Purpose
1.2. Automatedly capture patient feedback for quality assurance, regulatory compliance, and continuous improvement.
1.3. Automate the monitoring of patient outcomes and identify areas for service optimization and early intervention in case of complications.
1.4. Automate reporting and data aggregation for performance dashboards and compliance audits.
1.5. Automate sending personalized follow-up via patient-preferred channels (SMS, email, chat apps, voice).
Trigger Conditions
2.2. Automated survey reminders if patient has not responded after a specified timeframe.
2.3. Trigger automation from workflow management platforms when case status is changed to “Post-Op Complete.”
2.4. Automate sequence: 1st survey 24h post-surgery, follow-up survey at 7 days, outcome survey at 30 days.
2.5. Automatable triggers via webhook from appointment scheduling or discharge system.
Platform Variants
• Feature/Setting: Automate sending SMS with survey link via Twilio Programmable Messaging API; configure webhook to automate inbound response capture.
3.2. SendGrid
• Feature/Setting: Automate transactional email with embedded survey using SendGrid Mail Send API; add Event Webhook for response automation.
3.3. SurveyMonkey
• Feature/Setting: Automate survey creation and distribution with SurveyMonkey Collectors API; automate data sync with webhooks.
3.4. Google Forms
• Feature/Setting: Automate form link delivery via Gmail API or calendar invite; automate result extraction via Google Sheets API.
3.5. WhatsApp Business API
• Feature/Setting: Automate WhatsApp message campaigns containing survey links; automated tracking of responses via Webhooks.
3.6. HubSpot
• Feature/Setting: Automate email sequence using HubSpot Workflows; use Custom Events API to automate survey sending logic.
3.7. Mailchimp
• Feature/Setting: Automate campaign with survey link using Mailchimp Campaigns API; automated data sync via Webhooks Integration.
3.8. Salesforce
• Feature/Setting: Automate survey send using Salesforce Surveys and automation rules (Flow Builder or Process Builder).
3.9. Zendesk
• Feature/Setting: Automate satisfaction survey ticket using Zendesk Triggers; automate using Zendesk API for ticket follow-up.
3.10. Typeform
• Feature/Setting: Automate survey invite with Typeform Responses API; automate response capture via webhook.
3.11. ActiveCampaign
• Feature/Setting: Automate survey mailouts and reminders using ActiveCampaign Automations; use Webhook automation for responses.
3.12. Qualtrics
• Feature/Setting: Automate survey deployment with Qualtrics API; automate workflow with Actions & Web Services Task.
3.13. Microsoft Power Automate
• Feature/Setting: Automate survey distribution via Outlook or Teams using automated flows; trigger on patient EHR update.
3.14. Slack
• Feature/Setting: Automate Slack message to care coordinators with survey completion stats using Slack API.
3.15. Zoho Survey
• Feature/Setting: Automate survey invitations with Zoho Survey API; automated data integration to CRM.
3.16. Intercom
• Feature/Setting: Automate post-op survey chat using Intercom’s Outbound Messages API; automate follow-up sequence.
3.17. Jotform
• Feature/Setting: Automate Jotform survey form link delivery via email/SMS integrations; automate data update in EMR.
3.18. Drip
• Feature/Setting: Automate personalized survey email drip using Drip Workflows and Broadcast API.
3.19. Freshdesk
• Feature/Setting: Automate satisfaction survey creation as Freshdesk ticket using Automation Rules and APIs.
3.20. Mailjet
• Feature/Setting: Automate transactional email campaigns for surveys via Mailjet Send API; automate analytics sync.
Benefits
4.2. Automates aggregation and analysis, reducing human error and bias.
4.3. Automating multi-channel outreach elevates patient engagement and satisfaction.
4.4. Automatable reporting leverages real-time insights for outcome tracking and service optimization.
4.5. Automates compliance documentation and quality control in line with medical standards.