Patient feedback survey distribution and collection

Purpose

1.1. Automates the end-to-end workflow of distributing and collecting patient feedback surveys for pediatric dermatology patients.
1.2. Enables timely post-appointment survey dispatch, real-time feedback collection, and automated collation for quality improvement analysis.
1.3. Increases patient engagement, streamlines administrative workload, and ensures compliance with healthcare standards.
1.4. Supports automating responses based on feedback sentiment for superior patient management and retention.

Trigger Conditions

2.1. Completion of a pediatric dermatology appointment in the EHR/EMR system.
2.2. Patient checkout event logged in clinic management software.
2.3. Time-based trigger, e.g., 24 hours post-visit.
2.4. Patient update event marking appointment status as completed.
2.5. Automated segmentation for new vs. returning patients.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use Twilio Programmable Messaging API to automate survey links via SMS; configure trigger on "appointment complete."

3.2. SendGrid
• Feature/Setting: Automated email delivery via SendGrid Mail Send API; JSON payload with patient data, survey URL, and scheduling logic.

3.3. Typeform
• Feature/Setting: Automate survey generation using Create Form API; webhook triggers for distribution and response collection.

3.4. Google Forms
• Feature/Setting: Automate form sharing via Google Forms API; configure to send links post-appointment using Apps Script.

3.5. SurveyMonkey
• Feature/Setting: Automate survey campaigns using SurveyMonkey Collectors API; automate list management and feedback retrieval.

3.6. HubSpot
• Feature/Setting: Automated email with feedback surveys via Workflows and HubSpot Email API; trigger upon patient property change post-visit.

3.7. Mailchimp
• Feature/Setting: Automate survey email blasts through Campaigns API; use Lists API for event-based segmentation.

3.8. Slack
• Feature/Setting: Send automated survey reminders to staff via Slack Incoming Webhooks upon missed patient feedback.

3.9. Calendly
• Feature/Setting: Webhook trigger for completed calendar events automates survey follow-up.

3.10. Microsoft Teams
• Feature/Setting: Automate staff notifications on survey status using Teams API and Bot Framework integration.

3.11. Salesforce Health Cloud
• Feature/Setting: Automate post-visit survey events using Workflow Builder; auto-create related feedback records.

3.12. Zoho CRM
• Feature/Setting: Custom workflow automation for survey dispatch post-appointment status update.

3.13. Zapier
• Feature/Setting: Automated multi-app workflow using SurveyMonkey, Gmail, and Google Sheets integrations.

3.14. Jotform
• Feature/Setting: Automate survey link emails from Jotform API post-visit; response collection triggers Google Sheets updates.

3.15. ActiveCampaign
• Feature/Setting: Automate segmented survey campaigns using Automations and Email API triggers.

3.16. Intercom
• Feature/Setting: Automate in-app survey popups for logged-in patients post-visit using Intercom Messenger.

3.17. Aircall
• Feature/Setting: Automate phone feedback survey prompts through Aircall Webhook on call end.

3.18. DocuSign
• Feature/Setting: Automate sending consent-linked feedback forms using DocuSign Envelopes API.

3.19. Pipedrive
• Feature/Setting: Trigger automated surveys from Pipedrive Workflow Automation on deal status "completed."

3.20. Monday.com
• Feature/Setting: Automate survey collection via automations for "pulse" status change after patient appointments.

3.21. Freshdesk
• Feature/Setting: Automate survey request tickets using Freshdesk API after closing a support ticket related to pediatric dermatology.

3.22. Smartsheet
• Feature/Setting: Automate survey row creation when new patient entry logged post-visit via Smartsheet API.

3.23. Meditech
• Feature/Setting: Automate patient feedback tasks on appointment discharge event via Meditech Integration Engine.

Benefits

4.1. Automates repetitive feedback request processes, freeing staff for patient care.
4.2. Accelerates actionable insights from automatedly gathered feedback for pediatric dermatology improvements.
4.3. Increases response rates through timely, automated, multiplatform survey delivery.
4.4. Automates compliance documentation for audits and quality benchmarks.
4.5. Enables automating segmentation for targeted follow-ups and research initiatives.
4.6. Reduces manual work, standardizes data, and ensures automatable scalability across multiple clinic locations.