Automated feedback and survey collection after visits

Purpose

1.1. Automatically send feedback or survey requests to patients after visits to gather insights into their experience, improve services, ensure regulatory compliance, support quality initiatives, and detect early issues.
1.2. Drive continuous improvement in allergy care by systematically capturing real patient sentiment and service outcomes, reducing manual outreach load.

Trigger Conditions

2.1. Completion of patient visit as logged in the EHR or practice management system.
2.2. Billing event finalized or appointment marked as "completed".
2.3. Custom time-based triggers e.g., schedule feedback 1 day post-visit.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use Messaging API, set trigger to send templated SMS survey link after visit completion (Payload: Patient phone, survey URL)

3.2. SendGrid
• Feature/Setting: Configure Transactional API v3, trigger email with embedded survey when a visit is marked complete.

3.3. HubSpot
• Feature/Setting: Use Workflows, trigger feedback form email based on CRM visit status update, link form response to patient profile.

3.4. SurveyMonkey
• Feature/Setting: Use Webhooks, auto-send survey URL upon inbound webhook from EHR post-visit.

3.5. Typeform
• Feature/Setting: Generate unique survey links, trigger via webhook integration with EHR.

3.6. Jotform
• Feature/Setting: Use API to pre-fill patient email, trigger send via email notifications post-visit.

3.7. Google Forms
• Feature/Setting: Script with Apps Script to automate personalized email invites upon calendar entry completion.

3.8. Mailchimp
• Feature/Setting: Automations, trigger a feedback campaign based on segment update from visit status webhook.

3.9. Zendesk
• Feature/Setting: Trigger automation when a visit ticket is closed, sending satisfaction survey via email.

3.10. Salesforce Health Cloud
• Feature/Setting: Build flow to email Feedback Request on “Visit Completed” event in patient record.

3.11. Microsoft Power Automate
• Feature/Setting: Create flow that listens to EHR database and emails survey via Outlook upon visit completion.

3.12. ActiveCampaign
• Feature/Setting: Create automations based on custom field update (visit status), send post-visit survey.

3.13. Intercom
• Feature/Setting: Use event-based messaging to show in-app survey for telehealth users post consultation.

3.14. OneSignal
• Feature/Setting: Push notifications for mobile app users, trigger survey after visit logged as finished.

3.15. Slack
• Feature/Setting: Slackbot reminder to staff to manually follow-up with special feedback link for outliers.

3.16. Pipedrive
• Feature/Setting: Workflow automation, trigger email with survey link when deal moves to completed stage.

3.17. Qualtrics
• Feature/Setting: REST API trigger to send tailored survey when patient is tagged "Survey Ready" in system.

3.18. Medallia
• Feature/Setting: Appointment completion triggers SMS/email survey based on API event.

3.19. Podium
• Feature/Setting: Auto-Text patients for Google Review or custom feedback once appointment is finalized.

3.20. Zoho CRM
• Feature/Setting: Workflow rule: on update of “Visit Status,” auto-email patient with embedded survey link.

Benefits

4.1. Rapid and systematic patient feedback at scale without manual effort.
4.2. Immediate identification of service/gaps or patient dissatisfaction for prompt response.
4.3. Improved compliance with quality and regulatory standards for allergy practice.
4.4. Data-driven patient engagement insights to drive continual improvement and practice growth.
4.5. Reduces admin burden, freeing staff for higher-value patient care actions.