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Feedback and Review Sending Limit Rules
Feedback and Review Sending Limit Rules

Automate and refine your patient review process for better engagement and efficiency

Scott Rotton avatar
Written by Scott Rotton
Updated over a month ago

Overview

Patient reviews play a key role in building trust and attracting new patients. With automated review policies and real-time tracking, you can ensure patients receive review requests at the right time—without unnecessary duplicates.

Review Request Rules

Last Completed Review Statistic

Easily track when a patient last completed a review. This statistic is visible on the patient profile, helping you make informed decisions about when to request feedback.

Review Sending Policy

Prevent overloading patients with repeated review requests. Set a rule to skip sending review requests to patients who have already completed a review within a specific timeframe (X months/weeks/days).

Pre-Check for Appointments

Before sending a review request, the system automatically checks whether a patient meets your review policy. If they have already left a review within your set timeframe, the request is skipped—reducing unnecessary messages and improving the patient experience.

How to Update Your Review Policy

To customise your review request settings:

  1. Go to Settings > Reviews

  2. Click Edit Template

  3. Update the Review Sending Policy to match your preferred timeframe

  4. Save your changes

With these settings in place, you can maintain a steady flow of valuable patient feedback while avoiding unnecessary review requests.

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