Workflow Coordination & Team ManagementPurpose
1.2. Automates gathering, distributing, and consolidating feedback from patients, colleagues, and supervisors for workflow coordination and team management in dental hygiene settings.
1.3. Enables seamless data-driven decision-making by integrating feedback loops, automator reminders, and reporting directly into workflow.
1.4. Reduces manual effort, automates standardized review cycles, and provides real-time performance measurement for personal and team growth.
Trigger Conditions
2.2. Automate after periodic intervals (e.g., weekly, monthly review schedules).
2.3. Trigger when a team lead submits workflow milestones.
2.4. Trigger based on completion of training or certification modules.
Platform Variants
3.1. Microsoft Teams
• Feature/Setting: Adaptive Cards via Power Automate Flow—Automate posting feedback forms to designated Teams channels after specific triggers.
3.2. Slack
• Feature/Setting: Workflow Builder with forms—Automate feedback request messages to specific channels, with response aggregation.
3.3. Google Forms
• Feature/Setting: Automate form distribution via Google Workspace API, triggered after every appointment completion.
3.4. SurveyMonkey
• Feature/Setting: Use CreateCollector API endpoint to automatedly send surveys to patient and staff contacts post-visit.
3.5. Zoho Survey
• Feature/Setting: Schedule Survey via Zoho Flow, automating survey delivery based on workflow events.
3.6. Typeform
• Feature/Setting: Automate survey share using Typeform Responses API, triggered by external webhook from the practice management system.
3.7. JotForm
• Feature/Setting: Utilize Assign Forms feature automatedly through JotForm API when visit status changes to "Completed".
3.8. Smartsheet
• Feature/Setting: Automate row creation for feedback entries via automated Smartsheet API, directly tied to team attendance logs.
3.9. Trello
• Feature/Setting: Card Automation with Butler—automate creation of feedback collection cards after milestones.
3.10. Salesforce
• Feature/Setting: Process Builder to automator send feedback forms and collect responses as custom records.
3.11. Airtable
• Feature/Setting: Automate form view sharing with prefilled email fields via Airtable Automations when an appointment ends.
3.12. Zendesk
• Feature/Setting: Automate ticket creation for each feedback request using Zendesk API after hygiene service completion.
3.13. HubSpot
• Feature/Setting: Automator workflows to email feedback forms post-appointment, automatically tracking completion status.
3.14. Mailchimp
• Feature/Setting: Automate campaign send for feedback surveys, conditional on completing a procedure.
3.15. Twilio SMS
• Feature/Setting: Programmable SMS API to automatedly send feedback request links to mobile numbers after workflow steps close out.
3.16. WhatsApp Business API
• Feature/Setting: Send message templates with survey links, automator-triggered after patient discharge.
3.17. Asana
• Feature/Setting: Task Automation—create automated feedback collection tasks and assignments upon team goal achievement.
3.18. Monday.com
• Feature/Setting: Integrate automation recipes for automated survey reminders after workflow status switches.
3.19. Google Sheets
• Feature/Setting: Scripted automation to log feedback submissions and trigger follow-ups upon entry.
3.20. Notion
• Feature/Setting: Automate page/database update with embedded feedback forms upon scheduled review cycle.
Benefits
4.2. Boosts engagement with automated, timely, and relevant requests.
4.3. Reduces administrative effort—automation allows focus on actual patient care and team management.
4.4. Enhances decision-making with real-time, automated feedback consolidation and reporting.
4.5. Evidence-based management, leveraging automatable data capture from multiple workflows and sources.