Post-Visit Satisfaction Survey & Alert Routing
A done-for-you healthcare automation built for the Quality Improvement Coordinator, connecting Twilio, Jotform, and Slack so the work below happens on its own.
What this automation does, step by step
Within a few hours of every completed visit, this automation sends the patient a short two-question satisfaction survey by text or email asking how the visit went and whether anything needs follow-up.
Responses that score below a set threshold are routed instantly to the quality improvement coordinator as an internal alert, complete with the patient's name and visit details, so a staff member can call back the same day before a frustrated patient leaves a public review instead.
Responses that score high automatically prompt a follow-up message inviting the patient to leave a Google review, keeping the two paths completely separate.
Practices running this typically catch and resolve the majority of service issues privately, well before they would have otherwise shown up online.
- Practice management software
- Zapier or Make.com
- Twilio or SendGrid (survey delivery)
- Google Forms or Jotform (survey)
- Slack (internal alert routing)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without automation, this falls entirely on a quality improvement coordinator, who has to track every step by hand across emails, spreadsheets, and sticky notes. It rarely feels urgent in the moment, but it adds up fast.
With this automation
- Review requests timed to the moment the job is done
- Instant manager alerts when a customer reports a problem
- Alerts when a new review needs a response
- Survey and NPS results that reach the people who can act
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