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Kareo Help Center

Create Message Template

Message Templates allow you to save time by creating, storing, and reusing messages that you send on a regular basis. Once created, you can send a template message to a patient group right away or schedule delivery for a future date and time. Set up and store as many email templates as you require -- from a thank you email to targeted marketing communications, every message is addressed from you and delivered to each recipient's individual inbox. 

Open the Message Center

  1. Click the envelope icon in right of the top navigation bar. The messaging summary window opens.
  2. Click See All Messages. The Message Center opens.

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Create a Message Template

  1. Click Message Templates on the left menu. A list of current Message Templates opens.
  2. Click New Template in the upper right of the window. The New Template window opens.

MKTG create message template 1.png

  1. Template Name: Enter a reference name for the template. This name will only display in the Message Templates list.
  2. Subject Line: Enter the email subject line that will display when the message is sent to patients.
  3. Body: Enter the message content up to 500 characters in length.
  4. Click Preview to see how the message will appear to recipients. Click Close after previewing to return to the previous window.
  5. Click Save when finished. A green confirmation message appears and the new template displays in the Message Templates list.

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