Automated Patient Surveys

Automatically send satisfaction surveys after appointments.

Automated Patient Surveys

Collect patient feedback automatically after every visit.

Setup

  1. Go to Settings β†’ Notifications β†’ Automation
  2. Enable Post-Appointment Survey
  3. Set the delay (default: 60 minutes after appointment ends)
  4. Save settings

How It Works

  • β€’After an appointment ends, the system waits for the configured delay
  • β€’Sends your Patient Satisfaction Survey template to the patient
  • β€’Delivery via WhatsApp (primary) or email fallback
  • β€’Each appointment is tracked β€” surveys are never sent twice
  • β€’Only sent for Confirmed and Attended appointments

Viewing Responses

  • β€’Star ratings with visual display
  • β€’Open-text feedback from patients
  • β€’Status badges (Sent / Completed)
  • β€’Response date and time