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Kareo Help Center

Send Message to Staff

The Kareo Engage Message Center enables users to easily send and receive messages within the practice and communicate with patients through email or text .

Users within the practice can easily and securely send messages to one another through the Message Center. The system also allows you to reference patients and add documents.

Create New Message

  1. Click the envelope icon on right of the top navigation bar. The messaging summary window opens.
  2. Click New Message. The New Message window opens.
  3. Click to select "Staff".
  4. Click Next. The New Message to Staff window opens.
MessageCenter_Staff.png

Compose New Message

  1. Begin typing a the staff member's name and select it when displayed. 
  2. If desired, reference a patient or document.
    • Begin typing the patient's name and select it when displayed. 
    • Click Document to browse and attach an image or document (not to exceed 10MB).
  3. Enter the Subject and a message in the Body field.
  4. Click Send when finished.
MessageCenter_Staff_Send.png

 

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