Launch Products

1. Step 1: Login to website admin
2. Step 2: Select the Launch Survey icon in the left-hand column 
3. Step 3: This will bring you to your Launch Survey Request Reviews tab
   From here, send review requests, view surveys and reviews, publish reviews, open reputation monitor, or view survey stats. 

1. Step 1: Click on the Approve Reviews section on the left. This will lead you directly to your Reviews Dashboard.
    You can also click on the "Reviews" section at the top of the screen to see ALL reviews.
2. Step 2: Here you can review, approve, unapprove, trash, print and comment on any patient surveys. 
   • Approve:   Click on the hand icon to make a "thumbs-up"!
     Reviews will publish to the "Testimonials" page of your website, usually www.yourdomian.com/testimonials and to your business Facebook page (if you have the social connect feature enabled)
   • Unapprove:  Click on the hand icon again, making it a thumbs-down. 
   • Once it is unapproved, It will remove the review from your website and the icon will look like this.
     
     • • Note: Unapproving a review will NOT automatically remove it from your business Facebook page if it has already been posted. You will need to login to your business Facebook page and manually remove it. 
   • Trash:   Click on the trash can icon, this will mark this comment as "Trashed".  Note there is no way to permanently remove a Review. 
   • Print:  Click on the printer icon, this will print the entire review form with the answers from this patient. 
   • View entire response/comment: Click on the conversation bubble icon, this will display the entire review with their Overall Comments which you will have the option to privately or publicly respond to the patient.    

• Step 1: When you click "Promote Survey" a new window will appear to display your new and existing campaigns. Here you have the option to "Create a New Campaign". 
• Step 2: Next you will modify the Email Message Template to include custom content in addition to the link to the review form on your website. The preview on the right shows you what your email will look like to the recipient!

  You can edit the following:

  • Choose a Campaign Title(Email Subject Line), for example: "Your Opinion Is Valuable: Tell Us What you Think!"
  • Choose an Email Message Title, for example: "Review Your Visit To Our Practice"
  • Choose what you'd like to include in the Email Message, for example: "Check out this quick survey! We love hearing your suggestions, and it only takes a few seconds! Click here to share your recent experience with us."
  • Choose your Email Footer Text, for example: "Our Practice. 1000 Tooth Lane Suite 100. City, ST Zip. T:555-555-5555"
• Step 3: You can "Send a Test Email" at any time with the option in the lower left, and if you are ready to proceed simply click "Save Template" in the lower right.

  

• Step 4: When your template email is saved, you'll see the Promotion Campaigns screen again with your new campaign included. Click "Edit Message Template" to continue making changes to the email or click the "Send to New Contacts" button in the bottom right to proceed.

  

• Step 5: In the next view you can add contacts to send your campaign email to. Click "Add New Contacts" in the upper right. Here you can add email addresses separated by commas (ie. email1@domain.com,email2@domain.com) or upload a CSV file of contacts. Then click "Save Emails" in the bottom right.

  

• Step 6: The next screen displays the email addresses you have entered - check the recipients to send your campaign to and use the "Add New Contacts" in the upper right to add to this list. Choose "Send Selected" in the bottom right. You can also "Remove Selected" or "Save and Return" to the Promotion Campaigns screen.

  

• Step 7: The next screen shows you a list of Sent Contacts, and will display the time sent and action taken by the recipient. You can always "Add New Contacts" in the upper right to send your campaign to a new group of recipients. Again, "Save and Return" will take you back to the Promotion Campaigns screen.

  

• Step 8: Just as you saw in the preview screen when editing the email message, a link to your patient survey will appear in an email to your patients:

  

• After the campaign is launched, you can view statistics on the results easily for each launched campaign on the Promotion Campaigns screen:

• Google (plus.google.com)
• Yelp (www.yelp.com)
• RateMDs (www.ratemds.com)
• ZocDoc (www.zocdoc.com)
• Vitals (www.vitals.com)
• Rate-a-Biz (www.rateabiz.com)

Once added to your website for you, you will see these reviews collected by other platforms display here for viewing only. You will not be able to post these reviews collected from other sources to your site - but it will give you a great idea for your overall reputation from across the web!

