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, you can set custom options collecting reviews on a third party website from patients who've had a positive visit experience.
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.
Set Up Post-Visit Survey