Skip to main content


Kareo Help Center

Set Up Post-Visit Survey

Updated: 06/05/2020
Views: 647

The Post-Visit Survey is part of the Patient Communications function. 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.

Available for Kareo Engage subscribers.

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 and click on Patient Communications. The Patient Communications page opens.


Set Up Post-Visit Survey

  1. Click the Surveys card under the After the visit section. The Patient Survey and Reviews settings open.
  2. Click Preview here to see how the survey appears to patients.
  3. Click Manage social media sites on your Provider Profile to add links to social media pages, if desired. Positive reviews will be automatically posted to the sites specified in your Surveys & Reviews settings.
  4. By default, patient surveys are turned on. Click Turn off surveys to deactivate the surveys so that patients no longer receive them, if desired. Click Turn on Survey to reactivate.
  5. Click Close when finished.



  • Was this article helpful?