AdvancedReputation in PM
We are happy to announce our new AdvancedReputation™ tool. Use this tool to:
- Send the new Patient Satisfaction Survey to measure the patient’s satisfaction with your practice
- Determine areas of improvement and assist in reputation management
- Grow practice credibility and positive public opinion by gaining positive reviews on Google™ Review
Note: To purchase the AdvancedReputation tool call our Client Sales team at 801-984-6138.
Set up the AdvancedReputation tool by:
- Determining when surveys will be sent to patient using the Survey Time Interval system default
- Selecting if surveys can be submitted anonymously or not with the Anonymous Surveys system default
- Setting up your Google ID
Go to Utilities | System Defaults | Reputation Management.
Survey Time Interval
Surveys are sent based on the time set in the Survey Time Interval system default. Once a patient has complete and current cell phone and email information, they are set up to receive surveys. Surveys are automatically sent to a patient once the patient has been checked out of your office. Your office staff must check out a patient for the patient to receive a survey. Patient satisfaction surveys are sent to a patient’s mobile phone number and email address. Be sure that your front office staff enter complete, current cellphone and email information for patients if you want your patients to receive a survey.
- The patient’s cell phone does not need to be marked as their preferred phone number for them to receive a text.
- A patient can remove themselves from the survey text and email list on the survey text/email.
You can use the Anonymous Surveys system default to change the anonymity of surveys. Surveys that were submitted anonymously before you change the Anonymous Surveys system default will still be anonymous. Likewise, surveys that included the patient identity previous to changing the system default to exclude patient names will still include the patient’s name. Anonymous surveys will be labeled at the bottom of the page.
Select Yes if you want patient surveys to remain anonymous.
The default is No.
We have added a Google ID field to the Facility and Practice master files so patients who give a positive rating can enter comments in Google Review. When a patient positively responds to the survey with 4 or 5 stars the response is recorded and they are redirected to the Google™ page for the practice or facility to give a rating and review. The system will look for the facility first. If there is no Google ID in the Facilities master file, the system will check for the Practice Google ID.
Note: If a patient sends a response with a negative or neutral rating, 1 to 3 stars, they can select areas they feel need improving, as well as leave a comment.
The survey totals will display on the PM and EHR dashboards with data from the last seven days.
Note: Data is populated on the PM and EHR dashboard from the last seven days. You can run the Patient Satisfaction report from PM or EHR to assess patients’ satisfaction for a different time period.
AdvancedReputation in EHR
You can now view AdvancedReputation survey information on the Dashboard if you are using AdvancedReputation in PM. The Reputation Management donut displays the total number of surveys, and has a blue badge that displays the number of unread surveys.
Contact Client Support Services to order AdvancedReputation.
Important Note: The EHR Dashboard only displays AdvancedReputation survey information for providers that are selected for you in PM User Setup | EHR Setup. The numbers of surveys and averages may not match the numbers on the PM Dashboard, which displays AdvancedReputation information for all providers.
Reputation Management Donut
Click the Reputation Management donut or the blue badge to display survey details in the Worklist table.
- Click the Reputation Management donut to view all surveys.
- Click the blue badge to view unread surveys.
Survey information is displayed in the Worklist table categorized by rating. The header for
each category displays the rating and the number of surveys in that category.
The Worklist table displays the following information for surveys:
- Patient name and age.
If you want all patient surveys to be anonymous set the Reputation Management | Anonymous Survey system default to Yes.
- Categories the patient selected for improvement.
- Comments the patient entered.
- Date the survey was submitted.
The AdvancedReputation module in PM automatically sends a satisfaction survey to each patient after their appointment. The survey is sent using the method selected for the patient in PM | Demographics | Patient Messaging Preference | Patient Surveys.
See the AdvancedReputation help file in PM for more information.