Patient feedback survey dispatch and collection

Purpose

1.1. Automate the dispatch and collection of patient feedback surveys post-visit to obstetrician-gynecologist clinics, ensuring timely, compliant, and broad feedback gathering.
1.2. Automates survey sending after appointments, manages reminders, and assimilates feedback into management systems for analytics and performance improvement.
1.3. Enhances patient experience, supports care quality review, aids accreditation, and improves digital record completeness through automated patient management survey flows.

Trigger Conditions

2.1. Automated trigger post-patient check-out or discharge event in EMR/EHR system.
2.2. Automatable logic based on time delay (e.g., 6–24 hours post-visit).
2.3. Triggered via a patient discharge webservice, custom webhook, or direct integration API.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automated “Send Message” API, configure sender ID, template body, schedule via webhook call.

3.2. SendGrid
• Feature/Setting: Automate “Send Email” API, configure dynamic templates, use batched sends for bulk survey dispatch.

3.3. SurveyMonkey
• Feature/Setting: Automate survey link generation and collection via “Collect Responses” API, auto-import patient identifiers.

3.4. Google Forms
• Feature/Setting: Automates survey creation, response collection via Forms API, prefill patient fields, automate response sync to sheets.

3.5. Mailgun
• Feature/Setting: Configure “messages API”, automate bulk survey email sending, trigger via webhook from patient management system.

3.6. Microsoft Power Automate
• Feature/Setting: Automate flows for email dispatch using connector "Send an Email (V2)", schedule triggers from patient discharge events.

3.7. Salesforce Health Cloud
• Feature/Setting: Automator with “Process Builder” or Flow, trigger task post-visit, configure survey dispatch logic.

3.8. Zoho Survey
• Feature/Setting: Automatedly generate survey links and send via integrated email/SMS, automate reminder scheduling.

3.9. Qualtrics
• Feature/Setting: Automate survey invitations using Distribution API, automate integration with EHR discharge webhook, configure reminders.

3.10. Outlook 365
• Feature/Setting: Use "Automated Flows", configure email template, trigger dispatch from patient event.

3.11. Typeform
• Feature/Setting: Automate generation of feedback links, use Responses API to automate data pull post-collection.

3.12. Slack
• Feature/Setting: Automate “Send Message” to patients who opted in for digital communication, uses Slack API with scheduled messages.

3.13. WhatsApp Business API
• Feature/Setting: Automatable message campaigns, send survey links using WhatsApp templates with automated consent handling.

3.14. HubSpot
• Feature/Setting: Use Workflow automation, trigger post-appointment, automate email or SMS survey sequence.

3.15. Constant Contact
• Feature/Setting: Schedule campaign launches post-visit, automate contact import from EHR.

3.16. AWS SES
• Feature/Setting: Automate “SendEmail” API, integrate with Lambda for survey dispatch orchestration.

3.17. Freshdesk
• Feature/Setting: Automate ticket generation when negative feedback detected, “Create Ticket” API, automate escalation.

3.18. AirTable
• Feature/Setting: Automate survey response logging into structured base, sync using AirTable API for real-time analytics.

3.19. Monday.com
• Feature/Setting: Automate project items from survey feedback, use integrations to create pulse for negative response.

3.20. Zendesk
• Feature/Setting: Automate trigger creation and ticket routing upon critical feedback, using Zendesk API and email/webhook.

3.21. DocuSign
• Feature/Setting: Automates consent or additional acknowledgments alongside feedback, auto-sends forms for completion.

3.22. Jotform
• Feature/Setting: Automate survey link dispatch via email/SMS, use Jotform API to fetch responses and flag issues.

Benefits

4.1. Automates manual post-visit outreach, saving staff time and standardizing patient engagement.
4.2. Promotes automatable compliance with patient satisfaction initiatives and quality accreditation.
4.3. Enables automated real-time analytics into patient experience for continuous service improvement.
4.4. Improves response rates with timely, automated dispatch and reminders, reducing recall bias.
4.5. Automates error-free logging of patient feedback directly into clinical management or BI systems.
4.6. Facilitates automated escalation and follow-up for critical/negative feedback, streamlining resolution.
4.7. Supports automating multi-channel engagement, using patients’ preferred channels for higher engagement.