Use DigitalPatientChart to review requested website edits, approve updates before they go live, request revisions when something needs correction, and manage reputation management requests for your practice. This guide explains the provider workflow and the checks to complete before approving website change requests or public-facing reputation updates.
Note: Menu names may vary slightly based on your account permissions and enabled services.
What You Can Manage in DigitalPatientChart
If you are asking, “what can I manage in DigitalPatientChart,” your available options depend on your role and subscription. For website and reputation workflows, authorized provider users may be able to manage:
- Website change requests: Review proposed edits to pages, provider bios, service descriptions, contact information, office hours, photos, calls to action, and blog or resource content.
- Approval decisions: Approve website changes in DigitalPatientChart or request revisions before updates are published.
- Request status tracking: See whether a website update is new, in review, pending approval, approved, published, or returned for revision.
- Reputation management requests: Review support requests related to review generation, review response assistance, listing updates, or reputation campaign questions.
- Communication with support: Add notes, clarify business details, and send revision instructions to the DigitalPatientChart team.
For general site performance tasks, see How to Conduct a SEO Audit for Website and Learn How to Use Google Analytics to Monitor Website Activity.
Before You Review a Website Change Request
Before approving website change requests, confirm that the person reviewing the request has the right authority to approve public-facing content for your practice.
- Gather the current business information for your practice, including legal business name, office address, phone number, hours, provider names, and service areas.
- Confirm which services are currently offered at each location. Do not approve a service page or location reference if the service is not available there.
- Review any clinical language for accuracy. Avoid wording that promises results, guarantees pain relief, or implies a specific outcome for every patient.
- Check whether the change affects SEO, online scheduling, forms, tracking numbers, or calls to action.
- Decide who should review sensitive updates, such as provider credentials, condition pages, testimonials, pricing language, or reputation responses.
How to Review Requested Website Changes
Follow these steps if you need to know how to review website change requests in DigitalPatientChart.
- Sign in to your DigitalPatientChart account.
- Open the Website or Website Requests area from the main navigation.
- Select the request you want to review. Open the most recent version if multiple updates are listed.
- Read the request summary first. This should explain what changed, such as updated hours, revised service copy, new photos, or a page layout change.
- Review the preview, attached file, draft page, or marked-up content provided with the request.
- Compare the proposed update against your current website, practice information, and internal records.
- Check all links, phone numbers, location details, provider names, and appointment buttons.
- Review any clinical language for conservative, accurate wording. Phrases such as “may help,” “can support,” or “is commonly used for” are usually safer than absolute claims.
- Use the comments or notes field to document any questions before approving or requesting revisions.
How to Approve a Website Change or Request Revisions
The approve vs request revisions website changes decision should be based on whether the update is accurate, complete, compliant, and ready for the public.
Approve a website change
- Open the website change request.
- Review the full request, including any preview, attachments, and notes.
- Confirm that the update is accurate and ready to publish.
- Select Approve.
- Add a short approval note if prompted, such as “Approved to publish as shown.”
- Submit your approval.
After you approve website changes in DigitalPatientChart, the request may move to a publishing queue. Some changes may not appear instantly on the live website.
Request revisions for website updates
- Open the website change request.
- Select Request Revisions or the equivalent return option.
- Explain exactly what needs to change.
- Reference the specific page, section, provider name, sentence, image, or button whenever possible.
- Submit the revision request.
Example revision note: “Please change Monday hours to 8:00 AM–5:00 PM, remove Saturday availability, and update Dr. Lee’s bio to say ‘rehabilitation and chiropractic care’ instead of ‘sports medicine specialist.’”
How to Track the Status of Website Change Requests
Use the request list to track website change request status and understand what is waiting on your team versus the DigitalPatientChart support team.
- Open Website Requests.
- Use filters such as Open, Pending Approval, Revision Requested, Approved, or Published, if available.
- Select a request to view its status history, notes, and most recent activity.
- Check whether the next action is assigned to your practice or to support.
