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Kareo Help Center

Create New Message

Updated: 10/22/2019
Views: 81

Kareo provides a messaging system that enables users within a practice to easily and securely send messages to one another. This includes messaging between the Kareo Desktop Application (PM), Kareo Clinical (EHR), and mobile applications. Patient messages can also be received and replied to within the messaging system. To initiate a new patient message, use the Patient Portal.

Create New Message

  1. Click Tasks & Messages > New Message in the top menu. The New Message window opens.
    Tip_Icon.pngTip: For faster navigation, click the envelope icon in the Icon Toolbar or press Ctrl+Shift+N on your keyboard.
  2. Enter the information:
    1. To: Enter one or more recipients.
    2. Reference (Optional): Attach a patient, document, or encounter the message is in reference to.
      • Enter all or part of a patient name to search and select a patient record.
      • Click Document to browse and attach a document (up to 10MB in size).
      • Click Encounter to search and select an encounter record.
    3. Subject: Enter a descriptive subject for the message.
    4. Body: Enter the message details. 
  3. Click Send.


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