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CommunicationBest practice3 min read

Customer Experience Form and Google Reviews

Use the customer experience form after a visit to collect structured feedback and guide happy patients toward a Google review.

Updated

A good review process starts before the public review. The customer experience form lets the clinic ask the patient how the visit went, notice problems early, and invite satisfied patients to leave a Google review while the experience is still fresh.

When to send the form

Send the form after the appointment or treatment milestone, not during a busy chairside moment. The best timing is when the patient has completed the visit, understands the next step, and can answer calmly.

How to use it in your workflow

  1. Confirm that the patient contact details are correct in the patient record.
  2. Open the communication or follow-up step your clinic uses for post-visit messages.
  3. Send the customer experience form link with a short, polite message.
  4. Review incoming feedback before asking the patient for a public Google review.
  5. If the feedback is positive, share the Google review link. If it is negative or unclear, create an internal follow-up instead.

Suggested message structure

Keep the message short: thank the patient, ask for feedback about the visit, and explain that it helps the clinic improve the experience. Avoid pressuring the patient. The goal is to make the review request feel natural, not automated or forced.

Why this helps the clinic

The form separates two jobs: private service recovery and public reputation building. Your team can spot unhappy patients before the issue turns into a public review, while satisfied patients get a simple path to share their experience on Google.