Automated review request upon discharge

Purpose

1.1. This automation automates the process of sending review requests to patients after discharge from a bonesetting house, ensuring timely feedback collection for marketing and retention.
1.2. The automated system increases response rates by engaging patients immediately, promoting reputation management, service improvements, and patient loyalty.
1.3. Automates the workflow to ensure no discharge is missed, maximizing review coverage and actionable insights for the business.

Trigger Conditions

2.1. Automated trigger upon status change in EHR or CRM from “Active” to “Discharged.”
2.2. Triggers when a discharge form is submitted and a valid contact method (SMS/email) exists.
2.3. Optionally, automates post-discharge tasks when follow-up protocols are logged as complete.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: SMS API – configure to send a template review request SMS upon discharge event.

3.2. SendGrid
• Feature/Setting: Transactional Email API – automate sending personalized review emails by mapping email event to discharge status.

3.3. Mailchimp
• Feature/Setting: Customer Journey Automator – trigger review request campaign from contact segment “Recently Discharged.”

3.4. Slack
• Feature/Setting: Workflow Builder – automates posting reminders for staff to follow up with discharged patients if not yet reviewed after 48 hours.

3.5. Google Sheets
• Feature/Setting: Apps Script trigger – automates row update when discharge is logged, invoking review request via integration.

3.6. Salesforce
• Feature/Setting: Process Builder or Flow Automator – set discharge as trigger to automate sending review request emails or SMS using connected apps.

3.7. HubSpot
• Feature/Setting: Workflow Automation – configure trigger on discharge date property, automatically sending templated review request email.

3.8. Zoho CRM
• Feature/Setting: Workflow Rules – automate review invitation upon discharge stage and integrate SMS or email channels.

3.9. Intercom
• Feature/Setting: Automated Campaigns – sent based on “Discharged” user attribute changing, with personalized message.

3.10. ActiveCampaign
• Feature/Setting: Automation Builder – automate workflow beginning with patient “Discharged” tag, firing review request.

3.11. WhatsApp Business API
• Feature/Setting: Automated message trigger – sends review request via WhatsApp when patient is marked as discharged.

3.12. Facebook Messenger Platform
• Feature/Setting: Automated message flow in Messenger API – automate review prompt sent after discharge label applied.

3.13. Constant Contact
• Feature/Setting: Automated Email Campaigns – trigger automation to send review request on new contact addition to “Discharged Patients” list.

3.14. SurveyMonkey
• Feature/Setting: Automated Survey Invitations – API automates sending feedback survey linked to discharge event.

3.15. Calendly
• Feature/Setting: Workflow Automator – initiate automated review follow-up based on appointment outcome field as “Discharged.”

3.16. Microsoft Power Automate
• Feature/Setting: Flow template to monitor EHR discharge event, automates sending email/SMS review request.

3.17. Airtable
• Feature/Setting: Automation scripts – configure to run on status change to “Discharged” and automate external review request communications.

3.18. Zendesk
• Feature/Setting: Trigger-based Automator – automation rules monitor ticket status update to “Discharged” and send review email.

3.19. Pipedrive
• Feature/Setting: Workflow Automation – automates review request email/SMS as patient moves to “Discharged” pipeline stage.

3.20. Google Forms
• Feature/Setting: Apps Script or connected workflow automates sending a form link as a review request to discharged patient contacts.

3.21. ClickSend
• Feature/Setting: Automated SMS Gateway API – setup to send review request SMS triggered by patient status API event.

3.22. Outlook (Microsoft 365)
• Feature/Setting: Power Automate email workflow – automates dispatch of review template triggered by discharge log in shared calendar.

3.23. Zapier
• Feature/Setting: Discharge event in source system automates workflow to send review invitation across email or SMS platforms of choice.

Benefits

4.1. Automates review request delivery, improving consistency and coverage.
4.2. Increases review volume and response rates for bonesetting houses.
4.3. Automating feedback gathering supports marketing, retention, and improved online reputation.
4.4. Provides trackable, auditable process for quality assurance and staff performance.
4.5. Reduces manual effort, saves staff time, and automates repetitive post-discharge communication.
4.6. Enables multi-channel automation—SMS, email, messaging, forms—to maximize patient reach.
4.7. Automates escalation or reminders if reviews not completed within timeframe.
4.8. Automation improves data-driven decision making through streamlined review feedback collection.