Introduction to InstaReview

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What is InstaReview?

InstaReview is a feature that sends text to patients, requesting a review of your practice.  Patients can then click a link within the request, leading them to a nanosite (a mini webpage on their phone) with clickable links to your practice's Google entry, Facebook page, Yelp page, or a provider's Healthgrades page so they can easily leave a review.  Patients also have the option to leave you negative feedback directly instead, which is then sent your email and/or mobile phone and not posted online.

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InstaReview can be set up to send review requests automatically when a patient visits your office or you can choose to only send requests manually, giving you more control over who receives them and when.  

 

Why Use InstaReview?

Reviews improve your business!  New patients often rely on internet reviews to find a new practice when they're searching for a dentist.  Having good reviews (and more of them) makes your practice stand out.  Great reviews can also improve your practice's search engine optimization (SEO) so that when patients search for a practice in your area, yours appears higher on the search page.

Feedback also lets patients feel heard and helps your team address issues when they arise.  This, in turn, improves your work, your patient relationships, and your patients' experience.

 

InstaReview Setup Window

To access the InstaReview Setup, click the Online Online.png icon in the YAPI Dashboard.  From the dropdown, select InstaReview, then Setup.

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blackX.png Clinic  number6.png Message Text w/ Appointment number12.png Test
number1.png Enable number7.png Message Text w/ No Appointment number13.png Import
number2.png Google Integration blackX.png Add Logo number14.png Export
number3.png Yelp Business ID number9.png Automatic Settings number15.png Save
number4.png Facebook Page ID number10.png Visual Feedback on Dashboard number16.png Ok
number5.png Healthgrades ID number11.png Notifications    

blackX.png  Clinic

This feature is in development for practices using Clinics (Open Dental), Sites (Eaglesoft), or Views (Dentrix).  Currently, YAPI doesn't support InstaReview for multiple locations using Clinics, Sites, or Views.

number1.png  Enable

Selecting this checkbox enables InstaReview.

number2.png  Google Integration

Entering your practice's Google Place ID here adds a button to the InstaReview nanosite where patients can review the practice on Google.  Clicking the Verify button opens the practice's Google entry so you can verify you have the correct ID entered.  

number3.png  Yelp Business ID

Entering the Business ID for your practice's Yelp page here adds a button to the InstaReview nanosite where patients can review the practice on Yelp.  Clicking the Verify button opens the Yelp page so you can verify you have the correct ID entered.  

number4.png  Facebook Page ID

Entering the Page ID for the practice's Facebook page here adds a button to the InstaReview nanosite where patients can review the practice on Facebook.  Clicking the Verify button opens the Facebook page so you can verify you have the correct ID entered.  

number5.png  Healthgrades ID

Entering the ID for one provider's Healthgrades page here adds a button to the InstaReview nanosite where patients can review the provider on Healthgrades.  Clicking the Verify button opens the Healthgrades page so you can verify you have the correct ID entered.  

number6.png  Message Text with Appointment

This text is sent to patients when when they are sent automated InstaReview requests and manual requests from the Dashboard operatories.  %p is replaced with your practice's name when texts are sent. %x and %a can also be added to include the patient and provider names with additional setup.

number7.png  Message Text with No Appointment

This text is sent to patients when you send a manual InstaReview request from the Patient Finder. %p is replaced with your practice's name when texts are sent.

blackX.png  Add Logo

This feature is no longer available.  Your practice's logo will always appear at the top of your InstaReview nanosite when your patient clicks the link in their InstaReview request text.

number9.png  Automatic Settings

This section controls automated settings for InstaReview including when patients receive their request automatically, how many requests are sent per family, and filters for age range and Gmail user only.  For more details about these settings, see Setting Up InstaReview.

number10.png  Visual Feedback on Dashboard

When Visual Feedback on Dashboard selected and a patient is in the Dashboard when their InstaReview request is sent, their InstaReview Star InstaReview_Star.pngchanges to a star with a blue arrow InstaReview_Visual_Feedback.png. This visual feedback indicates to your team that a review request has been sent to this patient today.  If Visual Feedback on Dashboard is deselected, the InstaReview star simply disappears when a request is sent. 

number11.png  Notifications

Entering your email address and/or mobile phone number into this section allows you to receive notifications when a patient sends you negative feedback by clicking the red "Let Us Know" button under "Your experience was not great?" within their InstaReview request.  If these spaces are left blank, you won't receive any notifications for InstaReview.

Note: The "Notify on negative feedback" checkbox must always be selected.

number12.png  Test

This button opens a window for you to enter your mobile phone number so you can send yourself a test InstaReview request:

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number13.png  Import

Imports InstaReview settings from an exported InstaReview .txt file.  This allows you to easily import the existing InstaReview settings from another practice location (see Export below).

number14.png  Export

Exports current InstaReview settings to a .txt file so you can transfer them to another practice location.

number15.png  Save

This button saves your current changes without closing the InstaReview Setup window.

number16.png  Ok

This button saves your current changes and closes the InstaReview Setup window.

 

Setting Up InstaReview & Changing Settings

If you're ready to setup InstaReview or need to make changes to your existing InstaReview Settings, see our article Setting Up InstaReview

 

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