Patient Satisfaction Agent
Sends structured satisfaction surveys, aggregates the responses and reports trends to practice management every month.
A workflow template for a scoped build. Integrations, permissions and outcomes are confirmed with your team; this page is not a claim of an already deployed client system.
The work it handles
Sends structured satisfaction surveys, aggregates the responses and reports trends to practice management every month. Runs in the background so your team does not have to.
In healthcare, sends structured satisfaction surveys, aggregates the responses and reports trends to practice management every month — but doing it manually does not scale. Patient Satisfaction is the kind of work that piles up when nobody has dedicated time for it. Context is scattered, SLAs slip, and your team ends up on repeat work instead of the decisions that matter.
How it works
Patient Satisfaction connects to CSAT, Quality, Epic and your email & retention stack. It reads your rules, brand voice and live data — then sends structured satisfaction surveys, aggregates the responses and reports trends to practice management every month. Exceptions land with your team; everything else runs without another dashboard to check.
- Work arrives — CSAT · trigger fired
- Patient Satisfaction processes — Quality · rules applied
- Validate output — Quality · policy check
- Write back — Systems updated · team notified
- Exception — Human review when needed
What it can deliver
- CSAT
- Quality
- Automated actions
- Drafts & summaries
Potential integrations
CSAT · Quality · Epic · Cerner · Twilio · Klaviyo
Access and support are confirmed during scoping. Consequential actions follow the agreed approval rules.
Ownership and operation
Enterprise builds include the agreed code and documentation in your environment. Your team can operate the system, or scope ongoing 187N support.
Review security and data flows ↗Related workflows
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