Reviews

How do I request a review from a happy patient?

Sending a review request from RootLogic puts a direct link to your Google review page in the patient's hands — no hunting, no friction, higher follow-through.

Open the patient's contact record

Go to Contacts in the left sidebar and search for the patient by name or phone number. Click their name to open the contact record. Confirm you have a valid mobile number or email address on file before sending.

Click the Send Review Request button

In the contact record, look for the Send Review Request button — it appears in the top action bar or in the Actions dropdown menu on the right side of the screen. Click it to open the review request dialog.

Choose SMS or email and send

Select whether to send the request via SMS or Email. SMS typically gets a much higher open and click rate. The message is pre-written and includes a direct link to your Google review page. Review the preview, then click Send.

Send requests within 48 hours of a positive experience

The best time to ask for a review is right after the patient expresses satisfaction — at checkout following a procedure, after a follow-up call where they mentioned great results, or after a positive post-op check-in. The longer you wait, the less likely they are to follow through. Send within 48 hours of the happy moment.

Important: Never send a review request to a patient who expressed frustration or had a negative experience. Sending a request to an unhappy patient often results in a 1-star review that you could have avoided.

Pro tip: Build review requesting into your post-procedure workflow as a standard step, the same way you schedule follow-up calls. Practices that systematically request reviews from happy patients outperform those that ask sporadically — consistency compounds over time.

How do I request a review from a happy patient?

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