First Time Login & Accepting Terms

• Login to your website admin
• Open Launch Survey    
• Open the Request Reviews tab.     
• Before using this new feature, you will be prompted (one time) to agree to the terms of the new feature, select "I agree to the terms" button to accept (you may need to scroll down on this page to see this button).
  • If you office previously accepted the terms, you will no longer see this page (skip this step).
  • If you have multiple users, each user much accept the terms before that unique user can utilize the new feature!
    

Single Review Link Campaign

While request campaigns allow for and work well with multiple review links, the best user experience for your patients is to only include one review link per campaign.

A single review campaign will create a more focused approach to review collection. To create a Single Review Link Campaign:

• Step 1: Once you agree to the new terms above, select the new button labeled Create a New Campaign:
  
  • If you see an alert, it is possible that you have not setup your third party review sites just yet.  
  • Click here to follow instructions on how to complete this.
• Step 2: Enter a title for your campaign (also used as the Email Subject):
  1. By default it will provide a title for you Thank You For Choosing [Practice Name Auto Inserted]
  2. You can add or modify your own title, by clicking/typing in the text field:
• Step 3: Select "Next" once your Title/Email Subject is set
• Step 4: Select ONE review site you would like to use by clicking the checkbox to the LEFT of each option.   
• Step 5: Once you've made your review selections, please select the + Create Campaign button (located in the bottom RIGHT hand corner).  
• Step 6: Select the patient contact you would like to send to by clicking the checkbox to the LEFT of each name:

  • PLEASE NOTE:  Google's review policy specifically states "Don't solicit reviews from customers in bulk"

  • Best practice would be to send out review request campaigns immediately after a patient visits the office or sending out a small batch of requests at the end of the day.

• Step 7: Once you've made your selection, please select the Send Selected Contacts [1] blue button (located in the bottom RIGHT hand corner) to complete and send.
• Step 8: Once sent, the selected contacts in this campaign will turn green, along with a confirmation stating it successfully sent (located in the upper right hand corner).
• Step 9: Select the X in the upper RIGHT hand corner to exit this page at anytime. This will bring you back to your main Launch Survey Request Reviews Page.You can now use Launch Survey to send patients directly to third party review sites, specifically Google and Yelp. **Please note, you can add any third party review system as long as you have a public link.

Multiple Review Link Campaign

Using multiple review sites will take the potential patient reviewer to a generated page where they can pick which review site to use  (note they can use the email or text link again if they would like to leave a review on both platforms). To do this:

• Step 1: Once you agree to the new terms above, select the new button labeled Create a New Campaign:
  
  • If you see an alert, it is possible that you have not setup your third party review sites just yet.  
  • Click here to follow instructions on how to complete this.
• Step 2: Enter a title for your campaign (also used as the Email Subject).
  1. By default it will provide a title for you Thank You For Choosing [Practice Name Auto Inserted]
  2. You can add or modify your own title, by clicking/typing in the text field.
• Step 3: Select "Next" once your Title/Email Subject is set.
• Step 4: Select multiple review sites you would like to use by clicking the checkbox to the LEFT of each option.
• Step 5: Select  + Create Campaign 
• Step 6: Select the patient contact you would like to send to by clicking the checkbox to the LEFT of each name:

  • PLEASE NOTE:  Google's review policy specifically states "Don't solicit reviews from customers in bulk"

    **Best practice would be to send out request campaigns immediately after a patient visits the office or sending out a small batch of requests at the end of the day.
    **Google may remove reviews if they violate the terms listed above.

• Step 7: Select the Send Selected Contacts [1] blue button to complete and send.
• Step 8: Once sent, the selected contacts in this campaign will turn green, along with a confirmation stating it successfully sent (located in the upper right hand corner).
• Step 9: Select the X in the upper RIGHT hand corner to exit this page at anytime. This will bring you back to your main Launch Survey Request Reviews Page.

