Automatically create contacts or send SMS and email review requests whenever a dental appointment is completed, a treatment plan is finalized, or a procedure is checked out in Open Dental.
Get StartedCreate contact
Automatically create a contact in your TrueReview contacts page whenever a new patient is added or an appointment is scheduled in Open Dental.
Send review or survey request
Automatically send a review request whenever a dental appointment is completed or a treatment is finalized in Open Dental.
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).