Staff Management & HRPurpose
1.2. Trigger timed or event-based requests for feedback to ensure program quality, compliance, and continuous staff development.
1.3. Aggregate and process qualitative and quantitative responses to identify trends, actionable insights, and risks.
1.4. Ensure responses are attributed, anonymous, or role-specific as required by compliance or organizational policy.
Trigger Conditions
2.2. Completion of specific events in the Electronic Health Record (EHR) or practice management system.
2.3. Calendar triggers (e.g., weekly/monthly feedback cycle).
2.4. Manual initiation by team lead or HR.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Programmable Messaging API — Configure to send SMS with feedback survey link post-session; auto-parse replies via webhook.
3.2. SendGrid
• Feature/Setting: Mail Send — Send personalized emails with embedded feedback forms; monitor engagement via Events API.
3.3. Google Forms
• Feature/Setting: Forms API — Auto-generate forms linked to staff details, collect responses, export via API.
3.4. Microsoft Forms
• Feature/Setting: Forms Connector — Automate feedback form sharing and collect results using Microsoft Power Automate integration.
3.5. SurveyMonkey
• Feature/Setting: Create Survey API — Trigger distribution; use Webhooks to track completions and push results.
3.6. Jotform
• Feature/Setting: Form Submission Webhooks — Generate custom feedback forms; receive data via webhook post-submission.
3.7. Typeform
• Feature/Setting: Responses API — Automate feedback request and gather form response data in real time.
3.8. Slack
• Feature/Setting: Workflow Builder/Incoming Webhooks — Post survey prompts to staff channels; collect responses as threads or via attached form.
3.9. Microsoft Teams
• Feature/Setting: Adaptive Cards — Deploy feedback surveys directly in Teams; process response with Graph API.
3.10. Zoom
• Feature/Setting: Meeting End Webhook — Auto-send post-session feedback link to attendees via email or chat.
3.11. Mailchimp
• Feature/Setting: Campaigns API — Send segmented feedback campaigns; logic-based follow-ups for non-respondents.
3.12. HubSpot
• Feature/Setting: Workflows/Forms API — Automate survey sending post-interaction; use CRM to store feedback data.
3.13. Zendesk
• Feature/Setting: Survey Triggers — Send feedback requests upon closure of staff tickets/interactions; collect results in ticket fields.
3.14. Freshdesk
• Feature/Setting: Feedback Automation Rules — Survey sent via email/SMS after case or internal ticket is resolved.
3.15. Salesforce
• Feature/Setting: Surveys Module/Process Builder — Trigger surveys at workflow milestones; record feedback in custom objects.
3.16. BambooHR
• Feature/Setting: Automated Workflows — Configure to send feedback forms after relevant HR events or milestones.
3.17. Monday.com
• Feature/Setting: Automation Recipes — Auto-assign and send survey tasks; collect completion status and responses.
3.18. Asana
• Feature/Setting: Rule-based Automation — Send feedback form links upon task/project completion; track replies as subtasks.
3.19. Airtable
• Feature/Setting: Form Views/Webhooks — Distribute staff-specific feedback forms; synchronize responses into main database.
3.20. Google Chat
• Feature/Setting: Chat Bots/Apps Script — Deliver inline survey request in chat; ingest responses automatically for analysis.
Benefits
4.2. Reduces manual administrative burden for HR, supervisors, and staff.
4.3. Increases participation and timeliness via preferred communication channels.
4.4. Enables data aggregation and trend monitoring across therapy programs.
4.5. Automates compliance and documentation for accreditation and reporting.