Options are flexible so you need to carefully plan the configuration to best match your patient demographics, practice culture, practice business objectives, and patient technology preferences.
Decisions include:
What follow-ups should you have after a patient appointment? (You can have up to three appointment follow-ups, set at different intervals (hours, days, weeks), in three different media (SMS, Email, EasyPost), targetted at specific types of patients/appointments as identified by query template)
If you conduct a survey, how many levels should you use in the measurement scale? (up to six levels such as 1, 2, 3, 4, 5, 6)
Do you want a second follow-up? When the patient replies to the survey by SMS, stating a keyword, what should you say? (You need to create an effective template SMS response to each survey score (keyword))
What survey objectives to set for practice management?
What Provider objectives to set for patient scoring? (you can compare Providers or track each Provider over time)
What practice objectives to set for patient survey scoring? (you can track mean scores for the practice)
How often to review the SMS Follow-up Responses Report and track performance?
Will you schedule the SMS Follow-up Responses Report?