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Kareo Help Center

Secure Messaging

Kareo PM provides a messaging system that enables users within a practice to easily and securely send messages to one another, and to receive and reply to Patient Portal messages. This includes messaging between Kareo PM, Kareo EHR and Mobile Applications. The messaging system allows you to reference patients and add documents. You can also choose to be notified via email every time you are messaged.

Messages are accessed through Shortcuts on the Dashboard. Note that messages to a patient cannot be initiated within the Messages function, but can be received and replied to.

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  1. Click to access the Messages window.
  2. Indicates the number of unread messages.
  3. Click the subject line to view the full message.
  4. Click to flag or archive the message. Flagged messages display under the To Do List on the Dashboard. Messages cannot be deleted; archiving them will take them out of your Inbox and save them under the Archived tab.
  5. If a patient, encounter or document is referenced in the message, click the link to access it.
  6. Enter a message to reply.
  7. Attach an encounter, a patient record or a document of any kind (not to exceed 10MB).
  8. Click to initiate a new message.
  9. Message Settings:
  • Patient Portal: Check this option if you want messages from the Patient Portal to appear in your Inbox.
  • Notifications: Check this option if you want to receive email alerts every time someone messages you.

To create a new message from within the Messages function

  1. In the Messages window, click New Message.
  2. Enter one or more recipients in the To field.
  3. Add a patient name for reference, if desired. This will create a link to the patient's record.
  4. Enter the subject of the message.
  5. Enter a message in the Body field.
  6. Attach an encounter, a patient record or a document of any kind (not to exceed 10MB).
  7. Click Send.

To create a new message that links to an encounter or document

  1. Encounter: Open the encounter and click New Message at the bottom.
  2. Document: In the Find Documents window, highlight a document and click New Message at the bottom.
  3. Enter one or more recipients in the To field.
  4. Enter the subject of the message.
  5. Enter a message in the Body field.
  6. Click Send.

To set message notifications

  1. Click on the message icon.
  2. Click See all Messages.
  3. On the Messages window, click Messages Settings.
  4. Select from the following options:want to receive email alerts every time someone messages you.
  • Patient Portal: Check this option if you want messages from the Patient Portal to appear in your Inbox.
  • Notifications: Check this option if you want to receive email alerts every time someone messages you.

Note that these settings are practice-specific.

  1. Click Save.

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