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Kareo Help Center

Set Up Post-Visit Survey

The Post-Visit Survey is part of the Patient Communications function and is available only with Kareo's Marketing module. Sending automated patient surveys after each patient visit helps establish a provider's online reputation. The Post-Visit Survey is emailed to a patient either when their appointment is updated to Checked Out on the Agenda (Kareo Clinical and Kareo Billing modules only) or two hours past the scheduled appointment time. Once a patient completes the survey, results will be available for the provider to read and post to their profile. In addition, patients who've had a positive experience will be encouraged to leave a social media review for your practice after completing the survey.

Note: In order for a patient to receive patient communications:

  • Automated patient communication preferences must be set on the Profile tab of the patient's Demographics page.
  • An email address must be entered on the Profile tab of the patient's Demographics page.

Access Patient Communications

Hover over the Platform icon in the upper left of the window and select Patient Communications. The Patient Communications window opens.

KMB access patient communications with marketing.png

Set Up Post-Visit Survey

  1. Click the Surveys card under the After the visit  section. The Patient Survey settings open.
  2. By default, the patient survey setting is turned on. Click Turn off surveys to deactivate this message, if desired. Click Turn on Survey to reactivate.
  3. Click Manage social media sites to add a provider's social media links, if desired. Positive reviews will be automatically posted to the sites that are listed on the Social Media section of a provider's profile page.
  4. Click preview what this looks like to see how the survey will appear to patients.
  5. Click x in the upper-right corner or Close to go back to the Patient Communications page.

KMB set up patient survey.png


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