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Automating review collection with Carebit practice management software
Automating review collection with Carebit practice management software

How to automate the sending of your Doctify review link using the practice management software Carebit

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.

Carebit has been used by many providers to send out a review request email to every patient they see by adding their Doctify review link into a document template. You can create a new customized template that requests feedback and you can also add your Doctify review link or QR code into an existing document including invoices and follow-up letters - making it even easier to ensure that all patients receive your review link.

How to edit an existing document template to add in your 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. To edit a document template go to Automation -> Document Templates

  2. Choose the template that you wish 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

  3. Open the template

  4. 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

  5. Once you're happy with the edited document click Save

  6. The edited document is now ready to send out to patients!!

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