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Kareo Help Center

Navigate Surveys & Reviews

Updated: 10/21/2021
Views: 3984

With instant updates of patient survey results and online reviews, Kareo Engage makes it easy to monitor your digital reputation. 

Available for Kareo Engage subscribers.

Access Surveys & Reviews

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

Navigate Survey & Reviews

  1. Click to open, view, or customize settings for Surveys & Reviews.
  2. Select the provider from the drop-down list at the top of the window. The selected provider's Surveys & Reviews display. 
    • If Review Monitoring has not yet been activated for the provider, click Turn on Review Monitoring when prompted.
  3. The Number of Reviews and Average Rating for Patient Surveys, Yelp, and Google.
  4. Use filter options under Patient Review Activity to narrow results.
    • Sort by: Newest First (default), Oldest First, Highest Rated, Lowest Rated
    • Filter by: All Reviews or select 1 through 5 Stars
    • Date range: Enter a  date range.
  5. Review Status Indicators:
    • New: The review has not been viewed by any user in the practice.
    • Published: The review has been published to the provider's profile.
  6. The review source shows where the review originated.
  7. The submitting patient's name, review rating, and date submitted display.
    Note: Click the patient name for a Kareo Patient Survey review to open the submitting patient's record.
  8. Patient testimonial displays, when available.
  9. Click View Review to read review details.
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