Want to gather feedback via Core Practice using Customer Radar? Follow this guide to get started. Once you have completed the set up, you can use Core Practice to automatically invite your patients to give you feedback after their appointments.
Click the instructions below for more information on how to get set up.
Create your feedback invitation template
Set the appointment completed email
Enable the appointment completed email on the calendar
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Create your feedback invitation template
1. First, you need to log in to Core Practice
2. In the top bar, click the Settings cog then Templates
3. Click Create Template
4. Name the template (we recommend 'Customer Radar Feedback Invitation Email'), select the 'Type' as Email Template and then click Add Content
5. In the content box, copy and paste the template below:
Template
Hi $patient.Firstname$,
Thank you for attending $location.Name$.
We’re really interested to hear what you think, so we can see where we’re doing well and what we can improve on.
There’s only one quick question. Click the link to let us know how we did: [feedback link]
Kind regards,
The team at $location.Name$
Notes
- In the message, the [feedback link] placeholder should be filled in with your unique link provided by Customer Radar. If you haven't received your feedback link from Customer Radar yet, get in touch with Customer Radar Support at support@customerradar.com.
- The $patient.Firstname$ and $location.Name$ fields do not need to be changed in the message template as this will automatically fill in the customer and clinic name when the email is sent.
6. Once you are happy with the template click Complete Template
Next you will set the template to be sent out automatically follow appointments being completed.
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Set the appointment completed email
1. In the top bar, click the Settings cog then click Locations
2. Click the location that you wish to setup the feedback invitation with.
3. This will open the Locations page. On the left, click Settings
4. Find the Appointment Completed Email field on the right and click the dropdown
5. From the dropdown list, find the feedback invitation email that you created earlier
6. Once you have set the template, click Save Changes
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Enable the appointment completed email on the calendar
1. In the top bar, click Appointments and then click Calendar Setup
2. Click the three dots beside the provider's name you wish to setup with then click Calendar Setting
3. Under the Notification area, find Completed toggle on the Yes button, then click Save Changes.
🎉 You are done! Your feedback invitation email will be sent out automatically to customers inviting them to leave feedback for your clinic after their appointments are completed.
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FAQs
Can I change the message template after it's created?
Yes, you can follow the instructions above to edit the message that is sent out. Remember to save any changes!
Should I use email or a txt message?
Either is great. The feedback message is short so it fits fully into an txt message. You can also add your feedback link to other communications to gather even more feedback.
I need to contact Core Practice support or need help with setting up the feedback invitation template.
For questions around using Core Practice, you can find the Core Practice support page here, or for help with your template contact Customer Radar support here.