Automated patient satisfaction surveys

Purpose

1. Automate the collection of patient satisfaction data post-visit to pediatric pulmonology specialists for quality improvement, regulatory compliance, and enhanced patient engagement.

2. Automating surveys enables real-time feedback on care experience, clinician effectiveness, and facilities, facilitating both operational optimization and better clinical outcomes.

3. Automatedly trigger patient satisfaction survey distribution via digital channels, ensuring comprehensive, bias-free, and regularly updated patient experience datasets.

Trigger Conditions

1. Automate survey initiation post-appointment completion, after patient discharge, or based on specific follow-up milestones.

2. Trigger automated workflows via EHR status change, appointment scheduling APIs, or manual provider flagging.

3. Automator can use time-delayed triggers (e.g., 24 hours post-visit) or event-based triggers from hospital or clinic management systems.

Platform Variants

1. Twilio SMS

• Feature/Setting: Use Twilio Programmable Messaging API; configure automated message templates with patient personalization and scheduling logic.
  

2. SendGrid

• Feature/Setting: Automate survey emails via SendGrid Marketing Campaigns API; configure automation on event-based triggers.
  

3. SurveyMonkey

• Feature/Setting: Automate survey distribution using SurveyMonkey Collectors API; embed unique patient identifiers and post-visit time scheduling.
  

4. Google Forms + Apps Script

• Feature/Setting: Automate email invitations using Google Apps Script to trigger form sharing post-EHR update.
  

5. Typeform

• Feature/Setting: Automate survey sending using Typeform Webhooks; configure to trigger on appointment database updates.
  

6. Qualtrics

• Feature/Setting: Automate survey distribution with Qualtrics XM Directory API; set conditions to auto-send surveys after status updates.
  

7. Microsoft Power Automate

• Feature/Setting: Automate workflows using Power Automate triggers for new calendar events or EHR entry completions.
  

8. Salesforce Health Cloud

• Feature/Setting: Automate survey follow-ups leveraging Salesforce Flow Builder, combining EHR integration and survey sending logic.
  

9. HubSpot

• Feature/Setting: Automate survey emails with HubSpot Workflows, triggered on deal (appointment) status update.
  

10. Zendesk

• Feature/Setting: Automate follow-up satisfaction surveys using Zendesk Triggers, based on support ticket closure.
  

11. Zapier

• Feature/Setting: Automate multi-platform survey initiation using Zapier triggers, connecting EHRs to multiple survey platforms.
  

12. ActiveCampaign

• Feature/Setting: Automate post-visit surveys using ActiveCampaign Automations; trigger on custom contact field update.
  

13. Intercom

• Feature/Setting: Automate in-app survey prompts using Intercom Custom Bots following appointment completion events.
  

14. Mailchimp

• Feature/Setting: Automate survey distribution via Mailchimp Journeys, triggered by patient audience tags.
  

15. Facebook Messenger Bots

• Feature/Setting: Automate patient outreach for feedback using Messenger Bot flows after event campaign triggers.
  

16. Medallia

• Feature/Setting: Automate survey campaigns using Medallia Direct SMS/Email APIs, with real-time patient data integrations.
  

17. Jotform

• Feature/Setting: Automate survey assignments with Jotform Prefill and API triggers tied to EHR discharge data.
  

18. Slack

• Feature/Setting: Automate internal notifications of survey completions via Slack Incoming Webhooks; trigger on survey submission.
  

19. Smartsheet

• Feature/Setting: Automate survey tracking and follow-up reminders with Smartsheet Automated Workflows.
  

20. Oracle Eloqua

• Feature/Setting: Automate multichannel survey outreach using Eloqua Campaign Canvas, triggered by custom field updates.
  

Benefits

1. Automates patient feedback for quality improvement and regulatory tracking.

2. Automated survey reminders boost response rates and data reliability.

3. Automating outreach reduces manual staff workload and operational errors.

4. Enables real-time, data-driven decisions through automated analytics.

5. Automated systems continuously engage patients, enhancing retention and trust.

6. Automator ensures standardized survey timing, eliminating recall bias.

7. Automated completion feedback loops foster rapid process improvement.