Practice software / Review Workflows

Review Request Software for Medical Practices

Build a practical process for requesting honest feedback and reviewing public responses. We connect the timing and follow-up with your practice’s workflow while respecting privacy and platform rules.

Configured and managed by Brand Lift 360.
Software features follow your plan and confirmed scope.

360Review Workflows

Your configured workflow

01Consistent invitations

Use appropriate visit-based requests for honest feedback.

02Staff review

Keep response drafts and sensitive issues under human supervision.

03Useful trends

Review available feedback by location and over time.

Illustrative workflow. Functions depend on the selected configuration.

01 / A practical implementation

Request Feedback Through a Consistent Process

We configure neutral invitations, sending rules and staff ownership. Everyone invited has the same opportunity to leave honest feedback, with public responses reviewed before posting.

01Choose an appropriate trigger

Choose an appropriate trigger

Agree when a review invitation should be sent and the eligible audience.

02Prepare the wording

Prepare the wording

Request genuine feedback without incentives or pressure for a particular rating.

03Review public replies

Review public replies

Use general wording and private follow-up paths without disclosing care details.

02 / Confirm the details

What to Confirm Before Setup

Do not selectively request positive reviews or offer incentives. Public replies should not confirm a care relationship or reveal treatment information.

Explore the CRM overview

Your setup conversation

Your implementation scope

The job to be done

Your priorities, office process and team responsibilities.

The supported connection

Enabled software, permissions and integrations in scope.

The operating plan

Training, testing, access and ongoing management.

03 / Questions practice owners ask

Review Workflows.
Clear Answers.

Do you ask only happy patients?

No. We do not use a workflow that selectively solicits positive reviews or routes only satisfied people to a public review site.

Can AI draft responses?

Where enabled, drafts can support the workflow. A responsible person should review the wording for accuracy and privacy before publication.

Does this guarantee more five-star reviews?

No. We request honest feedback and support a consistent process. Ratings, review volume and search rankings cannot be guaranteed.

Is this included in your marketing packages?

Software features are included according to the selected marketing plan and agreed configuration. We confirm enabled functions, usage, integrations and any additional charges in your scope. View plans and pricing →

Your practice. Your workflow.

Discuss Review Requests

Book a 15-minute call with Jenn or Danzell. Bring your current system and the task your team needs to improve.

Included according to your marketing package.