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Survey distribution for patient satisfaction

Purpose

1.1. Automate survey distribution to patients post-visit to assess satisfaction and collect feedback; drive continuous improvements in podiatry care and enhance patient engagement.
1.2. Automated system reduces manual effort, standardizes feedback collection, and ensures timely communication relevant to each foot care episode.
1.3. Automating the collection and routing of survey responses enables actionable insights for practice optimization and regulatory compliance.

Trigger Conditions

2.1. Automatedly trigger survey after appointment completion in the EHR.
2.2. Automation can start after claim submission, check-out, or after entering follow-up notes.
2.3. New patient registration or annual follow-up creates automatable triggers for targeted satisfaction assessments.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: SMS Messaging API; configure automated SMS sending upon EHR event webhook.
3.2. SendGrid
• Feature/Setting: Send Email API; automate survey email dispatch with dynamic content based on patient data.
3.3. Mailchimp
• Feature/Setting: Campaign Automation/Transactional API; automate personalized survey campaigns post-appointment.
3.4. Salesforce Health Cloud
• Feature/Setting: Flow Builder automation on patient record update; trigger survey workflow.
3.5. HubSpot
• Feature/Setting: Workflows automation; configure automatic email or SMS survey upon deal/contact change.
3.6. ActiveCampaign
• Feature/Setting: Automation Builder; automated sending of satisfaction survey sequence after appointment.
3.7. SurveyMonkey
• Feature/Setting: Webhooks + Collect Responses API; automate survey distribution at scheduled intervals.
3.8. Google Forms
• Feature/Setting: App Script and Triggers; automated emailing of survey form link following visit logs.
3.9. Jotform
• Feature/Setting: Jotform API for automated survey dispatch, mapping EHR discharge event to form send.
3.10. Zoho CRM
• Feature/Setting: Workflow automation after contact modification; automate survey invitation via email/SMS.
3.11. DocuSign
• Feature/Setting: DocuSign Connect webhook; send automated surveys upon envelope completion.
3.12. Microsoft Power Automate
• Feature/Setting: Automated flows from EHR events to email/survey service.
3.13. Zapier
• Feature/Setting: Multi-step zap for chaining EHR event to SMS/email + survey.
3.14. Typeform
• Feature/Setting: Webhooks and API integration; automate sending survey links to patients.
3.15. Qualtrics
• Feature/Setting: Action Automation — automatic survey invitations on contact data events.
3.16. WhatsApp Business API
• Feature/Setting: Automated messaging for survey distribution post-visit.
3.17. Slack
• Feature/Setting: Workflow Builder with webhook; automated direct survey link message to subscribed patients.
3.18. Freshdesk
• Feature/Setting: Automated satisfaction survey ticket generation after case resolution.
3.19. Intercom
• Feature/Setting: Custom Bots and Engage; automate messaging with survey prompt after appointment.
3.20. ClickSend
• Feature/Setting: SMS API triggers to automatically send survey requests to recent patients.
3.21. Medallia
• Feature/Setting: Automated survey distribution via feedback management API triggered by visit completion.
3.22. PatientPop
• Feature/Setting: Feedback workflow automation; automatic survey after every podiatry encounter.

Benefits

4.1. Automating survey distribution increases response rates through immediate, targeted outreach.
4.2. Automation of satisfaction surveys saves staff time, reduces errors, and minimizes patient disruption.
4.3. Automated repeatable workflows ensure all patients receive consistent engagement, improving practice reputation.
4.4. Automatable analysis of responses accelerates practice improvements and supports quality incentive programs.
4.5. Automating reporting of survey results ensures compliance with healthcare regulations and accreditation standards.

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