Use a consistent request
Ask eligible real clients without inventing identities or offering payment for positive statements. Follow the relevant platform and professional rules.
Respect privacy
Do not expose patient relationships in public replies. Keep sensitive information inside the practice’s approved communication systems.
Keep publication permissions
A private message is not automatically permission to publish a testimonial. Confirm consent and preserve the original context.
Put it to work
A practical next step
Review the request message, recipient criteria and publication permissions before starting.
Keep the evidence with the decision.
Save the baseline, the reason for the change and the person responsible for checking it. This makes the work easier to review later and helps your team distinguish a verified improvement from an untested assumption.
This note provides a planning framework. The right implementation depends on your business model, market, website and available records. Where a decision involves scientific interpretation, clinical services or legal status, use the appropriate qualified reviewer rather than treating marketing guidance as approval.
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Review the service scope and use the briefing tool to describe your current situation.