Survey result aggregation and visualization

Purpose

1.1. Automate aggregation of survey responses from occupational therapy clients, staff, and stakeholders across multiple channels.
1.2. Automator collects, unifies, processes, and visualizes outcome, satisfaction, and feedback data into automated dashboards and periodic reports.
1.3. Automatedly reduces manual data entry, error-prone compilation, and time-consuming reporting for occupational therapists and clinic managers.
1.4. Enables automatable identification of trends, compliance, and patient/reimbursement metrics in therapy service delivery.

Trigger Conditions

2.1. Automated receipt of new survey submissions from email, web forms, patient portals, or SMS.
2.2. Scheduler automates recurring aggregation (e.g., weekly, monthly, quarterly).
2.3. Manual request for survey result visualization by supervisor or data analyst.

Platform Variants

3.1. Google Forms
• Feature/Setting: Automate response export with Google Forms API or trigger “On new response.”
3.2. Microsoft Forms
• Feature/Setting: Automated export via Microsoft Graph API; “When a new response is submitted.”
3.3. SurveyMonkey
• Feature/Setting: Automator connects “Webhooks” or uses SurveyMonkey API for survey result export.
3.4. Typeform
• Feature/Setting: Automate webhook or API connection for collecting real-time responses.
3.5. Jotform
• Feature/Setting: Automate “New submission” trigger via API key and endpoint.
3.6. Qualtrics
• Feature/Setting: Automatedly use Qualtrics API for pulling surveys or automating result extracts.
3.7. Zoho Survey
• Feature/Setting: Automation via Zoho Survey API and webhook endpoint.
3.8. SurveySparrow
• Feature/Setting: Automate “Survey Completed” webhook or API data pull.
3.9. Airtable
• Feature/Setting: Automate importing via Airtable API (“Create record”/“List records”).
3.10. Monday.com
• Feature/Setting: Automate survey data as items using Monday.com API automation.
3.11. Smartsheet
• Feature/Setting: Automator uses Smartsheet API for automated sheet updates and reporting.
3.12. Google Sheets
• Feature/Setting: Automate appending new rows and updating charts with Sheets API.
3.13. Power BI
• Feature/Setting: Automate dataset refresh or new row input via Power BI REST API.
3.14. Tableau
• Feature/Setting: Automate data source update via Tableau REST API and webhooks.
3.15. Looker Studio
• Feature/Setting: Automated pipeline for feeding survey data into dashboards using API.
3.16. Slack
• Feature/Setting: Automate alert on new survey result or channel summary via Slack Web API.
3.17. Trello
• Feature/Setting: Automate survey insights as cards via Trello API “Create card.”
3.18. ClickUp
• Feature/Setting: Automate survey task creation via ClickUp API for reporting follow-up.
3.19. HubSpot
• Feature/Setting: Automate survey property update or timeline event via CRM API.
3.20. Salesforce
• Feature/Setting: Automate survey record and dashboard update via Salesforce REST API.
3.21. Dropbox
• Feature/Setting: Automate survey data file uploads and versioning using Dropbox API.

Benefits

4.1. Automatedly reduces time and labor for therapy teams, improving report frequency and reliability.
4.2. Automation increases speed of insight generation for therapy outcomes, aiding rapid clinical decision-making.
4.3. Automates compliance with reporting requirements and documentation standards.
4.4. Automatable integration with EHR/EMR or financial systems enhances data ecosystem and resource planning.
4.5. Automating visualization improves communication of results to leadership and external stakeholders.