The surveying workflow
From queued survey to review, recovery, and a resolved ticket.
This continues the intake demo. The exact patients we just ingested are now surveyed automatically — watch each one route to the right outcome based on how they score. Nothing is saved, so replay away.
Back to intakeAuto-sent, on your terms
Surveys fire after the buffer, honoring quiet hours and re-survey rules — with automatic retries.
Promoters → public reviews
Happy patients get a one-tap Google review invite, turning satisfaction into reputation.
Detractors → private recovery
Unhappy patients get an empathetic follow-up and a ticket — never a public prompt.
Everything rolls up
Scores, sentiment, reviews, and tickets tie to the visit and flow into NPS reporting.
Run the survey workflow
Picking up from intake — 4 surveys were queued via the Post-Visit Satisfaction (NPS) workflow:
Ava Carter· Downtown Clinic
Liam Nguyen· Downtown Clinic
Emma Diaz· Downtown Clinic
Oliver Brooks· Bayside Clinic
0/6
Want to customize the flow?
Pick and tune pre-built survey workflows, then set the auto-survey policy in Settings.