• Survey Overview - shows you a graphical representation of the total survey reviews submitted per month.
• Top Answered Questions - gives you an idea for how often patients answer specific questions on your survey.
• Overall Rating Breakdown - demonstrates how many reviews are collected based on overall star rating.
  
• Average Ratings of Questions - provides you a compilation of the average star ratings submitted by patients for each star-rated question on your survey.
• Reputation Sites Rating - this will show statistics from reviews brought in from the web!
• All Survey Stats Sidebar - shows the total surveys submitted, total approved, those pending approval, and your average star rating. At the bottom it shows you the average overall rating and how many reviews that is based upon.

Chat Ai is an interactive website add-on that will automatically greet new website visitors and seamlessly maximize lead conversions. Most clients achieve over 25 new patients per month from Chat Ai! You work hard to get patients to your website - don't let them slip away.

Our pre-trained library is a combination of commonly asked questions that can apply to many types of businesses as well as, in some cases, industry-specific questions & answers that have been developed for your digital receptionist based on common use cases. 

Chat Ai helps patients:

• Book Appointments (even after hours)
• Quickly Locate the procedural information of interest
• Register Online with secure online e-forms
• Pay Bills directly through your practice website

Click here to review instructions on how to implement Call Forwarding by Phone Service Provider.

Patients that wish to speak via phone will be sent to your phone line. If no one is available to answer the phone, they will be sent to a Voicemail which is accessible through your Chat portal.

With Launch Chat AI, you can view live chat conversations that are going on in real time.  You can even step in, and take over the conversation whenever needed.  

To view your live chat messages occurring in real time, follow the instructions below:

1. Login to: https://revenuewell.digital-receptionist.com/
   **If you do not remember your password you can click on forgot password to reset at anytime.
2. Navigate to the vertical menu on the left hand side, and select the top option:
   *directly below the RW logo.
   
3. Here you will see all conversations, this tab can be kept open at all times to monitor this in real time:
   
4. If a potential patient request to speak with someone live, it will open a Chat in your digital receptionist inbox:
   
   
   1. Live support chats can be distinguished in your inbox with the red font "Live Support":
      
   2. The office has about 60-90 seconds to reply.
   3. If no reply by the office, the chatbot will reply with the following message "Thank you. I have notified our staff to get back to you. Type 'main menu' to see the options or ask me a question."
5. When you select a conversation to your left
   
6. You will see the persons contact information on the right hand side:
   
7. For any missed conversations, the potential lead's email and phone number are captured so you can reach out and follow-up as needed.

1. Log into https://revenuewell.digital-receptionist.com/
2. From the settings dash board select the option Color
   
   
3. Choose a new color for the Chat Box
   
4. You can select a premade color or select a custom color. To select a custom color:
   1. Click on the custom color box.
   2. Use the slider within the color spectrum to choose the basic color.
   3. Then use your mouse to move the circular color selector to fine tune the color
      
5. This will modify the color of the chat bot as indicated on the right side of the screen.
6. *There is no save button. Select the back button on the internet browser navigation bar

To add custom Q&A questions first type up the FAQ list or custom Q&A’s you would like the chat bot to pull from.

File requirements:

• File size can’t exceed 8 MB
• File must be saved as PDF, DocX, TXT
• Up to 25 separate documents can be uploaded

Once you have created your file:

1. Log into https://revenuewell.digital-receptionist.com/ with your admin user and password.
2. Navigate to the Settings section, located on the vertical menu to the far LEFT.
3. Under Customize Automated Assistant, select the Knowledgebase and Custom Q&A option:
   
4. Select the Upload to knowledgebase option:
   
5. Select the Documents tab in the top left corner, directly under the title Upload Documents to Knowledgebase
6. Select the Add New Document button, located on the top right corner of the screen.
   
7. Click on the select file button to select the file you would like to upload
8. Once the file is selected, click on the select open.

The Chat Ai system can take up to 24 hours to learn the questions and responses.