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Kareo Help Center

Set Up Post-Visit Survey

Updated: 09/14/2020
Views: 1130

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

  1. 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.
  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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