After setting up your satisfaction survey to go to your patients after their first visit (detailed HERE), you may want to keep this monitoring after a certain number of visits. This is how you can do it:

1. Message Templates: Create a Satisfaction Survey whether email or sms

2. Click on Automation Rules and Click on New Automations


  1. Name the Automation for your reference.

  2. Select unsubscription category

  3. Select unsubscription automation type. For information about automation categorization and type click HERE.

  4. Select the iteration of the automation

  5. Click Continue to proceed to the next steps

Click the SELECT button and choose Patients with Appointments

Select the clinic location and click the and button

Then choose their appointment

And set it to less than than 1 day have passed since last appointment then click the and button

Then select their number of past appointments. For example, if you select 5 to 5, then the group will only include the patients who had their last appointment less than 1 day ago and that appointment was their fifth one.

Once done, click the then button to proceed to the next steps. Select communicate with patient -> send satisfaction survey -> select the survey that you created

Set it to 1 hour later

Click on Apply Changes

Then Save Automation

To start the automation simply click the PLAY button.

You can repeat this process to send satisfaction surveys after the number of visits that you desire.

If you have any questions, please chat with us in your Cliniq Apps web messenger.

Enjoy growing your practice!
Cliniq Apps 🚀

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