Patient Surveys & NPS replaces “we never hear from patients after they leave” with a live dashboard of NPS, sentiment, and per-provider satisfaction — surveys triggered automatically post-visit on the right channel, at the right moment.
What it does
Most clinics fly blind on satisfaction. The first sign of a problem is a one-star Google review. This agent intercepts that loop — short, mobile-first surveys go out at the optimal moment after each visit, NPS scores update live, detractors trigger an immediate alert to the right manager, and promoters get nudged toward a public review.
How it works
Step 1 — Trigger from visit
Survey fires automatically once the visit is closed in your EHR — typically 2 hours later for non-procedural, 24 hours for procedural.
Step 2 — Score + sentiment
NPS score plus 2–3 service-line custom questions. Open-ended responses analyzed for sentiment and key themes.
Step 3 — Route the response
Detractor (0–6)? Manager gets a Slack/SMS alert in seconds. Promoter (9–10)? They get nudged to leave a Google review (powered by Review Automation).
What you’ll see in 90 days
- Live NPS — track trend, not lagging quarterly numbers
- Hours-not-weeks detection of any service issue
- +0.3–0.5 stars on Google when paired with Review Automation
- Per-provider scorecards for performance reviews
Setup & onboarding
Live in 5 days.
- Day 1–2. Pick service-line questions, set escalation rules, design templates.
- Day 3–4. Connect EHR trigger + alert routing.
- Day 5. Go live, watch the first responses come in.
Common questions
Can we ask different questions per service?
Yes — Botox patients get different questions than urgent-care patients. Fully configurable per service.
What if a patient says something concerning in the open response?
Sentiment analysis flags concerning themes (clinical, complaint, refund) and escalates to the right human immediately.
How do we use the data?
Live dashboard. Per-provider trends. Used for staff coaching, service improvement, and management reviews.
Pricing
$199/month. Includes survey engine, NPS dashboard, alerting, and unlimited responses. Cancel anytime.
Who this is not for
This agent isn’t a fit if:
- Patient cohorts who don't respond to surveys (rare, but real for some specialties).
- Clinics already running an overlapping survey via another vendor — dedupe first.
- Specialties where post-visit engagement is clinically inappropriate.
Troubleshooting
Response rate low
Test send-time variations — 24h delay often beats 2h for non-procedural visits.
Detractors not alerting
Verify the alert routing (Slack/SMS) and that the threshold is set correctly.
Survey not triggering
Visit-close webhook missed. Re-verify the EHR event subscription.
Wrong NPS scoring (0–10 vs 1–5)
Score-range config — verify in admin.
Pair this with
These agents are designed to work alongside this one — clinics typically activate them together:
- Patient CRM — A purpose-built healthcare CRM where every patient, call, text, appointment, and payment lives in one searchable record — auto-tagged and scored.
- No-Show Recovery — Automated win-back sequences that fire the moment an appointment is missed — recovers 30–50% of revenue that would otherwise be lost.
- AI Workflow Automation — "When X happens, do Y." No-code automations that connect every tool — eliminating the copy-paste tax your staff pays daily.
Ready to put this agent to work?
Add it to your plan in 60 seconds, or book a strategy call to map the right combination for your practice.