Automatically create contacts or send SMS and email review requests whenever a patient appointment is completed, a clinical note is signed, or a visit is checked out in DrChrono.
Get StartedCreate contact
Automatically create a contact in your TrueReview contacts page whenever a new patient is registered or an appointment is booked in DrChrono.
Send review or survey request
Automatically send a review request whenever a patient appointment is completed or a clinical note is signed in DrChrono.
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).