Launch Services

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  1. Step 1: Login to website admin
  2. Step 2: Select the Launch Survey  icon in the lefthand 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.
       
       • • 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!

  

• 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 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

• Monday - Friday
• Hours: 8am - 6pm CST
• Phone:  1-888-840-0739
• FAX: 707-892-0997
• Email: support@pbhs.com