Automated Patient Satisfaction Surveys
Every morning, WebRun checks your visit log in Google Sheets for visits completed the previous day, drafts a short satisfaction survey text per patient via Twilio for coordinator approval, and when responses come in, posts any low score to Slack immediately so the care team can follow up before the issue escalates.
How do I automatically collect satisfaction surveys after home health visits?
WebRun checks your visit log each morning for visits completed the day before, drafts a short satisfaction survey text per patient via Twilio for coordinator approval, and posts any low-score response to Slack the moment it arrives. Families are only contacted after a human approves each message, keeping patient communication safe.
- Every completed visit gets a satisfaction survey request without manual coordinator work
- Low-score responses reach the care team the same day for immediate follow-up
- Survey results build a running quality record in Google Sheets for trend reporting
Built for home health quality managers · care coordinators · home health agencies · director of nursing
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
docs.google.com/spreadsheetsin a real browser with your saved login - no setup, no API keys. -
1
Google Sheets - find completed visits from yesterday
google.com
WebRun opens Google Sheets to find completed visits from yesterday. - Open the visit log Google Sheet
- Filter for visits marked as completed in the previous day
- Capture the patient name, contact number, visit type, and clinician for each completed visit
Done when Every completed visit from yesterday is identified with its contact details.
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2
Twilio - draft post-visit survey texts
twilio.com
WebRun opens Twilio to draft post-visit survey texts. - Draft a short two-question satisfaction survey text for each completed visit
- Do not send the text. Hold every draft for coordinator review and approval before sending
- Include the clinician name and visit type in each draft so the message is personalized
Done when Survey text drafts are ready for coordinator approval, with none sent yet.
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3
Slack - triage low-score responses
slack.com
WebRun opens Slack to triage low-score responses. - Monitor incoming Twilio survey responses logged to the Sheet
- Post any response with a score of 3 or below to the care quality Slack channel immediately
- Include the patient initials, visit date, clinician, and response text in the Slack alert
Done when Low-score survey responses are visible in Slack for same-day care team follow-up.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it send survey texts to patients without a coordinator approving them?
No. Every survey text is drafted and held in Twilio for coordinator review before sending. The coordinator can edit the draft, personalize the message, or cancel it if the timing is not right for a particular patient.
What counts as a low score that triggers a Slack alert?
By default, any response with a satisfaction score of 3 or below on a 5-point scale triggers an immediate Slack alert. You can adjust the threshold to suit your agency's quality standards and escalation policy.
How are survey responses collected and stored?
Patient responses are received via Twilio and logged automatically to the Google Sheet visit log. Each row records the patient initials, visit date, clinician, and score so your quality team has a running record for reporting and trend analysis.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.