Learn how to manage the different types of automation and how to control who receives messages
This video covers:
1. How to deselect patients from receiving review requests
2. How to Trigger the messages
3. The different automation options (listed below)
Fully Automated: Service automatically sends a review request to patients the day after their appointment
Daily Review: Service displays patients eligible for review request allowing the practice to choose who to send a request to and trigger messages. If no changes are made the list will send automatically towards the end of the business day.
None: Service displays patients eligible for review request allowing the practice to choose who to send a request to and trigger messages. The list will not send automatically and needs to be triggered by a user.
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