Automated patient satisfaction surveys after consultations

Purpose

1.1. To automate the sending of patient satisfaction surveys immediately following pulmonologist consultations, ensuring consistent feedback collection.
1.2. Automatedly collect patient experience data for quality improvement and compliance reporting.
1.3. Automating feedback loop post-consultation to optimize patient management processes and maximize actionable insights.
1.4. Ensure all patients receive an automated request for feedback via their preferred communication channel (SMS, email, WhatsApp, etc).
1.5. Support automatable reporting and trend analysis through centralized data capture from automated patient surveys.

Trigger Conditions

2.1. Completion of a pulmonology consultation recorded in the EHR or scheduling platform.
2.2. Creation of a patient discharge event in practice management system, automating downstream processes.
2.3. Specific status change in CRM/workflow management tool confirming consultation end.
2.4. Passage of predefined time interval post-appointment (e.g., 1 hour), automator initiates survey dispatch.
2.5. Automated patient check-out event or new consultation status marked as "completed".

Platform Variants

3.1. Twilio SMS
• Feature/Setting: SMS API — automate sending survey links via programmable SMS endpoint.
• Configure webhook to trigger automated SMS to patient number after consultation event.
3.2. SendGrid
• Feature/Setting: Transactional Email API — automated dispatch of survey invitation emails.
• Use dynamic templates; trigger via automated HTTP POST after visit completion.
3.3. Mailchimp
• Feature/Setting: Customer Journey — automate email surveys using journey triggers on consultation completion tags.
3.4. SurveyMonkey
• Feature/Setting: Collect Responses API — automating survey links creation and automatedly send per patient event.
3.5. WhatsApp Business API
• Feature/Setting: Messages endpoint — automate WhatsApp survey outreach via automated message template sending.
3.6. Zendesk
• Feature/Setting: Triggers automation — automate survey emails on ticket/consultation closure.
3.7. HubSpot
• Feature/Setting: Workflows — automates survey send using contact property change (e.g., appointment completed).
3.8. Google Sheets
• Feature/Setting: App Script automation — auto-generate survey invitation emails upon row update/entry.
3.9. Salesforce
• Feature/Setting: Process Builder — automating survey task creation and email send post-event.
3.10. Microsoft Power Automate
• Feature/Setting: Automated Flow — trigger survey send via automatable connector for EHR/CRM change.
3.11. Zapier
• Feature/Setting: Multi-step Zap — automates from EHR to any survey/email tool on consultation trigger.
3.12. Typeform
• Feature/Setting: Webhooks/API — automate survey link creation and customize message per patient record.
3.13. Jotform
• Feature/Setting: Assign Forms automation — automates sending custom survey form post-appointment.
3.14. ActiveCampaign
• Feature/Setting: Automation Sequences — survey survey triggering upon custom event/tag update.
3.15. Intercom
• Feature/Setting: Post-conversation automation — automate survey outreach at end of chat/consultation.
3.16. Freshdesk
• Feature/Setting: Event automator — survey email on ticket closure related to pulmonology consultations.
3.17. Slack
• Feature/Setting: Incoming Webhooks — automate patient feedback notification to care team upon survey receipt.
3.18. Pabbly Connect
• Feature/Setting: Workflow automation — automate survey send from EHR triggers through survey apps.
3.19. MedChat
• Feature/Setting: Automated follow-up chat survey — automate direct text-to-patient survey outreach.
3.20. Qualtrics
• Feature/Setting: Survey API — automate survey distribution on event/completion triggers from external systems.
3.21. Klaviyo
• Feature/Setting: Flow Builder — automate survey email/SMS using automatable appointment triggers.
3.22. Monday.com
• Feature/Setting: Automations — automated survey assignment on status change in patient boards.

Benefits

4.1. Automation ensures every patient receives satisfaction survey, eliminating human error or manual delays.
4.2. Automated survey data accelerates reporting, quality review, and can be used for benchmarking.
4.3. Automating multi-channel survey delivery enhances engagement rates and feedback accuracy.
4.4. Automator-managed timing ensures surveys reach patients when experience is fresh, increasing response rates.
4.5. End-to-end automated processes free up staff time and ensure compliance with patient communication protocols.
4.6. Automatedly collated insights drive continuous improvement and support accreditations.