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Kareo Help Center

Edit or Delete Patient Group

Updated: 11/21/2019
Views: 484

Changes can be made to a custom Patient Group made from within the Message Center. This includes updating the group name, adding or removing patients, and deleting the group.

Available for Kareo Engage subscribers.

Access Patient Group

  1. Click the envelope icon. The messaging summary window opens.
  2. Click See All Messages. The Message Center opens.
  3. Click Patient Groups on the left menu. A list of current Patient Groups opens.
  4. Click Edit next to the group name you want to edit. The Edit Patient Group page opens.

MessageCenter_PatientGroup_Edit.png

Edit Patient Group

  1. Make desired changes to the Group Name, add patients, or remove patients.
  2. Click Save when finished. A green confirmation message displays and the updated group displays in the Patient Groups list.
MessageCenter_PatientGroup_Edit_Save.png

Delete Patient Group

  1. Click Delete Group. The Delete Patient Group confirmation window opens.
  2. Click Confirm. A green confirmation message displays and the group is deleted from the Patient Groups list.
MessageCenter_PatientGroup_Delete.png