Updated: 05/20/2022
Views: 4978
The Message Center allows users within a practice to communicate with each other and with patients. Create timely and targeted messages with custom email templates and patient groups, schedule batch email messages to be delivered on a future date, or communicate freely by sending personalized, on-demand messages. This interactive system lets patients reply directly to any communication they receive and delivers responses right to your inbox.
Navigate and View Messages
- Click Tasks & Messages > View Messages in the top menu. The Messages window opens.
Note: The Messages window is also known as the Message Center.
Tip: For faster navigation, click Messages under the Navigation Shortcuts or press Shift+F12 on the keyboard.
- Navigate the Message Center.
- Settings: click to open the Messages Settings window.
- New Message: Click New Message to create and send a new message.
- Search messages by patient name, date of birth (DOB), or keyword.
Note: The search does not include messages between staff members.
- Click on a tab to see messages in the Inbox.
- Staff: Interoffice messages and reports.
- Patient Portal: Secure messages sent through the patient portal.
- Patient Replies: Messages sent from the patient responding to emails, surveys, and text.
- Other: New Appointment request, messages from Kareo Support, other reports, announcements, and task follow-ups.
- Click on a tab to view messages that are Flagged, Queued to send, Sent, or Archived.
- Click on a tab to create, view, edit, or delete Message Templates and Patient Groups.
- Click on a message to view details and take the appropriate action(s).
Note: The message preview shows the most recent message and multiple participants if applicable.
- Click the flag icon to flag the message as important. Flagged messages also displays under the To Do List on the Dashboard.
- Click the file box icon to archive the message. Messages cannot be deleted, but archived messages are removed from the Inbox and saved under the Archived tab.
- If applicable, click to view an attached Document, Encounter, and/or Patient record referenced in the message.
- Enter a reply to the message.
- Add Reference: If applicable, attach a Document (up to 10MB in size), Encounter, and/or Patient record to the reply.
- Click Send to send the reply.
- If applicable, click the left and right arrows to navigate to additional pages of messages.
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