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What are best practices for Reviews/ Surveys?

Reputation Management → Review Tool Settings

Automated Survey Campaign - Email/SMS - Internal Surveys

  • No review Gating
  • All Patients/New Patients
  • All surveys ask to rate experience
  • Ask for comments on experience
  • (Optional) Opportunity to included  3rd party online profile to leave review inside the internal survey
  • (Optional) Add more questions to analyze specific office  touch points

Review Campaign Automated or Manual

  • Send request via Email or SMS to patients automatically after patient check out or manually at point of checkout in office:
  • Via the Patient Profile under Patient Engagement Tab

Send a survey-review manually-1