Launch Products

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  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. 

  

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  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.
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         • 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.    

  

• From the main Surveys Dashboard, you can choose the "Promote Survey" option  to launch a new promotion campaign. This will send an email blast to the patients of your choice with a link to the survey. You can re-launch a previous campaign to new recipients at any time.
  • 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:

• The Reputation Monitor section allows you to see your overall reviews reputation from across the web. PBHS Support can assist you with adding the URLs to your favorite reputation management platforms:

  • 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.  
  • 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.
• In the Survey Stats section of Launch Survey, you will see a few categories:
  • 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 automatically greets new visitors, helps capture leads, and supports patients with quick, accurate responses. Most practices see an average of 25+ new patients per month using Chat AI.

Your website already attracts potential patients — Chat AI ensures they stay engaged, get answers quickly, and convert into scheduled appointments.

Chat AI helps patients:

• Book Appointments — even after hours

• Find Procedure Information instantly

• Complete Online Registration via secure e-forms

• Pay Bills directly on your practice website

Chat AI comes with a pre-trained library of frequently asked questions covering:

• Common patient inquiries across dental and aesthetic practices

• Industry-specific topics and terminology

• Guidance and answers that reflect your practice’s tone and policies

You can easily customize and expand the knowledge base to match your office’s services and communication style.

1. To enable your chatbot:
   1. Open Settings.
   2. Under the Enable Settings section, click Website.
      
   3. Here, you can access the JavaScript code required to launch your digital receptionist. Use Copy Script to copy and paste it directly into your website’s header, or select Email Script to send it to your webmaster for installation.
      
   4. Ensure that you set the toggle to ‘Yes’ to display the digital receptionist on our website after the JavaScript pixel is added.

2. Call Forwarding Chat Ai Setup

   If patients choose to speak with a live team member, calls can be forwarded directly to your office line. If no one answers, callers will be directed to voicemail, accessible through your Chat AI portal.

   👉 Click here for guidance on setting up call forwarding following your phone service provider’s instructions.

3. Accessing Live Chat

   With Chat AI, you can monitor and join live conversations in real time.  

   To access live chats:

   1. Log in to https://revenuewell.digital-receptionist.com. 
   2. Navigate to the Inbox. 
      
   3. Here you will see all conversations, this tab can be kept open at all times to monitor this in real time:
      

   4. Live chats labeled “Live Support” appear in red text.

      • The office has 60–90 seconds to reply before Chat AI sends an automated message:
        “Thank you. I’ve notified our staff to get back to you. Type ‘main menu’ to see options or ask me a question.”

      • Missed chats will still capture email and phone information for follow-up.
        

   5. When you select a conversation to your left, you will see the person's contact information on the right-hand side, the option to send a message or view the conversation in the middle window, or view the timeline of the conversation. 
      
4. To customize your chatbot's greeting:

   1. Open Settings.

   2. Under Branding & Communication, click Welcome Greeting.
      

   3. Here you can customize your header and message. Preview the chatbot on the right.
5. Customize the Chat Window Style:

   1. Open Settings.

   2. Under Branding & Communication, click Chat Window Style.
      

   3. From here, you can select the default size for your digital receptionist window when it first launches. The available options are Full Window, Medium Window, and Small Window. Visitors can adjust the chat window size at any time while browsing your website. Click each option to preview how it will appear on your site.
      
       

   4. Note: For the best mobile experience, the chat window will automatically open in Medium Window mode on mobile devices, even if Full Window is selected.

6. Changing the color of your chatbot. 
   1. Log in to https://revenuewell.digital-receptionist.com/.
   2. From Settings, under Branding & Communication, select the option Color.
      
       
   3. Choose a new color, enter your custom color HEX code, or use the custom color selector to pick a custom color. 
      
   4. Note: There is no save button. Select the back button on the internet browser navigation bar to save your selection and return to your settings.

7. To add questions to your knowledge base:

   1. Log in to https://revenuewell.digital-receptionist.com/.
   2. Navigate toaqq Settings section, located on the vertical menu to the far LEFT.
   3. Select the Knowledgebase and Custom Q&A option:
      
   4. Here, view and select the options that best fits your needs.
      
   5. Add Pretrained FAQs - Select / De-select topics to review pre-trained QnA
   6. Bulk Edit Q&A - View, enable/disable, and edit the full list of questions and answers used to train the AI Chat Bot. 
      
