Use AI to draft clear patient testimonial request emails that make it easy for satisfied patients to share feedback.

1. Open ChatGPT or Claude and describe the context: who the patient is (no names or identifying info), what their treatment outcome was, and why you'd like to request a testimonial or review. For example: 'post-surgical knee patient, fully returned to running, completed 8 weeks of PT.' 2. Ask the AI to draft a warm, professional email that thanks the patient for their trust, briefly mentions their progress milestone, and provides simple instructions for leaving a Google review or written testimonial. Request that the tone be grateful but not pushy. 3. Review the draft and personalize it — add a specific detail you remember about their goals or a moment from their care that shows you were paying attention. This makes the request feel genuine, not automated. 4. Ask the AI to create a second, shorter version for text message or patient portal use, in case email isn't the best channel for that patient. Keep it under 160 characters if possible. 5. Before sending, double-check that the message doesn't pressure the patient, complies with any clinic policies on testimonials, and feels like something you'd actually say. Always review and adjust the AI draft to match your voice and professionalism. 6. Save the template structure in a document so you can quickly customize it for future patients — just swap in new details each time without starting from scratch. Remember: never put real patient names or protected health information into the AI tool.

March 8, 2026