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Kareo Help Center

Set Up Post-Visit Survey

Updated: 03/15/2022
Views: 2030

Sending automated patient surveys after each patient visit helps establish a provider's online reputation. The Post-Visit Survey is emailed to a patient when their appointment status is changed to Checked Out. Once a patient completes the survey, results will be available for the provider to view and post to their profile. In addition, you can set custom options collecting reviews on a third party website from patients who've had a positive visit experience.

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.

Available for Kareo Engage subscribers.

Access Patient Communications

  • Hover over the Platform icon and click on Patient Communications. The Patient Communications page opens.

Set Up Post-Visit Survey

  1. Click the drop-down arrow to select the provider these settings apply to.
    • If applicable, click Turn on patient communications to activate Patient Communications for the provider.
  2. Click the Surveys card. The Patient Survey and Reviews pop-up window opens.
    • To see how the survey appears to patients, click Preview here.
    • To add links to social media pages, click Manage social media sites on your Provider Profile. Positive reviews will be automatically posted to the sites specified in your Surveys & Reviews settings.
    • To disable surveys, click Turn off surveys.
  3. Click Close when finished.
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