Integrating Email Surveys from reputation.com

Reputation.com Email Survey prerequisites:

• Sign up with reputation.com
• From your reputation.com configuration, make a note of 1) your API Key 2) the name of the a default template that you will use.
• Register the reputation.com module in EXACT and and restart EXACT.

To configure Email Surveys for Reputation.com

1. Go to Configure > Practice Settings and
   1. Check (tick) the Enable Reputation Management checkbox
   2. Click the Configure button that then becomes available:

   

   The Reputation Management Configuration screen displays:

   

   	Only enable Reputation surveys at the end of the treatment	Check if you want to configure Reputation Manager to only send a survey to patients whose treatment has been TCed. With this configuration the following will apply: - For the daily sending reputation survey schedule, only patients who have been TCed on the day will be sent the email survey. - The departure workflow will include the reputation kiosk hyperlink only for appointments with a TCed treatment. - Patients who had no treatments and patients who had no TCed treatment will not be issued the reputation survey.
   	Email Surveys	Check if you wish to enable Email surveys. There is no need to check this if you opt only for 'kiosk' patient surveys in reception.
   	Practice Email Address	The Practice Email Address field cannot be configured here, but elsewhere, such as in the Configure > Practice Information screen.

   The red warning fields are required - they must all have a valid entry to proceed.

   Each field has rules:

   

   The OK button remains greyed out until fields are correctly populated, meeting the rules.

2. Check (tick) the Email Surveys checkbox.

   There is no need to check this if you opt only for 'kiosk' patient surveys in reception.

3. To view fields that do not meet the requirements, hover your mouse cursor over the greyed out OK button:

   

   Example of all fields completed:

   

4. Populate all fields as described below.

   NOTE: When EXACT calculates all fields as validly populated, the OK button will no longer be greyed out.

   	Email Surveys checkbox	Check to enable automated email surveys from reputation.com. No need to check this if you opt only for 'kiosk' patient surveys in reception.
   	Practice Email Address	This is an un-editable field but you can check here whether the practice has a configured default Email address. If not, as in the image above, you can optionally set an email address from Configure > Practice Information.
   	Min Patient Age	The minimum age for a patient to receive reputation.com communications. This field cannot be empty, and must have a positive number from 1-100.
   	API Key	A maximum of 36 hexadecimal characters with no spaces. Obtain this key from your setup on the reputation.com website.
   	Default Location Code	A maximum of 30 alphanumeric characters, spaces allowed. Obtain this from your setup on the reputation.com website. If the practice has multiple locations, see procedures in Configuring multiple Locations and Templates.
   	Default Template	A maximum of 30 alphanumeric characters, spaces allowed. Obtain this from your setup on the reputation.com website. If the practice has multiple Locations, each Location requires an associated Template - see procedures in Configuring multiple Locations and Templates.
   	OK button	This is greyed out if any required field is blank or does not meet the validation rules. If greyed out, hover your mouse cursor over it to see a list of invalid items.

5. When complete, click the Test button.

   EXACT communicates with reputation.com and provides a result of either Test failed or Test succeeded:

   

   

6. If Test failed, check all fields and test again. If it continues to fail, please contact the Support Desk.