Communication AutomationsPurpose
1.2. Automates collection of valuable patient feedback to drive continuous service improvement and ensure regulatory compliance.
1.3. Automates patient engagement and satisfaction measurement, providing actionable data for internal quality reviews and public reputation management.
1.4. Reduces manual admin burden by automating repetitive outreach, ensuring every patient receives timely communication and the practice builds loyalty and trust.
Trigger Conditions
2.2. Automated trigger could also be a passed scheduled time offset post-appointment (e.g., 1 hour after end time).
2.3. Automatable trigger from a manual flag or label added by front desk.
2.4. Automates based on digital form or telehealth session completion event.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Automate using "Programmable Messaging API." Configure trigger to send SMS to patient's mobile after appointment status = Completed.
3.2. SendGrid
• Feature/Setting: Automate via "Send Email" API. Configure template-based thank you and feedback request email, triggering post-appointment.
3.3. Mailchimp
• Feature/Setting: Use "Transactional Email" or automation workflow triggered by new completed appointment in synced contact list.
3.4. Zoho CRM
• Feature/Setting: Automate using "Workflow Rules" with condition Appointment Status = Completed, sending email/SMS via integrated channels.
3.5. HubSpot
• Feature/Setting: Automation via "Contact-Based Workflow," enrollment trigger—appointment completed property change, sends templated email.
3.6. Salesforce Health Cloud
• Feature/Setting: Automate using "Process Builder" triggered by event on Patient Encounter object, initiating message or survey.
3.7. Meditech
• Feature/Setting: Integration with "Event-Based Notification API" to automate external thank you/feedback email or SMS dispatch.
3.8. Kareo
• Feature/Setting: Automate via webhook when appointment is completed, connect with email/SMS automation tool.
3.9. Google Workspace (Gmail)
• Feature/Setting: Set up Apps Script to trigger automated Gmail after calendar event marked as completed.
3.10. Microsoft Power Automate
• Feature/Setting: Automate with pre-built "When appointment is marked complete" trigger, send Outlook email or Teams message.
3.11. ActiveCampaign
• Feature/Setting: Use "Automations" feature, trigger on list update, send email or SMS using pre-set thank you sequence.
3.12. Infusionsoft (Keap)
• Feature/Setting: Use "Campaign Builder," trigger thank you/feedback automation by tag added after visit.
3.13. PatientPop
• Feature/Setting: Automate thank you/feedback requests via appointment follow-up messaging rules.
3.14. SimpleTexting
• Feature/Setting: Use "API Trigger" to automate SMS with feedback link post-encounter.
3.15. SurveyMonkey
• Feature/Setting: Automate survey delivery using "Webhooks" or integration partners triggered post-appointment.
3.16. Jotform
• Feature/Setting: Automate email invitation to feedback form after submission flag via API.
3.17. Pipedrive
• Feature/Setting: Automator on deal (appointment) stage change, trigger automatic communication via email/SMS.
3.18. Intercom
• Feature/Setting: Use "Custom Bots" and automation triggers to message patients after appointments.
3.19. Slack
• Feature/Setting: Automate direct message via "Incoming Webhook" to patient (if configured) post-session.
3.20. Zendesk
• Feature/Setting: Automate customer satisfaction request via "Automations" after support ticket (appointment) closure.
Benefits
4.2. Streamlines patient engagement, increases feedback response rates via automated, timely delivery.
4.3. Reduces workload and administrative errors by automating repetitive communication steps.
4.4. Automates data collection for quality improvement, trackable in real time for gastroenterology practice analytics.
4.5. Ensures consistent, professional patient experience, automating a personalized touch at scale.