A. Where to SETUP the Customer Radar Patient Query
This is where you will learn to set up your Reputation Manager.
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Step 4. Follow prompts if requested to such as “next”
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B. Setup Reputation Message to send
This is where you will learn how to create SMS or Email templates to send out to get reputation feedback.
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Here is where you add your content for the message and you can give it a name and code - I suggest both be named clearly what they are. ie: SMSFEEDBACK1
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C
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This is where you will learn to put all the steps in this how-to - together.
MINUMUM VERSION OF EXACT TO ENABLE THIS QUERY IS: EXACT VERSION 13.452
Step 1. Go to the Automatic Appointment Follow-ups window in Exact as per section A of this document.
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Step 2. Select the TYPE of communication means such as SMS, Letter or Email.
Step 3. Select the times in-which you want the comm to go out ie: 1 hour (Note: This is how long after their appointment you want the message to be sent).
Step 4. Select the template you created in section B.
Step 5. Select patients template (see section D)
Step 6. Click Finish.
You are done! Your new brand message will be sent out via the TYPE of message you want to send X hours/days after their appointment to a group of customers using your new template.
ie: Send an EMAIL with CUSTRADAR template, 1 hour after an appointment to patients who have not received this message before in the past 12 months.
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. Select Patients
Lastly, you need to set a rule as to WHO can receive this message as you do not want to bombard patients every time they come in for an appointment.
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Step 6. Set Patient Selection
Here is where you can set your survey to only go out to patients who either have or have not received their reputation survey in the last X months. This is so you do not bombard your patients with surveys and perhaps only survey them once or twice a year. Your choice.
In this example, we are going to set it to: “Go out to patients who have NOT “Patients without” received a Reputation Survey SMS in the last 12 months.”
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With all the above set. Your EXACT should look something like this and you are ready to go, press Finish to save.
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D. Apply SMS or Email templates to Customer Radar Patient Query
This is where you will learn to put all the steps in this how-to - together.
MINUMUM VERSION OF EXACT TO ENABLE THIS QUERY IS: EXACT VERSION 13.452
Step 1. Go to the Automatic Appointment Follow-ups window in Exact as per section A of this document.
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Step 2. Select the TYPE of communication means such as SMS, Letter or Email.
Step 3. Select the times in-which you want the comm to go out ie: 1 hour (Note: This is how long after their appointment you want the message to be sent).
Step 4. Select the template you created in section B.
Step 5. Select patients template (see section C)
Step 6. Click Finish.
You are done! Your new brand message will be sent out via the TYPE of message you want to send X hours/days after their appointment to a group of customers using your new template.
ie: Send an EMAIL with CUSTRADAR template, 1 hour after an appointment to patients who have not received this message before in the past 12 months.