Automating review collection with DGL Practice Manager

How to automate the sending of your Doctify review link using the practice management software DGL Practice Manager

Ashidha avatar
Written by Ashidha
Updated over a week ago

We have helped many customers to collect regular feedback easily using their practice management software. Collecting regular feedback boosts the frequency and total volume of reviews - helping optimize your profile and rank higher on Doctify as well as other search engines.

DGL Practice Manager has been used by many providers to send out a review request email to every patient they see using a Doctify template built into the W.P. Layouts. You can also add your Doctify review link or QR code into other existing layouts including invoices and follow-up letters - making it even easier to ensure that all patients receive your review link.

If you work with DGL you can follow the simple steps below to create a personalized Doctify template. You can also watch this quick DGL tutorial to see how to navigate the software and add and edit layouts.

How to add the Doctify Review Template to your own Layout library

  1. On the DGL homepage go to W.P. along the top menu bar

  2. Go to Layouts at the bottom of the drop-down

  3. Select Letters from the drop-down menu

  4. Now inside the 'Edit Layouts' box select New from the right-hand menu

  5. The Word Processor will open up

  6. Paste into the Word Document your own review email - we recommend using the below:

7. Once you're happy with the new template go to 'File' and Save - you can save the new template anywhere on your computer.

8. Open up DGL again and go back into the 'Edit Layout' box

9. Drag and drop the saved NEW layout into the yellow box and it will appear in the list

10. The new layout is now ready!! You can send this out to any patient via email or letter.

How to edit an existing template or letter to add in the Doctify Review link or QR code

PRO TIP: Adding the review link to existing patient communications will make it easier to ensure that all patients are receiving the review link.

  1. On the DGL homepage go to W.P. along the top menu bar

  2. Go to Layouts at the bottom of the drop-down

  3. Select the layout that you want to add the Doctify review link into - we suggest either Letters or Invoices

    • PRO TIP: First Invoices (not reminders) or Discharge Letters are the best for this

  4. Once you have chosen the type of layout you want to edit, go inside the 'Edit Layouts' box, select the specific layout you want to edit

  5. Click Edit in the right-hand menu

  6. When the Word Processor opens you can edit the layout

  7. Insert your Doctify review link into the letter directly

    • PRO TIP: you can also generate a QR code of the review link by putting the URL into any online QR code generator tool for example here

  8. Once you're happy with the edited layout go to 'File' and Save

  9. The edited layout is now ready!! You'll be able to see it in the 'Edit Layout' list and you can start to send it out to all patients!

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