Patient satisfaction survey distribution post-visit

Purpose

1. Automate patient satisfaction survey distribution post-visit to collect timely feedback, enhance care quality, optimize clinical workflows, monitor provider performance, meet regulatory requirements, improve patient retention, and generate actionable data for management.

2. Facilitate automated multi-channel survey delivery (email, SMS, IVR, app), automated tracking of responses, trigger automated follow-ups for non-respondents, and automate results forwarding to analytics dashboards or EHR.

Trigger Conditions

1. Automated patient check-out or encounter completion event in EHR/Practice Management System.

2. Time-based trigger post-appointment (e.g., X hours after visit).

3. Status update to “visit completed,” “patient discharged,” or similar in practice system.

4. Automatedly on claim closure or payment processing.

5. Custom logic—manual staff trigger via app/web forms.

Platform Variants

1. Twilio SMS

• Feature/Setting: Automate SMS survey delivery via Programmable SMS API; configure using “Send Message” endpoint with dynamic template and patient phone field.
  

2. SendGrid

• Feature/Setting: Automate email survey sending via SendGrid v3 Mail Send API; set triggers for “Appointment Complete” events with personalized templates.
  

3. SurveyMonkey

• Feature/Setting: Automate survey link distribution using SurveyMonkey API “Surveys.send” endpoint, mapping visit data to custom fields.
  

4. Google Forms

• Feature/Setting: Auto-generate survey links and use Gmail API “users.messages.send” to dispatch; use Google Apps Script for scheduling.
  

5. Mailchimp

• Feature/Setting: Automated campaign triggers; connect EHR via API to Mailchimp’s “Automated Email” for survey dispatch.
  

6. Zendesk

• Feature/Setting: Automate satisfaction surveys via Zendesk Trigger automation; integrate email/SMS survey link on ticket/visit closure.
  

7. HubSpot

• Feature/Setting: Use HubSpot Workflows automatedly; auto-enroll patients post-visit into survey-sequence, send via “Send Email” action.
  

8. Microsoft Power Automate

• Feature/Setting: Build automated flow using EHR triggers; “Send Email” action with survey; connect Power Automate Flow to responses for analytics.
  

9. Salesforce Health Cloud

• Feature/Setting: Automate post-visit tasks; use “Process Builder/Flow Builder” for survey triggers; integrate with email/SMS template automation.
  

10. Jotform

• Feature/Setting: Automate webhook-triggered survey invitations; distribute via Jotform API “Send Invitation” call post-visit.
  

11. Qualtrics

• Feature/Setting: Use Qualtrics XM Directory automated distributions; API-trigger survey invitation upon EHR webhook.
  

12. Medchat

• Feature/Setting: Automate patient survey via secure chat post-visit, using API endpoint for templated message delivery.
  

13. Intercom

• Feature/Setting: Use Intercom “Outbound Messages” API to automate survey prompt timed after visit completion.
  

14. Slack

• Feature/Setting: Automated survey notification via Slackbot using “chat.postMessage” API on patient care channel.
  

15. Zapier

• Feature/Setting: Use automated Zaps to trigger “Send Survey” task across connected EHR and survey platforms; relay results automatedly for reporting.
  

16. ActiveCampaign

• Feature/Setting: Automation sequence via “Automations” workflow; trigger survey dispatch with patient custom fields.
  

17. Voxco

• Feature/Setting: Use Voxco IVR or SMS integrations; automate post-visit survey dial-out/send via campaign scheduler API.
  

18. Typeform

• Feature/Setting: Auto-generate survey links with Typeform “Responses Webhook”; send via EHR-integrated mail action.
  

19. PatientPop

• Feature/Setting: Integrated patient engagement; auto-survey upon check-out using internal automation settings.
  

20. Mailjet

• Feature/Setting: Automate email survey delivery using Mailjet's “Send API” and dynamic transactional templates post-visit.
  

21. RingCentral

• Feature/Setting: Configure RingCentral “SMS API” for automated survey delivery when visit closed in management software.
  

22. Zoho CRM

• Feature/Setting: Workflow automation triggers “Send Survey Email” on status update/visit close using Zoho’s automation builder.
  

Benefits

1. Automates manual outreach, saving staff time and costs.

2. Automated, real-time feedback loops improve patient satisfaction and care quality.

3. Enables automated, consistent post-visit engagement to increase response rates.

4. Fidelity and timeliness improve due to automated delivery versus manual methods.

5. Automatedly syncs feedback to analytics/EHR systems for actionable insights.

6. Automation ensures every patient receives a prompt, standardized survey automatically.