A sound patient-review process asks for an honest opinion without steering the answer. It also keeps the invitation, the public review and any private complaint resolution separate. Build this process before setting review-volume targets for staff or buying automation.
Write a neutral invitation
A simple request can explain where feedback may be left and that participation is optional. Avoid asking for a five-star rating or supplying praise for the reviewer to copy. Let the person describe their own experience. Have the delivery channel and wording reviewed for your practice's privacy and communications obligations.
Avoid selective routing
Do not use a satisfaction survey to send only happy respondents to a public review site while directing everyone else away from it. Internal feedback can be useful, but the public invitation should not be conditioned on a positive response. Create a consistent eligibility rule and document it so staff do not improvise.
Distinguish platform policy from law
The FTC's review rule addresses practices including fake reviews and incentives conditioned on a particular sentiment. Google's policy is stricter about incentives for reviews generally. For a Google-review workflow, the practical design is straightforward: no discounts, gifts, prizes or compensation for posting. Confirm the current requirements of any other platform you use.
Keep complaint handling private
A negative review may deserve an internal investigation. The public reply should not reveal treatment, appointment or billing details, even when the reviewer shares their own information. Use an approved general response and an appropriate private contact route. A public review is not a blanket authorization to discuss the person's care.
Audit the workflow, not the star target
Check who receives requests, whether opt-outs are honored and whether a third-party vendor changes the wording or routing. Keep a record of the approved process and review it after software updates. Ask counsel about situations involving testimonials, advertising permissions or disputed claims. A consistent, honest process protects the usefulness of the feedback and gives the practice a better basis for improvement.
Sources and further guidance
- FTC: Consumer Reviews and Testimonials Rule questions and answers
- Google: fake engagement and review policy



