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How to Review Your Website, Business Email, and Reputation Management Requests in MedXimity EHR

Dernière mise à jour Sep 19, 2026

This guide shows provider owners, administrators, and authorized staff how to find, review, submit, and track website, business email, and reputation management requests inside MedXimity EHR. Use it when you need to review website changes before approval, submit a business email request to MedXimity, or check the status of reputation management support.

Overview: What These Requests Are Used For

Website, business email, and reputation management requests are used for different practice administration tasks. Choosing the correct request type helps the MedXimity team route your request correctly and reduces delays.

  • Website request: Used to review or request changes to practice website content, service pages, contact information, provider information, photos, forms, or other website updates.
  • Business email request: Used to request setup, changes, or review for practice business email accounts or domain-based email details.
  • Reputation management request: Used for support related to online review workflows, reputation tools, review request settings, or visibility of reputation-related services.

If you are comparing a website request vs reputation request, use a website request for changes to what appears on your site. Use a reputation management request for review-generation tools, reputation support, or review workflow questions.

Before You Start: Roles, Permissions, and Information to Prepare

Request access may depend on your MedXimity EHR role. Practice owners and administrators typically have the broadest access. Staff users may only see requests they created or requests assigned to their role.

Before opening or submitting a request, prepare the following:

  • Practice legal or public-facing business name
  • Practice address, phone number, and business hours
  • Website URL or page URL, if the request is website-related
  • Domain name and requested email address, if the request is email-related
  • Provider names, credentials, and service information that should appear publicly
  • Any approved logo, photo, or content file you need reviewed
  • A clear description of what should be changed, approved, or checked

Do not include patient names, patient photos, chart details, appointment history, or other patient-identifying information in website, email, or reputation management requests.

Where to Find Website, Business Email, and Reputation Management Requests

Use the Requests area in MedXimity EHR to find website, email, and reputation management items. Your menu labels may vary slightly based on your permissions and enabled services.

  1. Sign in to MedXimity EHR with an owner, administrator, or authorized staff account.
  2. From the main dashboard, open the left navigation menu.
  3. Select Requests or Support Requests.
  4. Choose the relevant request type: Website, Business Email, or Reputation Management.
  5. Use filters such as Status, Location, Created By, or Date to narrow the list.
  6. Select the request title to open the detail page.

If you are looking for the MedXimity EHR website requests page and do not see it, confirm that your practice has website services enabled and that your user role includes request access.

How to Review a Website Request

If you are searching for how to review website request items in MedXimity EHR, start by opening the website request and checking each requested change against your practice information.

  1. Go to Requests and select Website.
  2. Open the website request you need to review.
  3. Read the request summary and note the requested page, section, or content item.
  4. Review any attached files, screenshots, draft text, or notes.
  5. Check that the practice name, address, phone number, business hours, provider names, and service descriptions are accurate.
  6. If a preview link is available, open it and review the page before approval.
  7. Add comments if something needs to be corrected or clarified.
  8. Select Approve, Submit, or Request Changes, depending on the available action.

When reviewing website content, keep public-facing language accurate and general. Do not add patient-specific details or claims that promise a clinical outcome.

How to Review a Business Email Request

Use the business email request workflow when you need to submit business email request MedXimity details for a new account, change, or review.

  1. Open Requests from the MedXimity EHR navigation menu.
  2. Select Business Email.
  3. Open the request you want to review.
  4. Confirm the practice domain name, requested email address, display name, and user assignment.
  5. Check whether the request is for a new inbox, alias, forwarding change, password reset support, or another email-related update.
  6. Review any domain verification notes or required next steps.
  7. Add missing information in the comments or required fields.
  8. Select Submit or Approve when the request is complete.

If you need to fix incomplete business email request details, update the required fields before resubmitting. Incomplete email requests often require clarification about the domain, the intended user, or the requested mailbox name.

How to Review a Reputation Management Request

Reputation management requests help your practice review items related to online review workflows, request settings, and reputation service support.

  1. Go to Requests and select Reputation Management.
  2. Open the request you want to review.
  3. Read the request summary and any notes from the MedXimity team.
  4. Confirm the practice location, provider, or campaign details listed in the request.
  5. Review any requested changes to review links, messaging, or reputation settings.
  6. Add comments if information is missing or incorrect.
  7. Submit, approve, or request changes using the available action button.

For MedXimity help reputation management requests, include the practice location, the reputation tool or workflow involved, and a clear description of the issue. Avoid including patient names or review content that identifies a patient unless specifically instructed through a secure support process.

What to Check Before Submitting or Approving a Request

Use this quick checklist before you approve a website request, submit a business email request, or send a reputation management request for review.

