Patient Engagement & CommunicationPurpose
1.2. Consolidate review invitations to multiple channels (SMS, email, messaging apps) and funnel satisfied clients toward public reviews, while channeling complaints privately for resolution.
1.3. Save manual efforts for practitioners, encourage consistent feedback cycles, and support practice growth through robust online testimonials.
Trigger Conditions
2.2. Payment marked as received in billing or POS system.
2.3. Specific practitioner-defined milestones (e.g., after a treatment plan cycle completes).
2.4. Time-based rules (e.g., 24 hours post-session).
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Use programmable SMS API. Configure webhook to send review request SMS with patient name and unique review link post-appointment.
3.2. SendGrid
• Feature/Setting: Email API. Set up triggered transactional emails with client name, visit details, and review CTA when trigger is detected.
3.3. Mailchimp
• Feature/Setting: Automations > Customer Journeys. Configure journey trigger for appointment completion to send personalized email sequence requesting feedback.
3.4. WhatsApp Business API
• Feature/Setting: Template Message. Use appointment data to send templated message via WhatsApp with embedded review link.
3.5. Slack
• Feature/Setting: Incoming Webhooks. Notify staff channel for manual review follow-up or send reminder if client hasn't responded.
3.6. HubSpot
• Feature/Setting: Workflow Automation. Post-service workflow triggers email or SMS-based review request using contact engagement timeline.
3.7. Salesforce
• Feature/Setting: Process Builder or Flow. After a service case is closed, auto-send review invitation via preferred channel.
3.8. Google Sheets
• Feature/Setting: On Row Add trigger. Append new client info; trigger script to send review request using preferred platform.
3.9. Google Gmail API
• Feature/Setting: Automated 'thank you & review' email sent via Gmail API after event detected in Google Calendar or booking tool.
3.10. Outlook 365
• Feature/Setting: Power Automate flow on calendar event end to send branded feedback request email.
3.11. Calendly
• Feature/Setting: Integrate event ended Webhook to trigger downstream email/SMS review requests.
3.12. Acuity Scheduling
• Feature/Setting: After Appointment trigger for automated review email/SMS.
3.13. Zapier
• Feature/Setting: Multi-step Zap—New appointment completed → Send review invite via selected channel.
3.14. ActiveCampaign
• Feature/Setting: Automation workflow—After tag 'Appointment Complete' is added, start follow-up and review request sequence.
3.15. ReviewTrackers
• Feature/Setting: API-triggered review request—Generate link personalized per patient and email/SMS prompt.
3.16. Podium
• Feature/Setting: Trigger workflow to send SMS or text with review URL based on scheduling platform data.
3.17. Reputation.com
• Feature/Setting: API-driven invitation campaign post-consultation, routed to relevant review platform.
3.18. SurveyMonkey
• Feature/Setting: Automated survey links post-treatment via email, with completion leading to public review CTA.
3.19. Typeform
• Feature/Setting: Embedded review form link auto-emailed after session marked as complete.
3.20. Facebook Messenger
• Feature/Setting: Messenger Bot auto-message after session ends—ask for feedback, redirect to review site.
3.21. Intercom
• Feature/Setting: Automated chat or email review request triggered based on client action or CRM update.
3.22. Drip
• Feature/Setting: After-purchase workflow automation sends review request email or SMS.
Benefits
4.2. Early resolution of negative experiences before public exposure, protecting practice reputation.
4.3. Consistent, hands-off review solicitation reduces repetitive workload for practitioners.
4.4. Strengthened patient engagement and loyalty through regular communications.
4.5. Actionable insights from aggregate feedback support service quality improvements.