How to Collect Patient Feedback After Appointments Using Pabbly Connect

Learn how to automate the collection of patient feedback after appointments using Pabbly Connect to integrate Jotform and Stackby seamlessly. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Patient Feedback Automation

To collect patient feedback after appointments, start by accessing Pabbly Connect. This platform serves as the central hub for integrating various applications like Jotform and Stackby seamlessly. Open your browser and type in the URL: Pabbly.com/cc/connect to access the Pabbly Connect dashboard.

Once on the Pabbly Connect page, you will see options to sign in or sign up. If you already have an account, simply sign in. If not, you can create a free account, which includes 100 free tasks every month to practice your workflows. After signing in, click on the ‘Create Workflow’ button to start setting up your automation.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect to connect Jotform to Stackby. Name your workflow something like ‘Jotform to Stackby Integration’. This name will help you identify the workflow later. Click on the ‘Create’ button to proceed.

• Select ‘Jotform’ as the trigger application.
• Choose ‘New Response’ as the trigger event.
• Copy the provided webhook URL to connect Jotform with Pabbly Connect.

After setting the trigger, navigate to your Jotform account, select the Patient Feedback Form, and go to Integrations. Here, search for Webhooks, click on it, and add the webhook URL you copied from Pabbly Connect. Complete the integration process by clicking on ‘Complete Integration’ and then ‘Publish’. This action connects your Jotform account to Pabbly Connect, allowing data to flow seamlessly.

3. Mapping Patient Feedback Data to Stackby

Next, we will map the patient feedback data collected from Jotform to Stackby using Pabbly Connect. After setting up the Jotform trigger, the next step is to choose Stackby as the action application. Select the ‘Create Row’ action to add the feedback data to your Stackby database.

• Enter your Stackby API key to establish a connection.
• Select the appropriate workspace and table in Stackby.
• Map the fields from Jotform responses to the corresponding columns in Stackby.

After mapping the fields, click on ‘Save and Send Test Request’. This step will send a test response to Stackby, creating a new row with the feedback data. If successful, you will see the new row ID in Stackby, confirming that the automation is working as intended.

4. Testing the Automation for Patient Feedback

Now that the workflow is set up, it’s time to test the automation using Pabbly Connect. Fill out the Patient Feedback Form in Jotform with sample data, such as your name, email, and feedback ratings. Once you submit the form, this data should automatically populate in your Stackby table.

Verify that all fields are correctly filled in Stackby. Check for any discrepancies in the feedback data. Ensure that the automation triggers correctly for multiple submissions.

For example, if you submit feedback for a patient named Arpit Sharma, check that the corresponding row in Stackby reflects all the details accurately. This confirms that your integration is functioning properly and is ready for real patient feedback submissions.

5. Conclusion: Streamlining Patient Feedback Collection

In conclusion, using Pabbly Connect to automate the collection of patient feedback after appointments can significantly enhance your workflow. By integrating Jotform and Stackby, you can ensure that all feedback is collected and stored efficiently, enabling you to improve your services based on patient insights.

This process not only saves time but also reduces the risk of manual errors. By following the steps outlined in this tutorial, you can set up a reliable feedback collection system that benefits both your clinic and your patients.