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Can I text my patients to write a review?

You can! You will need to gain your patients' consent to send them these types of text communications, but upon their response of "absolutely, would love to!", you can take the following steps to set this as an auto-communication.

Head over to your Campaigns tab, scroll down and select Review and Survey Request:

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You can choose the schedule: 

  • Day of the appointment
  • The next day after the appointment

Then you can choose the Delivery Method: 

  • Send Text Message
  • Send Email

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When you choose to turn on "Send Text Message", a window will pop up:

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This window is meant to remind you of your responsibilities under TCPA:

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Once you accept the "I understand the risks. Proceed with this change" feature, you can continue on with the set-up. Next, you can preview what the text will look like for your patients:

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You'll also note that everything is recorded on your dashboard! Check out the appropriate icon within "Recent Communications":PictureC.png

 Some ideas to gain consent might be to create a custom campaign for your patients to understand what types of text messages they are receiving from your practice, or you can create a RevenueWell custom form to add to the Patient Portal or the Welcome Packet email!

Use these helpful links to learn more about these ways to inform patients about this new feature:

Custom Campaigns: https://help.revenuewell.com/hc/en-us/articles/360002321734-How-do-I-customize-campaigns-

Patient Forms/Welcome Packet: https://help.revenuewell.com/hc/en-us/articles/360002543694-How-do-I-add-forms-to-the-welcome-packet-campaign-

 

 

 

 

 

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