Automatically create contacts or send SMS and email review requests whenever a home health visit is completed, a care plan is closed, or a patient is discharged in WellSky.
Get StartedCreate contact
Automatically create a contact in your TrueReview contacts page whenever a new patient or family contact is added in WellSky.
Send review or survey request
Automatically send a review request whenever a home health visit is completed or a care episode is closed in WellSky.
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).