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Purpose:
Customer Radar allows your practice to send feedback surveys to patients post appointment from EXACT and receive feedback back from your patients. You can customize your feedback messaging to get feedback on whatever suits your practice and its all neatly stored in the Customer Radar dashboard. More importantly, it allows patients to review your practice on Google Reviews.
Benefits:
Promotes Google Reviews - Allowing your patients to leave their feedback not only on Customer Radar but Google Reviews.
Brand reputation protection - As bad reviews if not collected would result in patients going right to Google reviews and leaving a bad review that can never be deleted.
Business improvement strategies - Getting feedback allows your practice to hone into what is good and what is ugly.
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Setup Guide
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. 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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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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