Patient Communication & Follow-upPurpose
1.2. Enable automated patient communication, reduce manual follow-up, ensure rapid feedback, and foster continuous service improvement in the healthcare and IV therapy sector.
1.3. Automates the collection, analysis, and routing of survey responses for actionable insights using healthcare-compliant systems.
Trigger Conditions
2.2. Triggers based on patient record updates, electronic health record (EHR) entries, or clinician-logged discharge events.
2.3. Automator triggered by appointment management system status change, or payment/insurance claim finalization.
Platform Variants
• Feature/Setting: SMS API – Configure automated message flow with patient number merge fields, send survey link upon session status update.
3.2. SendGrid
• Feature/Setting: Transactional email API – Automate distribution of templated email surveys on appointment-completion webhook.
3.3. Mailchimp
• Feature/Setting: Journey automation – Schedule survey emails using automation workflow after EHR API signals patient visit completion.
3.4. Google Forms (via Google Workspace API)
• Feature/Setting: Forms API – Auto-generate survey links, automate email delivery via Gmail API on patient status change.
3.5. SurveyMonkey
• Feature/Setting: Webhook automation – Automate survey invitations triggered by external system callbacks.
3.6. Typeform
• Feature/Setting: API integration – Automated survey creation, personalized link dispatch via CRM connector after therapy record finalization.
3.7. Medallia
• Feature/Setting: Digital survey automator – Automatically schedule and distribute surveys from EHR integration points.
3.8. Qualtrics
• Feature/Setting: Survey distribution API – Automate survey workflows on defined patient lifecycle events.
3.9. Salesforce Health Cloud
• Feature/Setting: Process Builder automation – Configure survey triggers after each IV therapy process milestone.
3.10. Zendesk
• Feature/Setting: Trigger-based survey automator – Send survey emails/SMS via custom tickets upon case resolution.
3.11. Intercom
• Feature/Setting: Post-event Message automation – Deploy in-app messages with survey links post-therapy.
3.12. HubSpot
• Feature/Setting: Workflow automation – Automate survey campaigns based on patient contact property update.
3.13. Freshdesk
• Feature/Setting: Post-ticket workflow automation – Distribute satisfaction survey after service ticket completion.
3.14. ActiveCampaign
• Feature/Setting: Automations – Launch survey emails upon new entry from intake form triggers.
3.15. G Suite Apps Script
• Feature/Setting: Script triggers – Automatically run scripts to send Google Form surveys based on Sheets updates.
3.16. Jotform
• Feature/Setting: API webhook – Automate survey invitations using post-care webhook listener.
3.17. Constant Contact
• Feature/Setting: Automated Email Series – Distribute patient survey automatically based on audience segmentation.
3.18. Microsoft Power Automate
• Feature/Setting: Flow automation – Trigger survey notifications via Forms and Outlook post-patient discharge event.
3.19. Zoho CRM
• Feature/Setting: Workflow Rules – Automate emailing survey forms when patient deal stage is marked “completed.”
3.20. Slack
• Feature/Setting: Workflow Builder – Automated direct messaging of survey links when patient communication channel updated.
Benefits
4.2. Provides consistent, timely automated communication and actionable data for quality improvement.
4.3. Fully automatable process enables scalable, continuous patient engagement in IV therapy services.
4.4. Ensures reliable, regulated data capture while automating compliance for healthcare industry requirements.
4.5. Optimizes the patient experience cycle with seamless automation at every communication touchpoint.