After each visit, patients receive a short satisfaction survey, and results are collected into a live dashboard — with low scores triggering an alert so the team can follow up quickly.
Typical results
100%
of completed visits trigger a survey
Live
dashboard of the patient experience
Instant
alert on any low rating
Figures reflect typical results for this kind of automation.
The challenge
The center rarely gathered structured feedback, so service issues surfaced late and only through informal complaints.
Before and after
Survey responses per month
4×Visits followed by a survey
4×Days until a service issue surfaces
−97%The automation
Once a visit is marked complete, an automation sends a brief survey by SMS or WhatsApp, aggregates the responses, and flags any low rating to the service manager.
How it works
- 01
Visit completed
Marking the visit complete triggers the flow.
- 02
Short survey sent
The patient receives a brief SMS or WhatsApp survey while the visit is still fresh.
- 03
Responses aggregated
Answers flow into a live dashboard automatically.
- 04
Low scores flagged
Any low rating alerts the service manager immediately.
- 05
Quick follow-up
The team reaches out while the issue can still be fixed.
Starts from
- Visit completed
- Survey
Delivers
- Feedback report
- Low-score alert
The impact
Survey responses grew about fourfold, giving managers clear, timely insight into the patient experience.
Questions about this automation
When is the survey sent, and how long is it?
It goes out shortly after the visit is marked complete, usually within a couple of hours, while the experience is still fresh. It has three to five questions, such as a 1 to 5 rating for wait time and staff, plus one optional comment, so most patients finish it in under a minute.
What counts as a low score, and who gets alerted?
The center sets the threshold, for example any rating of 2 or below. Those responses send an immediate alert to the service manager by email or Slack with the visit date, service and the patient's comment, so someone can call the patient while the issue can still be fixed.
Where do the survey results show up?
Every response is written to Google Sheets or a database that feeds a live dashboard, broken down by site, service type and week. Managers see trends such as rising wait-time complaints without exporting anything. Simple automations like this are usually live within days.