Configuring Reputation Manager

Configuration will be covered as part of your implementation by one of our team. However if you find any issues you may need to refer to this if you need to configure or make changes to the Reputation Manager setup.

You must have purchased the EXACT Reputation Manager add on and have an active Reputation.com account. Please make note of your API key and the name of the default template used for Reputation.com.

Configuring Email Surveys

To configure Email Surveys for Reputation.com

1. Go to Configure > Practice Settings and

   1. Check (tick) the Enable Reputation Management checkbox

   2. Click the Configure button that then becomes available:

   Open

   

    

   The Reputation Management Configuration screen displays:

   Open

   

    

Only enable Reputation surveys at the end of the treatment - Check if you want to configure Reputation Manager to only send a survey to patients whose treatment has been TCed.

Email Surveys - Check if you wish to enable Email surveys. There is no need to check this if you opt only for 'kiosk' patient surveys in reception.

Practice Email Address - The Practice Email Address field cannot be configured here, but elsewhere, such as in the Configure > Practice Information screen.

Min Patient Age - The minimum age for a patient to receive reputation.com communications. This field cannot be empty, and must have a positive number from 1-100.

API Key - A maximum of 36 hexadecimal characters with no spaces. Obtain this key from your setup on the reputation.com website.

Default Location Code - A maximum of 30 alphanumeric characters, spaces allowed. Obtain this from your setup on the reputation.com website. If the practice has multiple locations, see procedures in Configuring multiple Locations and Templates.

Default Template - A maximum of 30 alphanumeric characters, spaces allowed. Obtain this from your setup on the reputation.com website. If the practice has multiple Locations, each Location requires an associated Template - see procedures in Configuring multiple Locations and Templates.

The red warning fields are required - they must all have a valid entry to proceed.

The OK button remains greyed out until fields are correctly populated, meeting the rules.

To view fields that do not meet the requirements, hover your mouse cursor over the greyed out OK button:

Example of all fields completed:

Populate all fields as described below.

NOTE: When EXACT calculates all fields as validly populated, the OK button will no longer be greyed out.

When complete, click the Test button.

EXACT communicates with reputation.com and provides a result of either Test failed or Test succeeded:

If Test failed, check all fields and test again. If it continues to fail, please contact the Support Desk.