Course Curriculum

    1. Welcome to Mastering Patient Experience: Intiveo's Guide to Memorable Interactions

    2. Program Outcomes and Structure for Expert Training

    3. Who Should Take This Course?

    4. Survey

    1. What are Custom Reports?

    2. Accessing and Creating Custom Reports

    3. Creating Specific Custom Reports

    4. Viewing and Editing Reports

    5. Quiz: Custom Reports

    1. Mastering Recall Reminders

    2. Understanding the Mechanics of Recall Reminders

    3. Crafting, Reviewing, and Modifying Recall Reminders

    4. Navigating the Recalls Dashboard

    5. Fine-Tuning Your Recall Types

    6. Simplifying Advanced Settings for Recall Reminders

    7. QUIZ: Recall Reminders

    1. Understanding Referral Management*

    2. Getting Started with Referral Management

    3. How to Manage Patient Referrals for Receiving Offices

    4. Managing Referring Offices

    5. FAQs for Receiving Offices

    6. The Referral Process from the Perspective of a Referring Office

    7. FAQs for Referring Offices

    8. Quiz: Referral Management

    1. Understanding Social Reviews in Intiveo*

    2. Linking Your Social Review Accounts

    3. Activating and Using the Social Review Text Feature

    4. Editing and Setting Up SMS Social Review Follow-Up

    5. Monitoring and Reviewing Social Media Responses

    6. Quiz: Social Reviews

    1. Exploring Intiveo Forms*

    2. Identifying the Right Form Add-On for Your Practice

    3. Forms Feature Walkthrough

    4. QUIZ: Forms

About this course

  • Free
  • 36 lessons
  • 0 hours of video content

Let the Learning Begin

Maximize efficiency for your staff and create amazing experiences for your patients. Get started today on your Intiveo Academy journey.
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