Patient Engagement & CommunicationPurpose
1.2. Ensure every patient receives a timely, personalized survey via their preferred channel after each visit.
1.3. Integrate collected feedback into practice CRM/EHR systems for analytics and patient follow-up.
Trigger Conditions
2.2. Patient record includes valid contact method (email/SMS/WhatsApp/etc.).
2.3. Optional: Trigger only for new patients, or for appointments with specific practitioners/modalities.
Platform Variants
3.1. Twilio
• Feature/Setting: Programmable Messaging API — Configure SMS body with patient name, appointment details, and survey link; set webhook for appointment trigger event.
3.2. SendGrid
• Feature/Setting: Marketing Campaigns with Dynamic Templates — Set automation to send survey email when appointment completion webhook fires.
3.3. Mailchimp
• Feature/Setting: Customer Journeys — Automate sending post-appointment survey emails using tags updated by the scheduling platform.
3.4. HubSpot
• Feature/Setting: Workflow Automation — Set “Appointment Complete” as workflow trigger, auto-send survey forms via email.
3.5. ActiveCampaign
• Feature/Setting: Automation Builder — Trigger flow on CRM deal stage update and send survey with conditional personalization.
3.6. SurveyMonkey
• Feature/Setting: Webhooks — Automate sending unique survey links to patient contact using scheduling software integration.
3.7. Typeform
• Feature/Setting: Hidden Field Prepopulation — Generate personalized survey URLs embedded in messages sent post-appointment.
3.8. Google Forms + Gmail API
• Feature/Setting: Use Apps Script to send personalized form invitations when appointment events are logged.
3.9. Microsoft Outlook/Power Automate
• Feature/Setting: Trigger from calendar event completion and automate survey email dispatch.
3.10. WhatsApp Business API
• Feature/Setting: Send templated automated messages with survey links based on appointment triggers.
3.11. Zendesk
• Feature/Setting: Support Automation — Send satisfaction surveys through ticket closure events.
3.12. Salesforce
• Feature/Setting: Process Builder — Automate survey dispatch when appointment object status updates to completed.
3.13. Pipedrive
• Feature/Setting: Workflow Automation — Set survey sending on deal stage or activity completion.
3.14. Zoho CRM
• Feature/Setting: Workflow Rules — Trigger survey email/SMS after appointment is marked closed.
3.15. Klaviyo
• Feature/Setting: Flows — Launch post-session survey sequence per contact after appointment tag change.
3.16. Freshdesk/Freshservice
• Feature/Setting: Post-Ticket Automation — Survey sent upon service or ticket closure marking appointment end.
3.17. Slack
• Feature/Setting: Workflow Builder — Automated direct messages with survey link to patient workspace.
3.18. Intercom
• Feature/Setting: Customer Messaging Campaigns — Following conversation/event, auto-send survey.
3.19. Calendly
• Feature/Setting: Workflows — Configure automated follow-up email or SMS containing survey post-meeting.
3.20. Jotform
• Feature/Setting: Reminder Emails — Send personalized survey email after an external event using the API.
3.21. AirTable
• Feature/Setting: Automation Triggers — On “Appointment Done” record update, send email/SMS via integration.
3.22. Constant Contact
• Feature/Setting: Automated Email Series — Auto-send survey invitation after appointment confirmation date passes.
3.23. Qualtrics
• Feature/Setting: Survey Distribution Automation — API-triggered survey send based on third-party webhook.
3.24. PatientPop
• Feature/Setting: Automated Survey Requests — Set appointment completion as trigger in PatientPop dashboard.
3.25. Medesk
• Feature/Setting: Communication Module — Enable post-visit feedback surveys sent automatically by configuration.
Benefits
4.2. Saves staff time by removing manual survey sending and follow-up.
4.3. Supports regulatory/quality reporting with structured, timestamped feedback integrated into records.
4.4. Enhances patient engagement and demonstrates commitment to service improvement.