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Feedback and Review Sending Limit Rules

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

Written by Scott Rotton
Updated over a year 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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