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Kareo Help Center

Send Patient Broadcast

Updated: 10/21/2021
Views: 3146

The patient broadcast feature allows the provider or front office staff to quickly and easily notify patients of changes in a provider’s schedule. Create a personal message to inform single or multiple patients of the change in their upcoming appointment. After the message is sent to patients, the message is documented in the broadcast history.

Available for Kareo Engage subscribers.

Create Patient Broadcast

  1. Hover over the Engage icon and click on Patient Broadcast. The Patient Broadcast page opens.
  2. Select the provider from the drop-down list who will be sending the message.
  3. Enter a message up to 140 characters in length.
  4. Click Next: Specify Recipients. The Specify Recipients page opens.
Engage_PatientBroadcast_Message.png

Specify Recipients

  1. The next seven days displays. Click to select the appointment date(s) relevant to the message.
  2. Click to select the applicable practice location(s).
  3. Click Next: Send Message. The Review Patient List page opens.
Engage_PatientBroadcast_Patients.png

Review Patient List

  1. Review the message delivery options and patient list. To remove a delivery option or patient, click to clear the checkbox.
  2. Click Next: Send Message. The Confirm Broadcast Message pop-up window opens. 
  3. Review the message details and click Send Message. A green confirmation message displays.
Engage_PatientBroadcast_Send.png
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