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Kareo Help Center

Send Text to Patient

The Kareo Engage Message Center enables users to easily send and receive messages within the practice and communicate with patients through email or text. Messages can be texted directly to individual or multiple patients. The text is sent to each patient individually and the other recipients are undisclosed. 

Note: Do not include PHI as this method is non-secure. To include sensitive information, please use Patient Portal.

Create New Text

  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 "Patient".
  4. Click to select send message by "Text".
  5. Click Next. The New Text to Patient window opens.
MessageCenter_Patient_Text.png

Compose New Text

  1. Begin typing a patient's name and select it when displayed. Add additional patients as needed.
  2. Select a provider from the drop-down list.
  3. Enter a message in the Body field.
  4. Click Send Text Message.
MessageCenter_Patient_Text_Send.png
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