Client satisfaction surveys post-session

Purpose

1.1. Automate delivery of satisfaction surveys immediately after treatment sessions to assess client experiences, gather actionable feedback, and monitor care quality.
1.2. Support compliance with regulatory standards and improve patient outcomes through timely responses to client insights.
1.3. Enable staff to rapidly identify issues, address grievances, and adapt services to evolving needs, optimizing program effectiveness.

Trigger Conditions

2.1. Completion of a client’s treatment session as logged in the EHR or booking system.
2.2. Discharge updated in case management platform.
2.3. Manual staff initiation following a critical milestone or event.
2.4. Scheduled timing (e.g., 24 hours post-session) via calendar automation.

Platform Variants

3.1. Twilio SMS
• Feature: Messaging API
• Sample: Configure Messaging Service to send templated survey links via SMS upon trigger event.

3.2. SendGrid
• Feature: Marketing Campaigns > Single Send API
• Sample: Trigger survey emails with merge tags for personalization as session completes.

3.3. SurveyMonkey
• Feature: Webhooks & Collectors API
• Sample: Dynamically generate unique survey links and email/SMS via collectors.

3.4. Google Forms
• Feature: Forms API + Apps Script
• Sample: Auto-generate response links and email shares upon event.

3.5. Microsoft Power Automate
• Feature: Scheduled Flows/Email Connector
• Sample: Launch post-session survey email from Microsoft 365/Outlook.

3.6. Salesforce
• Feature: Process Builder > Email/SMS Integration
• Sample: Auto-notify clients using workflow rules post-session.

3.7. Zoho CRM
• Feature: Workflow Rules + Email Notification API
• Sample: Trigger survey emails linked to each session record update.

3.8. HubSpot
• Feature: Workflows > Survey Integration
• Sample: Deploy surveys using contact lifecycle automation.

3.9. Mailchimp
• Feature: Automations > Customer Journey Builder
• Sample: Trigger email with unique survey post-appointment.

3.10. Typeform
• Feature: Responses API + Webhook
• Sample: Auto-generate personalized survey links per client post-session.

3.11. WhatsApp Business API
• Feature: Message Template with Embedded Survey Link
• Sample: Send WhatsApp post-session messages via approved templates.

3.12. Slack
• Feature: Web API > chat.postMessage
• Sample: Deliver in-app survey requests to clients or users.

3.13. Intercom
• Feature: Post-Session Message API
• Sample: Send surveys via in-app chat or email upon event occurrence.

3.14. Zendesk
• Feature: Triggers + Satisfaction Survey
• Sample: Auto-send customer satisfaction survey upon ticket/session closure.

3.15. Freshdesk
• Feature: Automation Rules > Feedback Request
• Sample: Configure automatic survey dispatch after support/treatment closure.

3.16. ActiveCampaign
• Feature: Automations > Survey Integration via Webhook
• Sample: Deliver survey invitation based on session completion tag.

3.17. Qualtrics
• Feature: Survey Distribution API
• Sample: Distribute surveys programmatically post-session completion.

3.18. Calendly
• Feature: Event End Webhook
• Sample: Send survey emails/SMS after session ends through event webhook.

3.19. Medplum
• Feature: FHIR Task Completion Trigger
• Sample: Auto-invite clients to surveys with FHIR-triggered logic.

3.20. Jotform
• Feature: Notification Emails + API
• Sample: Issue survey link via Jotform API post-session log.

3.21. Pipedrive
• Feature: Workflow Automation > Email/SMS
• Sample: Send survey links when treatment pipeline stage is updated.

Benefits

4.1. Continuous measurement of client satisfaction for quality assurance.
4.2. Timely opportunity for clients to voice concerns or praise services.
4.3. Boosts staff responsiveness and care personalization.
4.4. Streamlined compliance and audit readiness for regulatory bodies.
4.5. Reduction of manual admin workload, freeing medical staff for care tasks.
4.6. Centralization and analytics integration for actionable data insights.