Patient Engage

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Sending a review request

Word of mouth is one of the most powerful forms of advertising, and you can capitalize on this using our referral communication. Every email message sent from Patient Engage contains a Refer a Friend button at the bottom. Thank-you email messages can really help drive your referral program.

You can also add an incentive for patients to refer their friends and family.

To send a review request

1.   Log in to Patient Engage.

2.   Click General.

3.   Under General, click Dashboard.

4.   On your Dashboard, scroll down to the Today’s Follow-Up Actions section, and click the Request Review via Text icon.

5.   Ask for verbal consent, then click Next.

Note: You only need to ask for verbal consent the first time for each patient.

6.   Select the appropriate option (depending on if your patient's response) and then click Submit.

Note: If the patient has a textable number on file, it will auto-populate in the mobile number field. You can also manually enter in a phone number if it’s blank or replace it if the client wants to use a different number.

7.   After selecting Yes, read the prompt on the screen to the patient, and then click Done.

Note: If you selected no, the request is canceled. Click Done to exit the screen.

The patient will need to reply with TEXT to opt in and receive the review link.

Note: Your patient will only need to opt in once. For the US, this will also opt your patients in to receiving text messages for future appointments. For Canada, clients will still need to opt in through the Welcome text to receive appointment reminders.

 

To send a review request via text for patients without an appointment

1.   Log in to Patient Engage.

2.   Click General.

3.   Under General, click Dashboard.

4.   On your Dashboard, scroll down to the Today’s Follow-Up Actions section, and click on the Search box in the top right corner.

5.   Type the name of the patient.

6.   Click the name of the patient.

7.   Follow steps 5-7 above for sending review requests.

 

To send a review request via text after patients have opted in

1.   Log in to Patient Engage.

2.   Click General.

3.   Under General, click Dashboard.

4.   On your Dashboard, scroll down to the Today’s Follow-Up Actions section, and click on the Request Review via Text icon.

5.   Ask your patient if they are willing to provide feedback on their visit.

6.   If they answer yes, click Send. If they answer no, click Cancel.

 

Note: You can also send a review request by sending a Quick Text Review link to patients.