Why This Matters
Getting regular, approved patient reviews is essential for building trust, boosting your online presence, and keeping clients engaged. But following up with patients manually can take time. With Message the Patients Directly, you can now send review links instantly via SMSāwhether it's one patient or a whole listāstraight from your Doctify Dashboard.
Whatās New?
Youāve always been able to message patients individually via the Review App (Review Us Later) or by sharing the Review Link through your email or Patient Management System.
Now, you can do the same right from your Dashboard:
ā Message a single patient via direct phone number entry
š„ Message multiple patients in bulk via CSV upload
Whether you're following up after a clinic or catching up on a backlog, you can now manage review requests more efficientlyāall in one place.
How to Message Patients
To Message One Patient from the Dashboard
Go to the Reviews section in your Dashboard
Choose whether to collect both Specialist and Practice reviews, or just one
Click Message a patient directly
Enter the patientās mobile number using the correct format (see below)
Click Send message ā your patient will receive a review request via SMS
This complements the one-patient messaging feature already available in the Review App.
To Message Multiple Patients (Send in Bulk)
In the same Reviews section, click Send in bulk
Download the CSV file template: bulk_import_mobile_number_template.csv
Add up to 250 patient mobile numbers in the correct format
Upload your completed file
If everything looks good, submitāand weāll send the messages for you
Important: Phone Number Format
To ensure messages are sent successfully, phone numbers must be entered in international format:
ā Correct: +44 7872345678
ā Incorrect: 07872345678 or 00447872345678
ā”ļø Always include the + and the country dial code.
ā”ļø Do not include any spaces or leading zeroes.
If thereās an issue with your file, weāll point out what needs fixing and provide you with the opportunity to re-upload it. You can also check out our Troubleshooting help article for more guidance (e.g., Struggling with the + sign on Excel/Google Sheets).
šProtecting your patientsā data and respecting communications consent
[š¬š§] This feature fully complies with UK GDPR and other applicable regulations. When you upload patient data, we only accept phone numbersāno other informationāand all phone numbers are automatically anonymised after 30 days. Please ensure you only import the phone numbers of patients who have consented to receive SMS messages from you.
[šŖšŗ] This feature fully complies with the EU GDPR and other applicable local regulations. When you upload patient data, we only accept phone numbersāno other informationāand all phone numbers are automatically anonymised after 30 days. Please ensure you only import the phone numbers of patients who have consented to receive SMS messages from you.
[š¦šŗ] This feature fully complies with the Australian Privacy Act, the Australian Privacy Principles, and other applicable regulations. When you upload patient data, we only accept phone numbersāno other informationāand all phone numbers are automatically anonymised after 30 days. Please ensure you only import the phone numbers of patients who have consented to receive SMS messages from you.
[š¦šŖ] This feature fully complies with the UAE Data Protection Law and other applicable regulations. When you upload patient data, we only accept phone numbersāno other informationāand all phone numbers are automatically anonymised after 30 days. Please ensure you only imort the phone numbers of patients who have consented to receive SMS messages from you.
Questions?
If you need help or run into any issues, your Customer Success Manager is here to support youādonāt hesitate to reach out!