Post-appointment feedback collection

Purpose

1.1. Automate post-appointment feedback collection to capture patient satisfaction and insights in ophthalmology clinics.
1.2. Automating this ensures timely, consistent solicitation of feedback, enables quality monitoring, and fuels continuous improvement.
1.3. The automation process collects structured feedback, integrates data with CRM/EHR, and generates actionable reports for staff.
1.4. Automate reminder flows, escalations for low ratings, and automatedly store feedback in analytics dashboards.

Trigger Conditions

2.1. Appointment status changes to “Completed” in EHR or scheduling software.
2.2. Time delay post-appointment (e.g., 1 hour to 24 hours).
2.3. If no feedback received, automate a reminder after a configurable interval.
2.4. Automate escalation for adverse/critical feedback to management.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate sending SMS with feedback link; configure via Twilio Messaging API.
3.2. SendGrid
• Feature/Setting: Use Mail Send API to automate delivery of personalized feedback emails.
3.3. Mailgun
• Feature/Setting: Automator triggers sending transactional feedback emails with templates.
3.4. SurveyMonkey
• Feature/Setting: Automate survey distribution using CreateCollector and SendCollector API endpoints.
3.5. Google Forms
• Feature/Setting: Automate feedback requests with Forms API batchCreate; embed patient details with prefill.
3.6. Typeform
• Feature/Setting: Automating new response request via Create Responses API endpoint.
3.7. HubSpot
• Feature/Setting: Workflow automation to send post-appointment feedback forms via Marketing Email API.
3.8. Salesforce
• Feature/Setting: Automate post-appointment communication using Process Builder or Flow Builder.
3.9. Zoho CRM
• Feature/Setting: Automate feedback email using workflow alerts and custom functions.
3.10. WhatsApp Business Cloud API
• Feature/Setting: Automatedly send feedback solicitation templates; configure POST /messages endpoint.
3.11. Microsoft Outlook
• Feature/Setting: Automating follow-up emails using Microsoft Graph API /sendMail.
3.12. Slack
• Feature/Setting: Automate direct feedback form sharing via chat.postMessage API.
3.13. Airtable
• Feature/Setting: Automate feedback record creation via Airtable API createRecord endpoint.
3.14. Freshdesk
• Feature/Setting: Automate ticket generation for negative feedback using Ticket API.
3.15. Zendesk
• Feature/Setting: Automate satisfaction survey with Zendesk Trigger and Email API.
3.16. Intercom
• Feature/Setting: Automate in-app feedback survey with Conversations API.
3.17. Shopify
• Feature/Setting: Automate email feedback post-clinic store purchase using webhook events/order API.
3.18. JotForm
• Feature/Setting: Automating sending pre-filled forms via JotForm Create Form/Send Invitation API.
3.19. ActiveCampaign
• Feature/Setting: Automated feedback requests via automation workflows and POST /contacts API.
3.20. Calendly
• Feature/Setting: Automate post-meeting feedback solicitation with webhook event “invitee.completed” and Automator webhook.

Benefits

4.1. Ensures automated and standardized collection of patient experience data.
4.2. Reduces manual effort, creating a fully automatable process for staff.
4.3. Accelerates identification of issues and automates escalation for urgent cases.
4.4. Boosts patient engagement by automating personalized, timely feedback requests.
4.5. Enables automated analytics and reporting for continuous process optimization.