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Kareo Help Center

Publish or Remove Patient Review

Updated: 11/03/2021
Views: 1188

Post-visit patient survey results can be privately reviewed in Kareo and then posted to the provider's online profile to boost the image of the practice. Once a patient survey has been completed, feedback details can be accessed from the Surveys & Reviews page. After reviewing the survey results, the overall satisfaction rating and public testimonial sections of the survey can be shared on the provider's online profile.

Providers can also remove reviews that were previously published or automatically posted to the provider's online profile.

Available for Kareo Engage subscribers.

Access Surveys & Reviews

  • Hover over the Engage icon and click on Surveys & Reviews. The Surveys & Reviews page opens.
Engage_SurveyReviews_Access.png

Publish Patient Review

  1. Click View Review. The Patient Survey pop-up window opens.
  2. Review the Overall Rating and Public Testimonial sections to confirm you would like to publish the information provided.
  3. Click Publish on Profile. A confirmation message displays and a blue Published icon appears next to the review. The review is now published on the provider's profile.
Engage_Survey_PublishReview.png

View Published Review

After the review is published, the review is now

  1. Access the provider's profile.
  2. Scroll down the the Testimonials section.
  3. Published reviews are displayed. If applicable, click View All to see additional reviews.
Engage_Survey_ProviderProfile.png

Remove Patient Review

If necessary, remove a published patient review from the provider's profile.

  1. Click View Review. The Patient Survey pop-up window opens.
  2. Click Remove from profile. The patient review is unpublished from the provider's profile.
Engage_Survey_UnpublishReview.png
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