Automatically Request Patient Reviews After Visits
Ask for reviews after appropriate visits using SMS or email where supported by workflow and consent.
Table of Contents
Patient Problem
The best review requests feel like a natural extension of the patient experience, not a marketing blast.
Patients usually do not think in terms of EHR, portal, inbox, review platform, or practice management software. They want clear instructions, fast responses, and a practice that feels organized. Birdeye can complement DrChrono by improving the communication and reputation workflows around those patient moments.
Business Impact
Less front-desk friction
Clear reminders and text replies reduce repetitive calls and voicemail loops.
Better patient experience
Patients know what to do next without waiting on hold.
Stronger reputation
Follow-up, reviews, and response workflows help the practice build trust online.
Recommended Workflow
A DrChrono appointment, visit, recall, or patient communication moment occurs.
Birdeye workflow logic checks timing, audience, consent, and destination.
The patient receives a reminder, confirmation, survey, review request, or office text.
Replies route to the right team member or inbox for resolution.
Example SMS Templates
| Moment | Template |
|---|---|
| Thank you | Hi {first_name}, thank you for trusting our practice. |
| Review request | Hi {first_name}, thank you for trusting our practice. Would you mind sharing your experience? |
| Private feedback | Hi {first_name}, if anything about your visit did not meet expectations, please reply and our team will help. |
These are starting points. Final messages should be reviewed for consent, privacy, tone, opt-out requirements, and practice policy.
Setup Assets
- Confirm the DrChrono workflow source.
- Confirm consent and communication rules.
- Write low-risk operational templates.
- Assign inbox and review-response owners.
- Test with internal contacts first.
- Measure reminders, replies, reviews, no-shows, and patient feedback.
Common Mistakes
Including too much detail
Keep SMS messages simple and avoid unnecessary patient health information.
No reply owner
If patients can reply, a team member needs to own response time and escalation.
Asking for reviews too early
Review requests should follow a completed and appropriate patient experience.
Ignoring negative feedback
Route concerns privately and respond with care before they become bigger issues.
ConvertLocal helps practices avoid these mistakes by planning the workflow, writing safer templates, testing routing, and clarifying who owns replies before launch.
Frequently Asked Questions
Can DrChrono practices use Birdeye for review requests?
Yes, review requests can be planned as part of a Birdeye workflow alongside DrChrono where the account, trigger, consent, and practice policy support it.
Does this replace DrChrono?
No. DrChrono remains the EHR and practice management system. Birdeye supports communication, reviews, surveys, webchat, and inbox workflows.
Can patients receive texts?
Patients can receive texts where consent, registration, account setup, and practice policies support it. Avoid unnecessary PHI in standard SMS.
Can ConvertLocal help implement it?
Yes. ConvertLocal helps plan, configure, test, and optimize the Birdeye workflow alongside DrChrono.
What should be tested first?
Test message timing, contact fields, opt-out behavior, reply routing, review links, location routing, and staff ownership.
Related DrChrono and Healthcare Resources
Use these resources to plan patient reviews, appointment reminders, business texting, webchat, and shared inbox workflows with care.
