From sign-up to results in six steps

1Sign up

• Have ready: the practice's legal name, its TINs, the facilities to survey, a contact person, and a card or bank account.
• Choose a plan: Email, or Email, text and calls.
• Read and accept the Business Associate Agreement, the Terms of Service and the patient consent attestation. Type your name to sign.
• Pay the $25 setup fee through Stripe.
• We review the sign-up and switch the account on within 1 business day. You get an email with your login.

Start sign-up

2Collect patient consent

• We contact a patient only the ways your file says they agreed to.
• For texts and automated calls, the law requires the patient's prior express consent. Add a line to your intake or consent form.
• Record each patient's answer in your system so it can go in your file.

3Prepare your case list

A CSV or Excel file, one row per procedure, with column names in the first row. Any column names and order work. Include only these fields; never diagnoses or clinical notes.

Sending the same procedures again is fine: they are matched, never duplicated and never billed twice, and changed details are updated.

4Upload

• Sign in, open Upload Data, choose the file and upload it. It's processed within about 5 minutes.
• The page shows each file's status: Queued, Processing, Completed, Needs format or Failed.
• Your first file, or a file in a new layout, waits while we set the layout up. We look only at column names and value patterns, never patient rows, and email you when it's loaded, within 1 business day.
• If more than 5% of rows can't be used, the whole file is refused with the reasons, so you can fix and resend it.

5Results and Q524

• Invitations go out between 10 am and 7 pm patient time; calls between 8 am and 9 pm. A reminder follows if needed, and each survey closes 3 weeks after the procedure.
• A patient is surveyed at most once every 30 days, however many procedures they have.
• The Patient Satisfaction page shows scores by question, site, provider and month, response rates and patient comments, with an Excel export.
• Alerts: get an email when a patient gives a low score, including their comment.
• The Q524 section shows both rates for each TIN, progress to 20 completed surveys, and an export for your registry.

6Billing and your account

• Each month Stripe emails an invoice for the procedures surveyed in the month before, and charges your card or bank account. Paying by bank takes 5% off automatically.
• Update your payment method or download invoices from the Billing link.
• To add facilities, change plans or cancel, email us. Cancellation takes effect at the end of the current billing month.