How to automate post appointment surveys with Zentake and Elation

Sending patients a short survey after their visit is a great way to collect feedback and improve your practice. With Zentake Automations and your Elation integration, these surveys can be sent automatically—no extra work for your staff.

Step 1: Create Your Post-Appointment Survey

1. Go to Forms.

2. Click New Form → Blank Form (or duplicate an existing template).

   Add your survey questions:

   • Multiple choice or rating scale for quick feedback
   • Open-text fields for patient comments
3. Click Save & Publish.

Tip: Keep surveys short—3–5 questions typically get the best response rates.

You can get our post appointment survey template here.

Step 2: Customize the Email Message

• In your Form go to Settings.

• Customize a friendly invitation for the patient to complete the survey.

  

• Click Save.

Step 3: Build the Automation

1. Navigate to Automations (under Settings).
2. Click New Automation.
3. Choose the survey you created.
4. Select the Trigger:
   • Checked Out → sends the survey when you mark the patient as checked out in Elation.
5. Choose which appointment types this should send for.
6. Decide when to send it:
   • Immediately after checkout, or
   • A set number of days later
7. If patients visit frequently, set a limit so they don’t receive surveys too often.
8. Click Save Automation.

That’s it! Your post-appointment surveys are now running automatically.