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Kareo Help Center

Kareo Marketing Release Notes September 1, 2016

This release includes new features that allow you to collect patient reviews on third-party websites in a safe, intuitive, and effective way.


  • Directly connect your patients to leave a review on any third-party website.
  • Prescreen the patient's overall visit experience before redirecting them to leave a review on a third-party website.
  • Automatically detect and redirect patients with a Gmail account to leave a review on your Google+ page.

Reviews & Surveys Settings

The new Reviews & Surveys function on the Practice Settings menu allows you to set custom options that bring patients directly to the review website you choose. 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.

Select Where to Direct Patients to Leave Reviews

Two options are now available for collecting patient reviews.

  1. Kareo Reviews: This option represents the original process for collecting and posting reviews on your Kareo Provider Profile. The system automatically sets this option by default, and no further customization is necessary.
  2. Reviews Around the Web: This new option allows patient reviews to be left on third-party review sites. Once this option is selected, customization options open.

PF surveys & reviews settings 2.png

  1. Step 1: Specify your review sites.

    Enter information to direct patients to your review sites.
  • Kareo Provider Profile:
    • This box auto-populates by default with your Kareo Provider Profile URL.
  • Google+ URL:
    • This box auto-populates if the Google+ URL is entered in the Kareo Provider Profile.
    • If blank, paste your Google+ URL in the box provided.
    • Enter /?review=1 at the end of the URL to bring patients directly to reviews on your Google+ page.
  • Other URL:
    • Enter your profile page URL for a third-party review site that you regularly use. (e.g., Healthgrades, Yelp, etc.)
  1. Step 2: Where would you like to start collecting more reviews?

    Choose one of the three available options for sending patients to leave a review. Patients will be directed to one review site based on your selection and their email provider.
  • Google+ and your Kareo Provider Profile:
    • Directs patients with Gmail to your Google+ page.
    • Patients with a non-Gmail account are sent to your Kareo Provider Profile.
  • Google+ and the other third-party site you specified above:
    • Directs patients with Gmail to your Google+ page.
    • Patients with a non-Gmail account are sent to the site entered in the Other URL box in Step 1.
  • Only the third-party site you specified above:
    • Directs every patient (regardless of email provider) to post a review on the site entered in the Other URL box in Step 1.
  1. Step 3: Specify your minimum rating for redirecting.

    Set a minimum star threshold to determine where a patient is redirected. Four stars is recommended, and three stars is automatically set by default. Patients who give a star rating at or above the threshold will be directed to the review site option chosen in Step 2. A star rating given below the threshold will direct the patient to leave feedback through Kareo, which you can review privately and publish to your provider profile, if desired.

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