Automatic collection of patient feedback and surveys

Purpose

1.1 Automate the collection of real-time patient feedback and surveys post-appointment to enable continuous quality improvement, automate regulatory compliance, enhance patient engagement, track satisfaction, and facilitate analytics-driven patient management.
1.2 Automating the entire feedback and survey cycle ensures diabetologists capture actionable insights on clinical interactions, diabetes education, telehealth consultations, and clinic operations without manual intervention.

Trigger Conditions

2.1 Automate survey dispatch upon status change in EHR/EMR (e.g., appointment marked as completed).
2.2 Automate feedback request after telemedicine session ends.
2.3 Set automator to launch on custom patient event (e.g., prescription renewal, diabetes checkup).
2.4 Time-based automated triggers (e.g., 24hrs post-visit).

Platform Variants

3.1 Twilio SMS
- Feature/Setting: "Programmable Messaging" API to automate SMS dispatch of feedback links.
- Sample: Configure webhook for message send on appointment update event.

3.2 SendGrid
- Feature/Setting: "Transactional Templates" via API to automatedly email surveys after patient visits.
- Sample: Trigger automator with patient email list post-consultation.

3.3 SurveyMonkey
- Feature/Setting: "Collect Responses API" for automated survey sending and result collection.
- Sample: Automate API call with patient identifiers on visit completion.

3.4 Google Forms
- Feature/Setting: Google Forms "Responses" endpoint using Google Apps Script for survey automation.
- Sample: Script triggers form-send after EHR update.

3.5 Typeform
- Feature/Setting: "Responses API" and webhooks for automated form distribution and collection.
- Sample: Automate personalized survey sent post-clinic visit.

3.6 Microsoft Power Automate
- Feature/Setting: "Send email with survey" trigger on event from EHR system.
- Sample: Configure automated flow tied to outpatient record status.

3.7 Salesforce Health Cloud
- Feature/Setting: "Process Builder" to automate survey sending through Salesforce Surveys or integrated service.
- Sample: Automator launches survey workflow on patient record update.

3.8 HubSpot
- Feature/Setting: "Workflows" tool with feedback survey email after appointment outcomes.
- Sample: Use enrollment triggers on patient activity.

3.9 Zoho CRM
- Feature/Setting: "Workflow Rules" and Zoho Survey API for automating survey invitations.
- Sample: Auto-trigger survey after interaction logged in CRM.

3.10 Mailchimp
- Feature/Setting: "Automation Builder" for scheduled or event-based survey emails.
- Sample: Connect EHR export to trigger campaign.

3.11 ActiveCampaign
- Feature/Setting: "Automations" to send survey, tag, and track responses automatable.
- Sample: Set automator to launch after patient journey stage completion.

3.12 Slack
- Feature/Setting: "Workflow Builder" and app integrations to automate feedback request messages to relevant patient channels.
- Sample: Automated message to patient group post-consultation.

3.13 WhatsApp Business API
- Feature/Setting: "Message templates" for automating standardized survey dispatch post-visit.
- Sample: Schedule automated WhatsApp survey upon EMR update.

3.14 Medallia
- Feature/Setting: "Digital Feedback API" for automating patient feedback lifecycle.
- Sample: Automate API-led feedback request after care event.

3.15 Qualtrics
- Feature/Setting: "XM Directory API" to automatedly distribute and collect survey responses post session.
- Sample: Automate trigger from EHR webhook on care completion.

3.16 Formstack
- Feature/Setting: "Formstack API" or native integrations to automate feedback request form delivery.
- Sample: Trigger automated form when documenting diabetes plan update.

3.17 Jotform
- Feature/Setting: "Webhook integration" to send survey forms automatically when EHR/CRM updates.
- Sample: Automator with status-change as precondition.

3.18 Intercom
- Feature/Setting: "Outbound messaging" automated after monitored patient event.
- Sample: Trigger follow-up survey post-case closure.

3.19 Zendesk
- Feature/Setting: "Triggers and Automations" for sending feedback surveys linked to support tickets or care cases.
- Sample: Automate survey after support case resolution.

3.20 SurveySparrow
- Feature/Setting: "Workflow automation" to deliver and follow-up on surveys automatically after each patient interaction.
- Sample: Set automator for repeated or recurring appointments.

3.21 Facebook Messenger API
- Feature/Setting: "Send API" to automate post-appointment survey chatbot.
- Sample: Bot initiates automated survey process when notified of appointment.

3.22 PatientPop
- Feature/Setting: "Automated text/email feedback requests" tied into appointment lifecycle.
- Sample: Automate via built-in patient management events.

3.23 Constant Contact
- Feature/Setting: "Email Automation" sequences to automate patient survey outreach.
- Sample: Setup for post-service feedback.

3.24 Alchemer (formerly SurveyGizmo)
- Feature/Setting: "REST API" for automated survey delivery and data pull on patient events.
- Sample: Trigger automator from EHR webhook.

Benefits

4.1 Automate feedback loop enhances care quality via real-time patient insights.
4.2 Reduces manual errors and saves clinical staff time through automated workflows.
4.3 Facilitates compliance with medical accreditation by automating data collection.
4.4 Enables analytics-driven decision-making through automatable, systematized survey data pipelines.
4.5 Strengthens patient engagement and loyalty with seamless, automated interaction.