First, go to View Reports and check the Review Report and Patient Feedback report to see if review emails have ever been sent.
If you are using MyMedLeads independently (not integrated w/an EMR), be sure to choose the correct “Completed” status on the Scheduled funnel layer.
- Schedule and complete a separate appointment for any consult or surgery/procedure you document in MyMedLeads.
- If you use Appointment Type Surgery when you schedule the appointment, choose Procedure Complete in the Scheduled funnel layer.
- If you use any other Appointment Type when you schedule the appointment, choose Consult Complete in the Scheduled funnel layer.
What not to do:
- Don’t update a single appointment to Consult Complete and then Procedure Complete.
- Don’t update a Surgery/Minor Procedure appointment to Consult Complete or vice versa.
If your MyMedLeads account is integrated with your patient management/electronic medical record system, do not update Status in the MyMedLeads funnel. Your scheduling activity in your EMR will automatically update MML.
- Be sure to choose the correct appointment type (in this case, one that is considered a Surgical or Non-Surgical procedure)
- Be sure that the Provider name is correct. Your reviews might be set up for only specific providers.
Other possible factors:
- By default patient reviews go out after you complete a Surgery/Minor Procedure type appointment. If the appointment completed was another type, it will not trigger a review. If you think your reviews are set up to go out for other appointment types, or if you want to change those settings, contact Support at 866.858.6785.
- There may be a waiting period for emails to go out. The default setting is seven days after a non-surgical or medspa procedure is complete and 30 days after a surgery.
- There may be a rule about how often you can send reviews. The default setting is to send only one review during a six month period regardless of how many procedures are done during that time.
- The patient received the email but didn’t choose to rate or comment. This will be true for most patients.
