Welcome to RevenueWell 👋
Thank you for choosing RevenueWell to take your practice marketing and communication to the next level! We are excited to work with you to maximize your practice efficiency, personalize your patient engagement, attract and retain patients for your practice, and increase your overall patient satisfaction. As your dedicated partner in practice success, we will teach you how to succeed using the tools, features, and customizations in Marketing Platform.
Eager to get started? In preparation for your platform to go live, here are important steps you can take to ensure a smooth transition to RevenueWell!
- To prepare for your RevenueWell Installation, please complete the steps below:
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Follow the link in your Welcome email to create your password and complete your login credentials. Your default username is your email address. Once you create a password, access RevenueWell from any web browser by logging in at revenuewell.com.
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Before your data sync installation, update your server to the most recent version of .NET framework. Here’s how:
- Navigate to this website on your server computer.
- Follow the prompts to download.
- Once the update is complete, reboot the server prior to your installation call.
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To prepare your team for your RevenueWell launch, make sure everyone on your team creates an account in RevenueWell with a unique username and password. No one should share login credentials to maintain the security and functionality of Marketing Platform.
In your onboarding training, we will review all the features and settings you need to quickly get on your feet in RevenueWell. Prior to your training, log into RevenueWell and familiarize yourself with Marketing Platform. Enroll in our RevenueWell Academy courses to learn processes and best practices for each valuable tool and component included in the platform.
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- Take time to configure your practice settings by reviewing these important aspects of Marketing Platform:
- Head to your Settings and find Business Info. Complete these details for your practice microsite to improve your web visibility:
- General Practice Info
- Your Microsite Special
- Services Offered
- Insurance Accepted
- Languages Spoken
- Payment Methods Accepted
- Your Team
- Your Media
- Your Certifications & Memberships
- Under Settings, select Business Hours. Set your business office hours for each day of the week and add any Holidays or special days that may have irregular hours.
- Next, find Appointment Confirmations in your Settings. Review the five Appointment Confirmation and Reminder attempts and select which attempts you want to activate for your patients. The five attempts include:
- Save the Date Reminder
- Post Card Reminder
- First Reminder
- Second Reminder
- Same Day Reminder
It’s helpful to look over these options before your onboarding training to decide which attempts are best for your practice needs and patient preferences. If you have questions or need help finalizing your settings, your Onboarding Specialist will help you finalize these confirmations during your training.
- Continue to configure your settings by selecting the Patient Connect Portal. Here you can decide what actions and abilities you want to allow for patients within their secure and unique patient portals, also known as PatientConnect365.
You can activate or deactivate the following features in the Patient Portal:- Messages from Doctors on the Home Page
- Deals and Promotions on the Home Page
- Access to Transaction History
- Access to Online Payments
- Access to Insurance Balance
- Access to Treatment History
- Next, find Patient Enrollment in your Settings. Review the RevenueWell Welcome Letter, edit the message as you desire, and activate it by selecting YES in the top right corner of the communication box. Once your RevenueWell platform is launched, this message will be sent to all patients inviting them to explore their Patient Portal and take advantage of the ability to book appointments online, set communication preferences, see discounts, etc.
- Finally, make sure to review your Settings for Phone & SMS. Set your Phone Schedule and Text Message Schedule which determines when RevenueWell can complete automatic calls or texts to patients. If you're unsure, we recommend choosing 8am - 8pm. Carefully review the Text Messages Enrollment section to determine if you want patients to have the option to opt into text messages from your practice.
- Head to your Settings and find Business Info. Complete these details for your practice microsite to improve your web visibility:
- Don’t forget to review, customize, and activate your Automatic Campaigns in RevenueWell. These automated messages are extremely effective in keeping patients engaged, educated, and loyal to your practice. You don’t have to activate all of them, either. Activate the campaigns that will be most helpful for your practice to start and then come back later to explore more options when you’re ready. To learn more about the specifics of each Automatic Campaign, check out this Help Center article.
Don't worry! No communications will be sent to your patients until your account has been fully activated. Turn on Automatic Campaigns now so they’re ready to go when RevenueWell is launched for your practice.
Birthday CardsSends birthday wishes to your patients through postcard or email on their special day.
Email Address RequestA text message requesting an email address from patients who do not have one on record.
Expiring Insurance Benefits ReminderReminds patients to use or lose their remaining insurance benefits before the end of the insurance year.
Holiday MessagesSends festive messages to your patients around major holidays like Independence Day, Thanksgiving, and the December holidays.
Patient ReactivationReaches out to patients who haven’t come in for a visit in many months and reminds them to book an appointment soon.
Post-Op InstructionsSend postoperative instructions to patients through email after they’ve completed qualifying operations or services at your office.
RecallsSends a message to patients through text, email, or postcard encouraging them to schedule a hygiene appointment soon. This is triggered when a patient’s recall date is approaching and they don’t have a visit on the schedule.
Review & Survey RequestsAsks patients to submit an online review or complete a survey after an appointment
Treatment Plan Follow-UpsReaches out to patients with proposed treatment plans that haven’t been accepted or scheduled and reminds them to consider the recommended treatment and book an appointment to complete.
Welcome PacketsSends a welcome message to new patients encouraging them to submit new patient forms.
- Don’t skip these final steps to optimize your Marketing Platform experience:
- Download the RevenueWell Desktop App for Messenger.
- Download the On the Go App.
- Set up your account with Rectangle Health for easy patient payments.
- Connect your Facebook profile.
- Update your Logo: Navigate to Settings > Logo and Web Appearance > Select “Choose a Logo” > "My Logos" > “Upload a New Image” > Choose file “Insert Selected Image."
- Update your Web Banner: Navigate to Settings > Logo and Web Appearance. Click the link below the default banner to see banner options. To add your own, select “My Banners” and upload your banner image. Make sure the image dimensions are 723 px x 140 px.
- Upload Reviews: To include patient reviews from a previous system in RevenueWell, send a .csv file of your office reviews to your Onboarding Specialist.
- Enroll in the RevenueWell Academy to access specialized product courses and learning paths for boosting your success with RevenueWell!