AdvancedMD Integration
Via Keragon
Automatically create contacts or send SMS and email review requests whenever a patient encounter is closed, an appointment is checked out, or a claim is generated in AdvancedMD.
Get StartedAutomatically create contacts or send SMS and email review requests whenever a patient encounter is closed, an appointment is checked out, or a claim is generated in AdvancedMD.
Get Started
Create contact
Automatically create a contact in your TrueReview contacts page whenever a new patient is added or an appointment is scheduled in AdvancedMD.
Send review or survey request
Automatically send a review request whenever a patient encounter is closed or an appointment is checked out in AdvancedMD.
Resend Rules
Choose whether to resend to the same phone number and email, or automatically skip repeat contacts.
Timing Filters
Set limits based on time—only resend if the customer was last contacted a set number of days or months ago.
Interaction Filters
Only resend if the customer didn’t engage with the original request (e.g., didn’t click or leave a review).