   7. Add Custom Question - Add individual custom questions and answers.
      

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

8. canned response

9. The Appointments & Live Help settings allow your Automated Assistant to help potential patients request or schedule appointments directly through the chat.

   Step 1: Log In to Digital Receptionist

   1. Navigate to: https://revenuewell.digital-receptionist.com/
   2. Log in using your Digital Receptionist account credentials.

   Step 2: Access Appointments & Live Help Settings;

   Once logged in:

   1. Navigate to Settings.
   2. Under Customize Automated Assistant, select Appointments Live Support.
   3. From here, you can customize how your Automated Assistant handles appointment requests.

   Step 3: Choose Whether to Accept Appointment Requests Locate the following setting: Do you want the Automated Assistant to take an appointment request?

   • Select Yes if your practice schedules appointments and you would like the Automated Assistant to help collect or direct appointment requests.
   • Select No if you do not want the Automated Assistant to assist with appointment requests.

   Step 4: Choose Whether Patients Can Schedule Online 
   Next, locate: 
   
   Do you allow customers to book appointments via an online scheduler? 
   If your practice already has an online appointment request or scheduling form, this can be connected so patients are directed to your existing online scheduling process. 
   

   • Select Yes: If patients can schedule or request appointments online, select Yes and enter the URL for your online scheduling page or appointment request form. 
   • Select No: If your practice does not offer online scheduling, select No.

   What Happens If You Accept Appointment Requests but Do Not Have Online Scheduling? 
   If you select Yes for appointment requests but No for online scheduling, the Automated Assistant can still collect appointment requests for your practice.

   When a patient indicates they would like to schedule an appointment, they will be provided with fields directly within the chat to submit their:

   • Contact information
   • Preferred appointment day and/or time

   Your practice will receive an alert when an appointment request is submitted. 
   
   Your team can then review the request and follow up with the patient to confirm their appointment using Digital Receptionist chat, email, or phone. 
   
   Important: An appointment request does not automatically confirm an appointment. Your practice will still need to contact the patient and confirm availability.

    

10. Adding pictures and videos to Launch Chat AI helps provide potential patients with useful visual information about your practice. You can add photos and videos of your:

    • Lobby and reception area
    • Doctors and staff
    • Exam or treatment rooms
    • Office equipment and technology
    • Other areas or features of your practice

    We recommend adding at least 3–5 high-quality images and 1–2 videos, if available.

    Important: Videos have a 10 MB file size limit.

    Adding Pictures

    Step 1: Access Pictures & Videos

    Log in to your Launch Chat AI account.

    From the main menu:

    1. Select the Setup tab.
    2. Locate Other Settings.
    3. Select Pictures & Videos.

    Step 2: Enable Pictures

    Locate the option to display pictures and toggle the On/Off switch to On.

    Step 3: Add an Image

    Select the Add Image button.

    A pop-up window will appear where you can enter information about your image.

    Step 4: Enter the Image Information

    Enter the following:

    • Title: Give your image a descriptive title.
    • Description: Provide a brief description of what is shown in the image.
    • Image: Upload an image file directly from your computer or provide the URL for the image.

    For the best results, use clear, high-quality images that accurately represent your practice.

    Step 5: Save the Image

    Once you have entered the image information and selected your image, click OK to save it.

    Repeat these steps for any additional images you would like to add.

    Adding Videos

    Step 1: Enable Videos

    From the Pictures & Videos settings, locate:

    Would you like to show videos to attract customers?

    Toggle this setting to On.

    Step 2: Add a Video

    Select the Add Video button.

    A pop-up window will appear where you can enter the information for your video.

    Step 3: Enter the Video Information

    Enter the following:

    • Title: Give your video a descriptive title.
    • Description: Provide a brief description of the video.
    • Video: Upload the video directly from your computer or provide a URL link to the video.

    Remember: Uploaded video files must be 10 MB or smaller.

    Step 4: Save the Video

    Once all information has been entered, select OK to save the video.

    Repeat these steps for any additional videos you would like to add.

    Recommended Best Practices

    Use professional, high-quality photos and videos whenever possible. Choose visuals that give potential patients a helpful introduction to your practice, team, facility, services, and technology.