Communication & OutreachPurpose
1.2. Automatedly deliver tailored questionnaires using multiple channels (SMS, email, WhatsApp, web) to maximize response rates and real-time insights.
1.3. Automating aggregation, analysis, and alert routing for critical or negative feedback ensures data-driven service improvements and compliance with healthcare quality standards.
Trigger Conditions
2.2. Automator initiates upon patient checkout, service closure, or after a predefined visit time elapses.
2.3. Scheduled automatable survey dispatch based on custom post-visit intervals or patient follow-up records.
Platform Variants
• Feature/Setting: Automate messaging API to send SMS with unique survey links per patient using appointment ID for tracking.
3.2. SendGrid
• Feature/Setting: Automates bulk email survey delivery; configure marketing campaign API with dynamic template and scheduling.
3.3. WhatsApp Cloud API
• Feature/Setting: Automate sending templated surveys; use message templates API and webhook for delivery status tracking.
3.4. Google Forms
• Feature/Setting: Automate generation of form URLs with prefilled fields; collect responses using Forms API.
3.5. SurveyMonkey
• Feature/Setting: Automate survey dispatch via Email Collector API; automate fetch responses API for analytics.
3.6. Zoho Survey
• Feature/Setting: Automate survey mailing using REST API, automate response collection and report triggers.
3.7. Typeform
• Feature/Setting: Automates creation of personalized surveys; fetch and export responses using Typeform API.
3.8. Mailchimp
• Feature/Setting: Automate audience segmentation post-visit; use campaign API for survey sends, and webhook for completion.
3.9. Slack
• Feature/Setting: Automate direct messaging with survey links to staff or patients, use Slack bot API.
3.10. Microsoft Teams
• Feature/Setting: Automate adaptive cards for instant survey in chat or channel using Teams API.
3.11. HubSpot
• Feature/Setting: Automates workflow for survey email sequences after appointment logged in CRM; automation API used.
3.12. Salesforce
• Feature/Setting: Automates feedback survey via Marketing Cloud triggered send, automated capture in Service Cloud.
3.13. Intercom
• Feature/Setting: Automator posts-feedback chat message with embedded customer satisfaction survey using Intercom API.
3.14. Zendesk
• Feature/Setting: Automate email or chat triggers for CSAT surveys after support ticket or conversation with patient.
3.15. Jotform
• Feature/Setting: Automates pre-filled feedback forms sent post-visit; automate response export to EMR.
3.16. Qualtrics
• Feature/Setting: Automate transactional survey sendout using Workflows API; analyze feedback in dashboards.
3.17. Freshdesk
• Feature/Setting: Automate ticket-closure triggers to send feedback forms; automate actions via automations API.
3.18. OneSignal
• Feature/Setting: Automate push notifications for mobile app users asking for post-visit feedback with survey link.
3.19. ActiveCampaign
• Feature/Setting: Automates contact segmentation and post-engagement survey send using automations tools.
3.20. Aircall
• Feature/Setting: Automator sends call summaries with survey links via SMS or email after phone support closure.
Benefits
4.2. Automatedly collecting feedback enables real-time service improvements and faster resolution of negative trends.
4.3. Automation standardizes data capture for reporting, compliance, and patient experience benchmarking.
4.4. Saves staff hours by eliminating manual dispatch, follow-up, and aggregation tasks through automatable workflows.
4.5. Automating actionable alerts to management enhances patient safety and satisfaction with immediate attention.