We know that any new software comes with its challenges, such as deciding where to start, how to measure impact, and how to see results quickly. We’re here to help you gain the most possible from RavePoint as we collaborate with you to identify and remove frustrating patient-practice engagement barriers and replace them with effective tools that generate mutually satisfying experiences.


API Gateway Integration Setup

API Gateway Integration Setup includes
  • Connecting RavePoint to your own Practice Management / EHR software;
  • Mapping data fields in your Practice Management to their related target fields in RavePoint;
  • Synching your Appointment Schedule(s) and Patient Records;
  • Validating your data (post-synch) for successful RavePoint processing; and
  • Assigning a dedicated SMS text number for your practice.

White Glove Onboarding

We work together to build a customized onboarding plan for you based on
  • Your highest priority goals with RavePoint;
  • The size and complexity of your practice;
  • The RavePoint Service Plan you purchased; and
  • How your current Practice Management software integrates with RavePoint.
During Onboarding, you and your staff can receive guidance on
  • Adding Users and Setting User Permissions;
  • Provisioning Providers for RavePoint Service;
  • Appointment Notification Setup, including creating reminder instructions and do-not-contact rules based on appointment types / reasons.
  • Patient Scheduling Setup. Including building Appointment Request / Patient Self-Scheduling Forms;
  • Implementing Provider scheduling rules;
  • Automating No-Show, Cancellation, Recall, and Patient Reactivation Scheduling;
  • Building and testing practice-branded patient-experience surveys, email templates, and newsletters;
  • Configuring and testing practice-specific Google Maps page(s), Google Review pages, and other public review and social media pages;
  • Waitlist Management Setup;
  • Implementing your dedicated toll-free text number;
  • Setting email “To” and “From” addresses;
  • Configuring outbound Caller ID and “Dial 0” options;
  • Alert Management;
  • Using internal staff-notification tools;
  • Usage overview of Tasks, Calendar, and Quick Access tools; and
  • Review of punch-list items.

RavePoint Certification Training

Who Should Attend

Staff members and Practice Administrators who are responsible for scheduling and communicating with patients.

How Training Is Delivered

Online via mobile phone, tablet, or PC.

Training Duration

Two (2) hours (estimated) to complete all modules.


Self-guided, using interactive slides, audio, video, and screenshots. Trainees can start and stop at their convenience and watch the training as often as they like. Upon completion, trainees receive a certificate of completion as a well as a badge of accomplishment on their RavePoint user profile.

Curriculum agenda:
  • RavePoint Dashboard and Settings
  • Text Chatting with Patients
  • Patient Scheduling and Appointment Requests
  • Delivered Reminders (results)
  • Viewing Undeliverable Reminders
  • Using Calendar View and Task View
  • Reviewing Patient Surveys and Net Promoter Score
  • Handling Incomplete Patient Contact Info Alerts
  • Accessing Patient Records
  • Cancelling Appointments
  • User Management (admins only)
  • Reports & Analytics Tools (admins only)