Notifications for Surveys
Both patient-facing and office-facing notifications related to surveys can be found in Admin Tools > Client Manager > 
> Marketing Onboarding > Notifications.
These notifications can be filtered to go to appointments with certain characteristics. Use the filter icons to filter by location, appointment type, or provider. These lists will pull directly from your practice management system. 
If no filters are selected, the notification will deliver to all. If filters are selected then the notification will only deliver to the selected.
Use the Edit icon to make content modifications.
Patient-Facing Notifications
| Notification | Type | Description | Default Content |
| Customer Satisfaction Survey | Sends to the patient 2 hours after the end time of their appointment. Depending upon the patient’s response, 1 of the following 3 actions will occur: (1) Patient chooses “yes” and has a Gmail email – They are then taken to Google to leave a review on the client’s profile (the patient will receive a Customer Satisfaction Survey on the following day as well); (2) Patient chooses “yes” but does NOT have a Gmail email – They are taken to a list of other review engines based on the ones we have setup in Reputation Manager (the patient will receive a Customer Satisfaction Survey on the following day as well); (3) Patient chooses “no” and is taken to the Customer Satisfaction Survey where they can leave feedback that only the practice will see. | Thank you for choosing Practice Name We would love to hear about your visit with Practice Name. As a local business, your reviews and testimonials help us grow and customer service is important to us. Were you satisfied with your visit at Practice Name? After you click the button, you will be given the opportunity to leave us feedback. Sincerely, | |
| Customer Satisfaction Survey | Text | Sends to the patient 2 hours after the end time of their appointment. | Thank you for choosing Practice Name, Please let us know if you would recommend us, YES: Link NO: Link |
| Customer Satisfaction Survey Reply Yes | Notification that sends to the patient if they respond “yes” to options 1 or 2 above. | Thank you for choosing Practice Name We appreciate your online review. If you would like to leave additional feedback for our staff, please take a moment to fill out our survey. Go to Survey Sincerely, |
Office-Facing Notifications
To set recipients for these notifications click on the Edit Icon and add recipients to Send this notification to the following contacts.
| Notification | Type | Description | Default Content |
| Lead Survey Answer To Client | Sends to your staff when a patient completes a survey | Dear Practice Name, We received patient feedback from one of your recent appointments. Click the link below to review and respond. Link We recommend an immediate review of this patient feedback to ensure your team is providing the highest quality of service. Please contact your account manager if you have any additional questions. Sincerely, |
