Patient Communication and EngagementPurpose
1.2. Automates ongoing patient engagement to monitor mental, physical, and emotional health post-visit or postpartum.
1.3. Automation enables consistent patient check-ins, improving early detection of health risks and adherence to care plans.
1.4. Automating survey delivery ensures compliance and supports patient-centered care by offering timely support.
Trigger Conditions
2.2. Automatedly triggered by patient discharge, follow-up date, or completion of appointments.
2.3. Automates survey after predefined milestones (e.g., one week after birth).
2.4. Automation via patient enrolling in specific wellness monitoring programs.
Platform Variants
• Feature/Setting: Automates outbound survey SMS using Programmable SMS API; e.g., POST to /Messages endpoint with survey link and patient contact.
3.2. SendGrid
• Feature/Setting: Automating survey email dispatch via Send Email API; set up dynamic templates for survey content.
3.3. Mailchimp
• Feature/Setting: Use Automations to schedule survey email series; configure audiences and triggers for post-visit follow-ups.
3.4. SurveyMonkey
• Feature/Setting: Automate survey distribution through Webhooks and Collect Responses API; attach patient identifiers for tracking.
3.5. Typeform
• Feature/Setting: Automates survey invitation via Typeform Responses API; automatedly connect to CRM for personalized send-outs.
3.6. Google Forms
• Feature/Setting: Automate using Google Forms API; triggers survey emails via Google Apps Script at specified intervals.
3.7. Slack
• Feature/Setting: Automator posts survey links in direct messages using Slack API chat.postMessage and scheduled bots.
3.8. Microsoft Teams
• Feature/Setting: Automated survey prompts via Scheduled Flows and Teams Messaging API to user channels.
3.9. HubSpot
• Feature/Setting: Automates survey campaigns via Workflows and Triggered Emails in the Marketing Automation suite.
3.10. Salesforce
• Feature/Setting: Use Salesforce Surveys and automation rules to send follow-up surveys and capture results in records.
3.11. Zendesk
• Feature/Setting: Triggers and Automations for post-ticket resolution surveys using Support API and Satisfaction Surveys.
3.12. ActiveCampaign
• Feature/Setting: Automated survey follow-ups via Campaign Automations triggered by pipeline milestone and user activity.
3.13. Intercom
• Feature/Setting: Automate survey delivery with targeted messages and automated chatbots for patient feedback capture.
3.14. WhatsApp Business API
• Feature/Setting: Automates survey messages via /messages endpoint and templates for mobile engagement.
3.15. Facebook Messenger
• Feature/Setting: Automate via Messenger Send API, utilizing scheduled bots to push survey prompts.
3.16. Drip
• Feature/Setting: ECRM Workflows automate survey invitations based on patient lifecycle stages.
3.17. Constant Contact
• Feature/Setting: Automation Paths to send survey emails automatically after defined triggers or dates.
3.18. Zoho CRM
• Feature/Setting: Automate survey invitations via Workflow Rules and custom Email Templates.
3.19. Airtable
• Feature/Setting: Automate records and survey links through Airtable Automations and custom scripts.
3.20. Monday.com
• Feature/Setting: Automate survey workflows and status tracking using Automations and Integrations.
Benefits
4.2. Enables automated, timely follow-ups that can improve health outcomes and compliance.
4.3. Systematic automation improves data quality and delivers actionable insights for care teams.
4.4. Automation supports personalized, scalable, and repeatable engagement in midwifery care.
4.5. Reduces manual workload, automatedly increasing operational efficiency and consistency.