Patient feedback is vital for dental practices to cater to their patients better. CareStack simplifies gathering this input via manual survey or review requests, helping you easily collect insights and boost patient satisfaction. Let’s check out how to easily send these surveys.
Watch this video for a concise summary.
To manually send a review request or survey, perform the steps below:
- Open the Scheduler.
- Right-click on the desired patient's Appointment tile.
- Click Send Review Request or Send Survey from the menu as desired.
On the Send Review Request modal that appears:
- You can choose request links for Google, Facebook, Yelp, or CareStack reviews as needed.
- Set the branding as Global, Group Level, or Location.
- Next, choose the required Text and Email Templates from the dropdown.
- You can view the Text and Email Previews on the right.
- Once done, click Send.
On the Send Survey modal that appears:
Under Request Settings:
- Select a Survey from the dropdown menu.
- Set the branding as Global, Group Level, or Location.
- Select desired Text and Email Templates from the dropdowns.
Under Redirect to Review:
- Select the desired platform (None, Google, Yelp, Facebook, or CareStack).
- Choose between NPS or CSAT scores.
- Select the score to trigger the survey request.
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Click Send.
- The patient will find the survey request in their email inbox.
Note: By using NPS (Net Promoter Score) or CSAT (Customer Satisfaction), you can automatically prompt satisfied patients to leave reviews on your desired platform. |
Note: Patients can be unsubscribed from receiving Review/Survey Requests by leaving the corresponding checkbox unchecked in the Add New/Edit Patient slide-out. |
Practices can use this guide to send surveys or manual survey requests through CareStack, enabling them to consistently gather valuable patient feedback and match patient satisfaction.
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