Marketing & Reputation ManagementPurpose
1.2. Automating the solicitation of reviews after appointments increases review volume automatedly and enhances overall brand perception in the medical specialists sector.
1.3. Automated review requests ensure every consult is followed up, minimize manual intervention, and support ongoing marketing efforts.
Trigger Conditions
2.2. Automate after a set time interval (e.g., 2 hours post-consult) via scheduler.
2.3. Automate upon updating patient status to "seen," "completed," or equivalent in backend systems.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Automate sending SMS reviews using Programmable Messaging API; sample config: trigger SMS flow on appointment completion event.
3.2. SendGrid
• Feature/Setting: Automate templated email reviews with Mail Send API; configure dynamic templates for psychiatrists.
3.3. Gmail API
• Feature/Setting: Automate Gmail draft/send with OAuth2 access, pre-build review email, trigger upon calendar event change.
3.4. Outlook 365 API
• Feature/Setting: Automate sending review emails through Microsoft Graph / Mail.Send endpoint on consult status update.
3.5. Salesforce
• Feature/Setting: Automate new task creation and EmailMessage in Service Cloud; use Process Builder for event-driven triggers.
3.6. Zoho CRM
• Feature/Setting: Automate workflows for review-remainder emails via 'Workflow Rules'.
3.7. HubSpot
• Feature/Setting: Automate post-appointment email sequences using 'Workflows'.
3.8. Mailchimp
• Feature/Setting: Automate targeted review campaigns via API, configure “automated” campaigns for patient segments.
3.9. ActiveCampaign
• Feature/Setting: Automate post-consult review follow-ups using Automations builder; trigger based on contact update.
3.10. Slack
• Feature/Setting: Automate notification to psychiatrist channel using Incoming Webhooks after a review is submitted.
3.11. Google Forms
• Feature/Setting: Automate personalized form links for feedback, sent through direct email/API trigger.
3.12. SurveyMonkey
• Feature/Setting: Automate survey invitations post-appointment using Create Survey Collector API.
3.13. Facebook Messenger
• Feature/Setting: Automate review requests in Messenger with Send API, triggered by appointment system webhook.
3.14. WhatsApp Business API
• Feature/Setting: Automate post-consult messages using Template Messages for verified accounts.
3.15. Zendesk
• Feature/Setting: Automate ticket creation or trigger macros for review solicitation upon appointment closure.
3.16. Intercom
• Feature/Setting: Automate chat follow-up for review requests by configuring Custom Bots after interaction.
3.17. DrChrono
• Feature/Setting: Automate patient status hook and send emails via DrChrono Webhooks + Email API.
3.18. Calendly
• Feature/Setting: Automate workflow integration via Webhooks to fire email/SMS post-appointment completion.
3.19. Zapier
• Feature/Setting: Automator to link triggers (consult complete) with communications actions across apps.
3.20. Practice Fusion
• Feature/Setting: Automate follow-up messaging or export consult completions for batch review request via secure messaging.
3.21. Google Calendar
• Feature/Setting: Automate detection of appointment end via Calendar API, send review request on event status update.
3.22. Microsoft Teams
• Feature/Setting: Automate notification to admin or marketing team after a review is received using Incoming Webhook or Bot API.
Benefits
4.2. Automates feedback collection, generating valuable insights.
4.3. Automates patient engagement, nurturing trust and loyalty.
4.4. Automates review volume increase, aiding SEO and social proof.
4.5. Automation improves staff productivity by removing manual tasks.
4.6. Automation ensures timely, consistent patient follow-up.
4.7. Automating communication reduces risk of missed reviews.
4.8. Automator allows scalable, multi-platform execution.