Customizing and Testing Patient Review Request Flows in TrackStat
Patient reviews play a vital role in improving the visibility and credibility of practices using TrackStat. To enhance this process, TrackStat allows for the automation of review requests based on patient visit criteria. This guide explains how to customize these requests and test their effectiveness.
Overview of Patient Review Requests
TrackStat offers automation tools to generate and send review requests to patients. These requests can be configured to trigger after specific criteria are met, such as a set number of visits. Automatic scheduling and customization ensure timely interactions, improving patient participation.
Setting Visit-Based Trigger Criteria
Automation settings in TrackStat enable users to define when review requests should be triggered. For instance, you can:
Require a Minimum Number of Visits: Set a threshold, such as three or more visits, to determine when a patient becomes eligible for a review request. This ensures that requests are only sent after a patient has had a meaningful interaction with the practice.
Configure Re-Eligibility Intervals: Avoid overloading patients with review requests by establishing intervals (e.g., 30, 60, or 90 days) after their initial request before they become eligible for another.
Understanding and Applying Campaign Filter Criteria
Automated campaigns in TrackStat allow users to filter eligible patients based on predefined criteria. For example, users can ensure that review requests align with patient engagement by requiring patients to meet specific filters, such as visit frequency or specific dates.
Testing the Review Request Flow
To validate the review request workflow, users can perform simple tests:
Schedule a Test Appointment: Create an appointment for yourself within the system (e.g., schedule an appointment in TrackStat's Scheduling Calendar or within your EHR (ChiroTouch/ClinicMind).
Check In for the Appointment: Ensure the appointment is checked in within the EHR to simulate a real patient visit.
Verify the Review Request Generation: Confirm a review link is automatically created and sent if campaign filters are met, including the minimum visit requirement.
Testing allows users to ensure proper functionality and identify any potential issues before live execution.
Examples
Here are some practical examples of customization:
Configure a campaign to send review requests after a patient’s third or greater visit.
Set up re-add intervals to ensure that repeat requests are spaced out by a minimum of 60 days.
Use test appointments to verify the campaign filters and triggers are working as intended.
By leveraging these customizable settings, TrackStat users can optimize their patient review workflows for better engagement and reliability.