Patient Satisfaction Survey Bot Template

The conversation, step by step

These are the messages and questions in the template as it comes. Words in brackets are filled in from your business details or from the visitor's earlier answers. A visitor sees only the steps that match the buttons they choose, and you can change any wording, add steps or remove them in the flow builder.

1. Hi! Thanks for visiting [Practice Name]. We'd love your feedback on your recent visit. It only takes a minute!
2. How would you rate your overall experience?
   • Excellent
   • Good
   • Average
   • Poor
   • Very Poor
3. How was the wait time?
   • Very short
   • Reasonable
   • Too long
4. Did [Doctor Name] address all your concerns?
   • Yes, completely
   • Mostly
   • No
5. The visitor is saved as a lead, tagged:
   • survey_completed
   • positive_feedback
6. We're so glad to hear that! Would you consider leaving us a Google review? It helps other patients find us.
   • Leave a Review
   • No thanks
7. Thank you! Here's the link: [Google Review Link] We truly appreciate your support!
8. The visitor is saved as a lead, tagged:
   • survey_completed
   • negative_feedback
9. We're sorry to hear that. We'd like to make this right. What could we have done better with your visit? Please leave out health details; our office manager can go over those with you by phone. The visitor types a reply.
10. Thank you for sharing that. Our office manager will follow up with you to address your concerns. You can also reach us at [Office Phone].
11. Thank you for your feedback! We appreciate you choosing [Practice Name].

What you get with each lead

Every lead this template collects appears in your Alma leads inbox with the answers the visitor gave and these tags, so you can sort and follow up: survey_completed, positive_feedback, negative_feedback. Alma emails you when a new lead arrives. On the Growth plan and up you can also send leads to other software through Zapier, and the Agency plan adds webhooks.

Questions your flow does not cover

A template answers the paths it was built for. To answer other questions in the visitor's own words, add AI answering for $25 a month: it replies from business information you provide as text, which the Alma team loads into your bot. The article on how a knowledge base chatbot works explains what to write.

For more on using a chatbot in this kind of business, see our page on chatbots for healthcare practices.

More healthcare & medical templates

• Medical Practice Welcome BotDirect patients to appointments, office info, or the patient portal, and send refill and health questions to the office by phone.
• Appointment Scheduling BotTake appointment requests with the visit type, a preferred time, and the patient's name and contact details.
• New Patient Request BotTake a first-visit request: visit type, preferred time, whether insurance will be used, name and contact details. Registration forms stay with the practice.
• Refill Callback BotTake a callback request about a refill: name, best time to call and phone number. The office takes the details by phone.
• Office Hours & Location BotShare practice hours, location, providers, and contact information.
• Insurance & Billing BotAnswer billing questions, accepted insurance, and payment options.