Set Up Post-Visit Survey

Updated: 01/05/2024 | Views: 3255

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 Engage subscribers.

Access Patient Communications

Hover over the Platform icon and click on Patient Communications. The Patient Communications page opens.

Set Up Post-Visit Survey

Click the drop-down arrow to select the provider these settings apply to.
- If applicable, click Turn on patient communications to activate Patient Communications for the provider.
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 disable surveys, click Turn off surveys.
Click Close when finished.