- If you need an update, add a note in the request instead of opening duplicate requests for the same change.
- New/Open: The request has been created but may not yet be reviewed.
- In Review: The team is reviewing or preparing the update.
- Pending Approval: Your practice needs to approve or request revisions.
- Revision Requested: The request was returned with requested changes.
- Approved: Your practice approved the update.
- Published/Complete: The update has been completed or pushed live.
How to Manage Reputation Management Requests
Use this workflow to manage reputation requests in DigitalPatientChart. Reputation requests are separate from website change requests. They may involve review campaign support, online listing questions, review response drafts, or guidance on review-related workflows.
- Sign in to DigitalPatientChart.
- Open the Reputation, Reputation Management, or Requests section.
- Select the reputation request you want to review.
- Read the request type and description. Confirm whether it relates to review generation, response support, listing accuracy, or another reputation task.
- Add any missing business details, such as preferred phone number, location name, or approved response tone.
- Review any proposed public response carefully before approving it.
- Approve the request, ask for revisions, or add a question for support.
For more context on ethical review generation, see Helpful Tips to Get Google Reviews for Chiropractic Clinic.
Compliance Checklist Before Approving Website or Reputation Updates
Use this checklist before approving public-facing content. It is especially important for patient review responses without HIPAA issues, because even confirming that someone is a patient may create privacy concerns.
- Accuracy: Business name, address, phone number, hours, services, provider names, and location details are correct.
- Clinical claims: Content avoids guarantees such as “cures,” “eliminates pain,” or “works for everyone.”
- Scope of care: Services described are actually offered by your practice and the listed providers.
- Credentials: Degrees, licenses, certifications, and specialties are accurate and not overstated.
- Patient privacy: Public review responses do not confirm a reviewer’s patient status, diagnosis, treatment, appointment history, or outcome.
- Tone: Responses are professional, brief, and do not argue with reviewers.
- No overpromising: Reputation content does not promise a certain star rating, review volume, or removal outcome.
A safer public review response often thanks the reviewer generally and invites them to contact the office directly, without discussing care details.
Best Practices for Clear Revision Notes
Clear notes help the DigitalPatientChart team complete updates faster and reduce back-and-forth.
- Start with the page or request item that needs attention.
- Quote the exact text that should be changed, if possible.
- Provide the replacement text in full.
- Attach approved images or files when needed.
- List changes in bullets if there is more than one correction.
- Avoid vague notes such as “fix this section” or “make it better.”
If you are requesting content updates, How to Write Quality Website Blog Posts That Answer People's Questions may help your team prepare clearer direction.
Troubleshooting Common Issues
I can't approve a website change request
- Confirm you are signed in with a user role that has approval permissions.
- Refresh the page and try again.
- Check whether required fields, comments, or acknowledgments are missing.
- Make sure the request is still in Pending Approval status.
- If the approve button is missing or disabled, contact support with the request ID.
My website change request is stuck pending
- Open the request and review the latest note.
- Confirm whether the next action is assigned to your practice.
- Check whether revisions were requested but not yet answered.
- Avoid submitting duplicate requests unless support asks you to do so.
- If the website change request stuck pending status has not changed after a reasonable time, contact support with the request name and date submitted.
I cannot find a request
- Check filters for closed, published, archived, or completed requests.
- Search by page name, location, provider name, or request ID.
- Ask another admin whether the request was submitted under a different account.
- Contact support if the request is still missing.
When to Contact Support
Contact DigitalPatientChart reputation management support or website support when:
- You cannot approve or return a request.
- A request is assigned to the wrong location or provider.
- The change description is unclear.
- A published update appears incorrect on your live website.
- You need help reviewing a public review response for privacy-conscious wording.
- A request remains pending and the next step is unclear.
For other DigitalPatientChart workflows, see How to Add a New Patient Record Manually in DigitalPatientChart.
Still Need Help?
If you still need help, contact MedXimity support from your DigitalPatientChart account and include the request ID, practice location, page or review platform involved, and a short description of the issue.