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Kareo Help Center

Manage Surveys & Reviews Settings

Kareo Engage helps build your online presence by allowing you to set custom options for collecting post-visit patient reviews. Begin by selecting where you would like to focus collecting patient reviews, then specify the sites where you would like to direct your patients, and choose a minimum star rating that patients must give before being redirected.

Access Surveys & Reviews Settings

  1. Hover over the User icon and select Practice Settings. The Practice Settings menu opens.
  2. Click Surveys & Reviews. The Surveys & Reviews settings page opens.

Settings_Survey_Review.png

Manage Surveys & Reviews Settings

Click an option to choose where you'd like to start building up your reviews:

  1. Kareo Reviews: Directs patients to your Kareo provider profile page.  Once selected, customization settings open.
  2. Google My Business Reviews: Directs patients with a Gmail account to your practice's Google Business review page. Once selected, customization settings open.
  3. Any Site: Set custom options for directing patients to leave reviews on third-party review sites. Once selected, customization settings open.

Survey_Review_Options.png

Kareo Reviews Settings

  1. Click on the Surveys card to edit the post-visit survey settings.
  2. Click to select a minimum star threshold for auto publishing reviews. The High Rated Review pop-up window opens.
    1. Click to clear the checkbox to disable auto publishing.
    2. Click on the stars to select the minimum threshold.
    3. Click Save or Cancel.
  3. Click to select a minimum star threshold to direct the patient to leave feedback through Kareo, which you can review privately and publish to your provider profile, if desired. The Low Rated Reviews pop-up window open.
    1. Click on the stars to select the minimum threshold.
    2. Click Save or Cancel.
Survey_Review_Options_Kareo.png

Google My Business Reviews Settings

  1. Click on the Surveys card to edit the post-visit survey settings.
  2. Click to select a minimum star threshold to direct patients with a Gmail account to your practice's Google Business review page. The High Rated Review pop-up window opens.
    1. Click on the stars to select the minimum threshold.
    2. Enter your Google My Business Review page URL.
    3. Click Save or Cancel.
  3. Click to direct patients without a Gmail account to Kareo for auto publishing or a third-party review site. Note: the minimum star threshold will pull from the card above. The Views from patients without a Gmail account pop-up window opens.
    1. Click the drop-down arrow to select where to direct the patient:
      • Kareo Reviews
      • Healthgrades
      • Vitals
      • Yelp
      • Custom
      • Note: If a third-party review site is selected, enter your profile URL.
    2. Click to clear the checkbox to disable auto publishing. Note: Only available when Kareo Review is selected.
    3. Click Save or Cancel.
  4. Click to select a minimum star threshold to direct the patient to leave feedback through Kareo, which you can review privately and publish to your provider profile, if desired. The Low Rated Reviews pop-up window open.
    1. Click on the stars to select the minimum threshold.
    2. Click Save or Cancel.
Survey_Review_Options_Google.png

Any Site Settings

  1. Click on the Surveys card to edit the post-visit survey settings.
  2. Click to select a minimum star threshold to direct the patient to a third-party review site. The High Rated Review pop-up window opens.
    1. Click on the stars to select the minimum threshold.
    2. Click the drop-down arrow to select a third-party review site:
      • Healthgrades
      • Vitals
      • Yelp
      • Custom
    3. Enter your profile URL for a third-party review site.
    4. Click Save or Cancel.
  3. Click to select a minimum star threshold to direct the patient to leave feedback through Kareo, which you can review privately and publish to your provider profile, if desired. The Low Rated Reviews pop-up window open.
    1. Click on the stars to select the minimum threshold.
    2. Click Save or Cancel.
Survey_Review_Options_Other.png
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