalization variables (POST to /mail/send).
3.3. SurveyMonkey
• Feature/Setting: Create survey; use Webhooks/Collector API to send unique survey links upon discharge.
3.4. Typeform
• Feature/Setting: Embed or link survey; automate distribution with Typeform Webhooks and patient list integration.
3.5. Google Forms
• Feature/Setting: Auto-generate prefilled survey links; use Apps Script for email/SMS distribution post-appointment.
3.6. Mailchimp
• Feature/Setting: Trigger automated survey campaign via API, segmenting audience by recent visits.
3.7. Jotform
• Feature/Setting: Use Jotform API to create and send surveys; Webhook callback for response tracking.
3.8. WhatsApp Business API
• Feature/Setting: Send templated encrypted survey invitations via WhatsApp post-visit.
3.9. Salesforce Health Cloud
• Feature/Setting: Process Builder/Flow to auto-send survey emails/SMS after case status=“closed”.
3.10. HubSpot
• Feature/Setting: Workflows trigger survey emails based on custom “Patient Visit Complete” property.
3.11. ActiveCampaign
• Feature/Setting: Automations send survey campaign when “visit status” tag is added.
3.12. Qualtrics
• Feature/Setting: API triggers a survey distribution to patient contact field after each appointment entry.
3.13. Facebook Messenger API
• Feature/Setting: Send personalized survey links via Messenger once encounter logged.
3.14. Zendesk
• Feature/Setting: Ticket closed event triggers CSAT survey email/SMS to patient.
3.15. Intercom
• Feature/Setting: Automated chat message/survey sent to profile tagged “recent patient”.
3.16. PatientPop
• Feature/Setting: PatientPop completes appointment, system launches satisfaction survey by configured channel.
3.17. Formstack
• Feature/Setting: Post-visit Formstack Form/API generates survey and distributes via integrated email/SMS.
3.18. Slack
• Feature/Setting: Incoming webhook posts response summaries to staff channel after patient survey completion.
3.19. OneSignal
• Feature/Setting: Automated push notification to patient app with satisfaction survey link (via REST API).
3.20. Bitrix24
• Feature/Setting: Workflow automation sends Bitrix24 survey email post patient record update.
3.21. Zoho CRM
• Feature/Setting: Workflow rule—trigger survey email/SMS integration when patient status=“attended”.
Benefits
4.2. Reduces manual staff workload while standardizing experience measurement for compliance and quality.
4.3. Informs operational and service enhancements, supporting patient-centric care and marketing growth.
4.4. Drives data-driven reputation management and benchmarking through efficient patient engagement analytics.