Patient Review Request Workflow

Design and draft a HIPAA-safe, procedure-aware review request workflow that triggers the right ask, on the right channel, at the right time after a patient's visit. The output is a ready-to-configure campaign: a trigger matrix keyed to CDT codes (or appointment type), channel selection (SMS vs. email vs. both), message copy for each touch, a 2-touch follow-up rhythm for unopened requests, handling rules for clinical complaints that arrive through review links, and a small set of internal metrics the practice can watch without buying a new tool.