Skip to main content
Kareo and PatientPop are now Tebra. Becoming Tebra will take time and we appreciate your patience as we transition to the new brand experience.Learn More
Tebra Help Center

Manage Surveys & Reviews Settings

Updated: 12/11/2023|Views: 4953

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.

Review Patient Experience: Tebra Reviews to learn more about the patient's experience completing a Tebra survey.

Available for Engage subscribers.

Access Surveys & Reviews Settings

  1. Hover over the User icon and click on Practice Settings. The Practice Settings page opens.
  2. Click Surveys & Reviews. The Surveys & Reviews settings page opens.
  3. If applicable, select a provider from the drop-down menu.
Platform_Survey&Reviews_Access.png

Manage Surveys & Reviews Settings

Click an option to select where the provider would like to start building up their reviews:

  1. Tebra Reviews: Direct patients to your Tebra provider profile page.
  2. Google My Business Reviews: Direct patients with a Gmail account to your practice's Google Business review page.
  3. Any Site: Set custom options for directing patients to leave reviews on third-party review sites.
Engage_SurveySettings_Options.png

Tebra Reviews Settings 

Configure Tebra Reviews by setting a star rating threshold for positive and negative reviews.

  1. If applicable, click the Surveys card to turn on Surveys to automatically send to patients after their view.
  2. By default, 4 stars are selected for the positive review threshold. When the patient selects a positive star rating review, they will be encouraged to leave a public review first with the option to leave an internal feedback.
    • To change the threshold, click the positive review card to select a different star threshold. The High Rate Reviews pop-up window opens.
      1. Click on the stars to select the minimum threshold.
      2. Click Save when finished.
  3. By default, 3 stars are selected for the negative review threshold. When the patient select a negative star rating review, they will be encouraged to leave an internal feedback first with the option to leave a public review.
    • To change the threshold, click the negative review card to select a star threshold to direct the patient to leave feedback through Tebra, which the practice can review privately and publish to their provider profile. The Low Rated Reviews pop-up window open.
      1. Click on the stars to select the minimum threshold.
      2. Click Save when finished.
Engage_SurveySettings_Tebra.png

Google My Business Reviews Settings

Configure Google My Business Reviews to send patients directly to the practice's Google My Business page.

  1. If applicable, click the Surveys card to turn on Surveys to automatically send to patients after their view.
  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 when finished.
  3. Click to direct patients without a Gmail account to Tebra 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:
      Note: If a third-party review site is selected, enter your profile URL.
      • Tebra Reviews
      • Healthgrades
      • Vitals
      • Yelp
      • Custom
    2. Click to clear the checkbox to disable auto publishing.
      Note: Only available when Tebra Review is selected.
    3. Click Save when finished.
  4. Click to select a minimum star threshold to direct the patient to leave feedback through Tebra, 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 when finished.
Engage_SurveySettings_Google.png

Any Site Settings

Configure Any Site to build reviews with a third-party review site.

  1. If applicable, click the Surveys card to turn on Surveys to automatically send to patients after their view.
  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 when finished.
  3. Click to select a minimum star threshold to direct the patient to leave feedback through Tebra, 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 when finished.
Engage_SurveySettings_AnySite.png

 

  • Was this article helpful?