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✉️ How to Manually Request Feedback

feedback-request, manual-request, reviews, patient-feedback Send feedback requests to specific patients for better reviews—whenever you want

Kyle Davidson avatar
Written by Kyle Davidson
Updated over 2 weeks ago

✨ When You Need This Guide

Use this guide if you're asking:

  • “How can I send a feedback request to just one patient?”

  • “A patient loved their visit—can I ask them to leave a review right now?”

  • “Can I resend a feedback request even if one went out recently?”

This is perfect if you want to boost your reviews, follow up with happy patients, or send feedback requests outside the automatic window.


✅ How to Send a Manual Feedback Request

To send feedback to an individual patient:

  1. Go to the Feedback tab > Request Feedback page

  2. Enter the patient’s name and contact information

  3. Click Send Request

That's it! The patient will get your feedback request via text or email based on your settings.


💡 Common Use Cases for Manual Feedback Requests

You might choose to send feedback requests manually when:

  • You want to target a specific patient who had an awesome visit

  • The patient already received an automated request but asked for another

  • You're trying to quickly collect a few 5-star reviews

  • You’re working with VIP or high-impact patients whose reviews matter most


⚠️ Heads-Up: Request Limits & Bypassing

If the patient already received a feedback request within the past 30 days (or your system's time limit):

  • You’ll see a warning message

  • Click OK, then re-submit to override and send another request anyway

This is helpful if a patient asks for another review link or if your automation didn’t trigger due to timing.


🎉 You'll Know It Worked When:

  • A “Request Sent” confirmation appears on screen

  • The patient receives a message with your feedback or review link

  • The review shows up in your dashboard or linked platforms


💬 Need Help?

Not sure why a request didn’t go out, or want to adjust the time restriction for repeat requests? We’re here to help! Reach out anytime.

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