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Rep. Marketing 2 - Navigation

 

The Rep. Management ability allows offices to send our reviews with a simple click of a button. Navigate into the Rep. Management ability and select a patient from the sidebar.

Once a patient is selected, MacPractice will display their mobile phone and their email address in the top portion of the detail window. Click Request Review to send an invitation to the patient. If the patient does not have a mobile phone, the invite will be sent to the email address.

You can easily select the next patient from the sidebar and repeat the process. If the patient is under 13 years old, MacPractice will automatically switch the contact information to the primary guarantor so that the survey will be sent to the patient's guarantor.

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