Patient Engagement & CommunicationPurpose
1.2. Collect scalable patient feedback on symptoms, wellbeing, and adherence, supporting personalized care and regulatory documentation.
1.3. Integrate responses into practice management tools, triggering alerts for at-risk patients and seamless follow-up scheduling.
Trigger Conditions
2.2. Event-driven triggers (after appointment, upon treatment plan completion).
2.3. Patient-initiated (through web portal/app button press).
Platform Variants
3.1. Twilio SMS
• Feature: Programmable Messaging.
• Setting: Automated SMS questionnaire; configure Webhook for survey links via Twilio Studio Flow.
3.2. SendGrid
• Feature: Dynamic Templates API.
• Setting: Email dispatch with questionnaire link, personalized fields merged with patient data.
3.3. Google Forms
• Feature: Forms API.
• Setting: Pre-build check-in forms; auto-send form URL via API; responses routed to practice email or spreadsheet.
3.4. Typeform
• Feature: Webhooks/API.
• Setting: Auto-generate survey links; retrieve responses via API; trigger alerts for critical responses.
3.5. Mailchimp
• Feature: Automated Campaigns.
• Setting: Schedule email campaigns to patient lists; embed questionnaire links.
3.6. Slack
• Feature: Workflow Builder.
• Setting: Scheduled direct messages with embedded health forms for internal teams or patients using Slack Connect.
3.7. Microsoft Teams
• Feature: Power Automate Flows.
• Setting: Scheduled Teams message with Forms link; collect responses centrally.
3.8. WhatsApp Business API
• Feature: Template Message API.
• Setting: Automated check-in prompts with deep links to web-based questionnaires.
3.9. HubSpot
• Feature: Workflow Automation.
• Setting: Automated email tasks with questionnaire URLs triggered by deal or contact milestones.
3.10. Salesforce
• Feature: Process Builder/Flow Builder.
• Setting: Task assignment and automated survey emails based on patient status fields.
3.11. SurveyMonkey
• Feature: Collector API.
• Setting: Programmatic creation of check-in links; automate response collection and exports.
3.12. Zoho CRM
• Feature: Workflow Rules + Webforms.
• Setting: Trigger Zoho Survey invitation on patient status update; store answers to contact record.
3.13. Airtable
• Feature: Automations.
• Setting: Scheduled record filtering to email patients unique form links using Send Email action.
3.14. Monday.com
• Feature: Automations Center.
• Setting: Trigger item update to prompt patient check-in survey via integrated emails.
3.15. ActiveCampaign
• Feature: Automation Builder.
• Setting: Automatically email health check-ins based on patient tags or segments.
3.16. Calendly
• Feature: Workflows (email/text follow-ups).
• Setting: After appointment trigger to send follow-up questionnaire via SMS/email.
3.17. Jotform
• Feature: Webhook API.
• Setting: Distribute personalized forms via webhook on patient status change event.
3.18. Intercom
• Feature: Message Campaigns API.
• Setting: Send in-app survey links based on user engagement criteria.
3.19. Klaviyo
• Feature: Flow Automation.
• Setting: Trigger check-in emails via patient behavioral or profile conditions.
3.20. PatientPop
• Feature: Automated communications.
• Setting: Auto-send feedback surveys after appointments; responses logged in portal.
3.21. Zapier
• Feature: Multi-step Automations.
• Setting: Chain trigger from practice software to SMS/email survey tool of choice.
3.22. DrChrono
• Feature: Clinical Notes Automation.
• Setting: Trigger questionnaire after encounter, storing results in patient chart.
Benefits
4.2. Improves patient retention via proactive communication.
4.3. Enables rapid adjustments to care plans driven by real-time data.
4.4. Reduces administrative workload, freeing resources for core therapy.
4.5. Centralizes data for audit and regulatory needs across modalities.