Sending a Quick Text Review link (Live)

You can send a Quick Text Review link to a client who has opted-in to receive messages.

To send a Quick Text Review link

1.   Get verbal consent from the patient to receive a text that will allow them to provide feedback based on their experience.

2.   Click the Two-way Text button on the Navigation bar.

3.   Click a text message conversation or find and click their name using the search bar at the top.

The Text Details page opens.

4.   From the options menu ( in the top-right corner) of the text message, click Send Review Request.

The request is sent to the recipient, and the message appears on the Text Details page.