Why aren't my patient review emails going out?

Why aren't my patient review emails going out?


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. 
  1. Schedule and complete a separate appointment for any consult or surgery/procedure you document in MyMedLeads. 
  2. If you use Appointment Type Surgery when you schedule the appointment, choose Procedure Complete in the Scheduled funnel layer.
  3. If you use any other Appointment Type when you schedule the appointment, choose Consult Complete in the Scheduled funnel layer.
What not to do:
  1. Don't update a single appointment to Consult Complete and then Procedure Complete.
  2. 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.
  1. Be sure to choose the correct appointment type (in this case, one that is considered a Surgical or Non-Surgical procedure)
  2. Be sure that the Provider name is correct. Your reviews might be set up for only specific providers.
Other possible factors:
  1. 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.
  2. 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.
  3. 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.
  4. The patient received the email but didn't choose to rate or comment. This will be true for most patients.

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