Patient Management AutomationsPurpose
1.2 Increase response rates and collect actionable feedback for service improvements.
1.3 Streamline feedback data collection into centralized systems for review and reporting.
1.4 Improve patient engagement and retention through prompt, personalized follow-ups.
1.5 Meet regulatory and internal quality assurance requirements by documenting patient satisfaction.
Trigger Conditions
2.2 Patient status updated to “seen” or “completed” in EHR/EMS.
2.3 A pre-set wait period (e.g., 1 hour, 24 hours post-visit) elapses.
2.4 Specific practitioner or treatment type, allowing targeted feedback.
Platform Variants
• Feature/Setting: SMS Messaging API; trigger SMS with survey link using appointment completion as event.
3.2 SendGrid
• Feature/Setting: Transactional Email API; auto-send survey email post-appointment status update.
3.3 Mailchimp
• Feature/Setting: API Automations; audience segmentation and post-visit campaign automation.
3.4 Google Forms
• Feature/Setting: Forms API or email integration; auto-email unique feedback survey link via webhook.
3.5 SurveyMonkey
• Feature/Setting: API or Trigger Webhooks; initiate survey delivery on appointment completion.
3.6 Typeform
• Feature/Setting: API with webhooks; generate personalized survey invitations post-visit.
3.7 Calendly
• Feature/Setting: Event Ended Webhook; automate feedback form delivery upon session end.
3.8 HubSpot
• Feature/Setting: Workflow Automation; trigger customer feedback email from contacts module.
3.9 Salesforce
• Feature/Setting: Process Builder/Flow with Survey; send survey to Contacts after appointment record update.
3.10 ActiveCampaign
• Feature/Setting: Automation Recipe; trigger feedback request based on CRM event tracking.
3.11 Zoho CRM
• Feature/Setting: Workflow Rules; email survey form when appointment status changes to ‘completed’.
3.12 Jotform
• Feature/Setting: Webhook Trigger; send custom thank you/feedback form after patient visit.
3.13 WhatsApp Business API
• Feature/Setting: Send message endpoint; automate survey push via WhatsApp after visits.
3.14 Facebook Messenger
• Feature/Setting: Messenger Send API; send automated prompt for feedback through Messenger.
3.15 Microsoft Power Automate
• Feature/Setting: Flow automation; connect EHR/EMS to notification and survey delivery.
3.16 Klaviyo
• Feature/Setting: Flows; automated survey email triggered post-visit in patient journey.
3.17 Slack
• Feature/Setting: Incoming Webhooks/Bots; feedback reminder sent to practitioners for follow-up.
3.18 Zendesk
• Feature/Setting: Trigger Automation; customer satisfaction survey after support ticket on health concern.
3.19 Constant Contact
• Feature/Setting: Email Automation; auto-schedule feedback survey email by list membership update.
3.20 Google Sheets
• Feature/Setting: Scripts/Webhooks; queue new row for patient and auto-send Google Form link.
3.21 PatientPop
• Feature/Setting: Review Request Automations; send branded feedback forms after booked appointments.
3.22 Formstack
• Feature/Setting: Smart Forms & Automation; initiate form sharing after event in practice management.
Benefits
4.2 Increases feedback volume and timeliness for quality analysis.
4.3 Enables faster identification and resolution of service issues.
4.4 Ensures consistent and professional patient follow-up.
4.5 Centralizes feedback data for reporting, compliance, and continuous improvement.