Steps to create API Key for Instinct / ReviewTree integration

Requesting an API Key for ReviewTree can be done from within the Instinct application.

• To start, log into Instinct and go to the bottom left corner to access the Help Center for “Support”.
• Click on ‘Ask a Question”
• Select ‘Submit a Ticket’
• Then select ‘EMR Integrations’
• Select ‘API Access’ from the options.

You can now create a ticket related to your integration request. Once your ticket form has been created, enter the information below in your ticket.

• Select ReviewTree from the list of Integration Partners and have API Keys sent to Support@ReviewTree.com

This will allow Instinct to send the API Keys to ReviewTree where we will link your Services data so you can select which ‘Services’ should trigger a survey request.  It typically takes 2 to 3 business days for an API Key to be generated. 

Adding ReviewTree to your Instinct account will NOT start sending messages to your clients.

After the Instinct integration file is added to your ReviewTree account, the next step will be to select the types of Services to survey, and how often.

Next we will build a custom client feedback portal for your practice.

Only after you’ve reviewed and approved all steps and communications will the client communication channel be “turned on”.

Nothing goes out until you approve.

No, the default setting does not allow that to avoid survey fatigue. Clients would get a request for feedback, and a follow up, after completing their first Visit Type that matches one of your selected types.

You can set the delay for when they are eligible to be surveyed again.  Once per month, once every 3 months, etc.

Yes, clients are asked if they would be willing to allow their comments to be seen publicly on review sites and on your website. If they say “No” their comments go back to you privately. 

Reviewtree automatically channels client feedback to the top sites where the client can post. If they do not have accounts on top sites, they are connected to sites that do not require a login to post a review, such as BBB or VetRatingz.com

Yes.  Alerts and reporting can be customized by satisfaction score, location, department, or provider.

Yes.  Client responses can be organized by Location, Department, or Provider via scheduled reporting.

Currently no. They will appear in your ReviewTree dashboard.  

By default, the system will not send to Client’s if their pet passes away. You have the option to enable this and set the delay for how many days to wait before asking for feedback.

To remove ReviewTree from your Instinct account simply disable it from your Instinct integration settings.