Dr. Reviews 103: Integration

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Sales: 1-866-932-5888

Dr. Reviews 103
Integrating with your EMR or Appointment Scheduling Software
This email is sent to clients of Review Concierge once they sign up for the $50/mo Professional Plan. It describes how to get better reviews online by integrating Review Link (drstars.com) into your practice management software.

Please forward this email to your office manager, have him/her print it out and bring it back to you with the following action steps checked-off: CHECKLIST: ACTION STEPS 1. 2. [ ] Determine the length of your treatment “funnel” [ ] If YES, a. [ ] Put a custom checkbox in your EMR b. [ ] Establish a monthly protocol to send Review Letter emails [ ] If YES, c. [ ] Integrate Review Link into your post-appointment emails

3.

ACTION STEPS 1. Here’s how to determine if your practice needs to be selective about who receives Review Link or if you should automatically send each patient Review Link after their appointment. Does your practice have a longer treatment “funnel”—where patients receive a final outcome over time? An example would be a Plastic Surgeon or a Fertility Clinic. These types of practices need to be selective about which patients they ask for reviews. Only patients who have positive outcomes should be asked. Or is your treatment funnel shorter—where patients are satisfied after each visit? An example would be a Dentist or a Family Practitioner. This type of practice can automatically send a request for review to each patient after their appointment. 2. Long Treatment Funnels a. If you have a longer funnel like a Plastic Surgeon, it is appropriate to ask for a

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review after the final outcome has been achieved. (FYI - For cosmetic plastic surgeons that is around three months post-op.) A way to segment happy patients in your EMR is to add a custom checkbox to the patient record. The checkbox says, [ ] Happy. Ask for feedback. The doctor or the staff are allowed to check this for any patient who is satisfied after the final outcome. b. At the end of the month, an office administrator runs a report of all patients who have this box checked. The administrator sends each patient an email or a physical letter requesting a review. (You can re-use the Patient Review Letter discussed in lesson 101 of this course.) The administrator ends by unchecking the box [ ] Happy. Ask for feedback for each patient who was just sent a letter. Your Review Concierge can help you customize your EMR. We will get on a screen sharing session together and figure out the best way to setup your software. We can also work with your software vendor to get their help with setup. Call us at 1-866-407-6020. 3. Short treatment funnels c. If you have a shorter treatment funnel, you can customize your appointment scheduling software to automatically send Review Link after each patient visit. Demandforce, Lighthouse 360, and Sesame are all examples of software that automatically send post-appointment emails to patients. All you need to do is customize the default email templates provided by your software. Replace any links to their survey feature with a link to www.DrStars.com/YourLink. Here are integration guides for: ● Demandforce ● Sesame ● LightHouse 360 Your Review Concierge can help you perform an integration with your appointment scheduling software. We will get on a screen sharing session together and figure out the best setup. We can also work with your software vendor on this. Call us at 1-866-407-6020.

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To fast-forward this lesson plan and talk to a Review Concierge about establishing a protocol in your office to get more reviews, please call 866.407.6020 or email [email protected]. LAST WEEK’S LESSON - Dr. Reviews 102: Just Ask Last week’s lesson was expected to get a review from 1 out of 20 patients. When used in conjunction with this week’s lesson, you will begin a consistent flow of positive reviews which will continue for years to come. To view last week’s lesson, visit: http://www.scribd.com/doc/201887073/Dr-Reviews-102-Just-Ask Review Concierge is located in sunny San Diego. Specifically, at 9707 Waples St San Diego, CA 92121 United States Sales: 1-866-932-5888 Support: 1-866-407-6020 Email: [email protected]

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Disclaimer
The materials on this document are provided for informational purposes only and do not constitute legal advice. These materials are intended, but not promised or guaranteed to be current, complete, or up-to-date and should in no way be taken as an indication of future results. Transmission of the information is not intended to create, and the receipt does not constitute, an attorney-client relationship between sender and receiver. The newsletters and articles on this website are offered only for general informational and educational purposes. They are not offered as and do not constitute legal advice or legal opinions. You should not act or rely on any information contained in this website without first seeking the advice of an attorney. The newsletters and articles on this website are offered only for general informational and educational purposes. They are not offered as and do not constitute legal advice or legal opinions. This website contains many pages of hyperlinks to other resources on the Internet. These links are provided as citations and aids to help you identify and locate other Internet resources that may be of interest, and are not intended to state or imply that Expert Reputation dba Review Concierge sponsors, is affiliated or associated with, or is legally authorized to use any trade name, registered trademark, logo, legal or official seal, or copyrighted symbol that may be reflected in the links.

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