The Requests list gives you a complete record of every review request your practice has sent to patients, whether or not they have completed it yet. It lives under Reporting > Appointment Report > Requests, and it is the fastest way to see who still needs a nudge to leave a review and who has already responded.
This list is separate from the Review Management collection, where you configure how review requests look and set up the automations that send them. Use this article to read and act on the requests you have already sent; use the Review Management guides to build and customize the request campaigns themselves.
Depending on your user permissions, you may not have access to every column or action described below.
From the left menu, click Reporting.
Click Appointment Report.
Click the Requests tab.
You will see a table listing every review request sent from your account, most recent activity first.
Column | What it shows |
|---|---|
Invite Sent To | The name of the patient or contact the review request was sent to. |
Email/Phone Number | The email address or phone number the request was delivered to, depending on whether it was sent by email or text. |
Sent By | Which team member or automation sent the request. |
Date Sent | The date the review request went out. |
Status | Whether the patient has completed the review request or it is still outstanding. |
Retries | How many times a review request has been re-sent to that same patient. |
Use the Status and Retries columns together to spot patients who have received multiple reminders without responding. That is often a sign to try a different contact method (switching from email to text, for example) or to reach out personally instead of relying on another automated retry.
Most practices send review requests automatically through a workflow or campaign trigger, for example after an appointment is marked complete. But you can also send one manually from this list:
Click Send Review Request.
Enter the patient's name along with a valid email address or phone number.
Submit the request. It will then appear in the Requests list with a status of pending until the patient responds.
To change how the review request itself looks (the message content, branding, and which review sites it points to), go to the Reputation Management settings in your account settings rather than this list. That is also where you set up the automated workflows referenced above, covered in the Review Management collection.
Where do I see all the review requests my practice has sent? Go to Reporting > Appointment Report > Requests. This list includes every request sent, whether the patient completed it or not.
Can I send a review request to a patient manually instead of waiting for an automation? Yes. Click Send Review Request from the Requests list, then enter the patient's name and a valid email address or phone number.
What does the Status column mean? It shows whether that particular review request has been completed by the patient or is still outstanding.
What counts as a retry? Each time a review request is re-sent to the same patient, the Retries column increases by one, so you can see at a glance how many reminders someone has received.
Why can't I see all the columns or actions on this page? Access to certain columns and actions depends on your user permissions. Ask your account administrator to adjust your permissions if you need broader access.
Can I customize the message patients receive in a review request? Yes, but not from this list. Go to Reputation Management in your account settings, or see the Review Management collection, to customize the request's appearance and messaging.
Does this list show requests sent through automations as well as manual sends? Yes. Both automated requests (sent through workflows, campaigns, and triggers) and requests sent manually with the Send Review Request button appear together in the same list.
Is this the same as setting up my automated review request campaigns? No. This list only shows requests that have already been sent. To build or edit the automations and templates that generate those requests, use the Review Management collection.
