How Do I Send Reviews Manually?

Flex will allow you to send automatic reviews to all of your patients. 
However, if you want to send a manual review for a specific patient that is quite easy to do!

First, search for your patient:

patient search.png

Once you choose your patients, the profile page will load.
From here, choose the 'send review' icon (star icon) and you'll be prompted to send a text or email review:

manual review icon (star) on patient profile.png

text_or_email_review_manual.png

Please be aware your patient needs a valid wireless or home phone number, or valid email address on file with your practice management system to send the review.
Flex will show you if there is one on file:

 email and phone on patient profile.png

In my example above, there is a valid email, but no valid phone number on file.
If you attempt to send a review without the appropriate data, Flex will prompt you with an error response:

error_manual_review.png

Otherwise, Flex will prompt you with a successful message:

successful_review_sent.png

If you have any questions after reading the content above, please contact support or comment below!
Thank you!

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.