Business email request approval checklist

  • Correct practice name and location
  • Correct domain name
  • Correct requested email address spelling
  • Correct user or role assigned to the email account
  • Clear request type, such as new inbox, alias, forwarding, or support
  • No patient-identifying information included

Website and reputation request checklist

  • Practice address, phone number, and hours are correct
  • Provider names and credentials are spelled correctly
  • Service descriptions are accurate and appropriate for public use
  • Photos, logos, and files are approved for use by the practice
  • Preview links have been reviewed, if available
  • Comments clearly explain any requested edits

To review website changes before approval, open the preview or attached screenshot and compare it against your intended changes before selecting approve.

Understanding Request Statuses

The exact request status labels may vary, but these are the most common meanings. This section is useful if you are checking reputation management request status meaning or tracking a website or business email request.

  • Draft: The request has been started but not submitted.
  • Pending: The request is waiting for required information, approval, or review.
  • Submitted: The request has been sent to MedXimity.
  • In Review: The MedXimity team is reviewing the details or working on the request.
  • Needs More Information: Additional details are needed before work can continue.
  • Locked: The request may be temporarily unavailable for editing because it is under review, assigned to another team member, completed, or restricted by your permissions.
  • Completed: The request has been processed or closed.
  • Declined or Canceled: The request was not completed, usually because it was no longer needed, duplicated, or missing required authorization.

What Happens After You Submit a Request

After submission, the request moves to the MedXimity team for review. You can return to the request detail page to check status, read comments, or respond if more information is needed.

  1. Submit the completed request.
  2. Watch for status updates in the Requests list.
  3. Open the request if the status changes to Needs More Information.
  4. Reply with the requested details or corrections.
  5. Check the completed request once the work is marked finished.

How long does approval take? Timing depends on the request type, complexity, completeness of the information, and current support volume. Requests with clear details and complete approvals are typically easier to process than requests that require follow-up.

Privacy and Content Guidelines for Requests

Website, business email, and reputation management requests may involve public-facing practice information. Keep requests professional, accurate, and privacy-conscious.

  • Do not include patient names, dates of birth, phone numbers, email addresses, record details, or appointment information.
  • Do not upload patient photos or testimonials unless your practice has confirmed appropriate authorization and the request is handled through an approved process.
  • Do not make outcome guarantees in public website content.
  • Use general service descriptions instead of patient-specific examples.
  • Limit request comments to the information needed to complete the task.

Troubleshooting Missing, Incomplete, or Locked Requests

Missing website request in EHR

  1. Confirm you are signed in to the correct practice account and location.
  2. Clear any filters in the Requests list.
  3. Change the status filter to All.
  4. Check whether another admin created the request under a different location.
  5. Confirm that website services are enabled for your practice.
  6. If the request is still missing, contact MedXimity support with the practice name and approximate request date.

Why is my request locked?

A request may be locked because it is already submitted, currently in review, completed, assigned to another user, or restricted by your role. If you need to change a locked request, add a comment if available or contact support with the request ID.

Fix incomplete business email request

  1. Open the request marked Needs More Information or Draft.
  2. Review highlighted required fields.
  3. Add the missing domain, mailbox name, assigned user, or requested action.
  4. Save your changes.
  5. Submit the request again.

Related MedXimity and DigitalPatientChart Help Resources

These related MedXimity resources may help you manage public practice information and EHR workflows:

FAQ: Website, Email, and Reputation Management Requests

Where is the MedXimity EHR website requests page?

Sign in to MedXimity EHR, open Requests, then select Website. If you do not see it, your role may not have access or website services may not be enabled for your practice.

Can staff users approve requests?

Only users with the required permissions can approve or submit certain requests. Practice owners and administrators can review staff access if a user cannot see the expected action buttons.

What is the difference between submitted and in review?

Submitted means your practice has sent the request to MedXimity. In Review means the MedXimity team is reviewing or working on the request.

Can I edit a completed request?

Completed requests are usually closed. If you need another change, create a new request or contact support with the completed request ID.

Why can’t I approve a request?

You may not have the required role, the request may be locked, or required information may be missing. Check the status and required fields first, then contact support if the issue continues.

Still Need Help?

If you still need help reviewing a website, business email, or reputation management request, contact MedXimity support from inside MedXimity EHR. Include your practice name, location, request type, request ID if available, and a brief description of the issue.

This article is for educational purposes only and is not a substitute for professional medical advice, diagnosis, or treatment. Always consult a qualified healthcare provider about your specific condition. If you may be experiencing a medical emergency, call 911 or seek emergency care immediately.

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