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Kareo Help Center

Create Patient Group

The Patient Groups feature allows you send a bulk email message to all of your patients or to a specific group. Your Kareo Marketing account includes a list of preset Patient Groups and also provides the flexibility for you to create and edit custom groups to meet the needs of your patients and practice. Patient Group messages can be sent on-demand or, when using a Message Template, scheduled for future delivery on a day and time that you choose. All preset and custom Patient Groups are accessible to every Kareo Marketing user in your practice.

Note: Messages to Patient Groups are sent by email, which is non-secure and is not a HIPAA-compliant channel to share confidential patient information.

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.

MKTG navigate message center 1a.png

Create a Patient Group

  1. Click Patient Groups on the left menu. A list of current Patient Groups opens.
  2. Click New Patient Group in the upper right of the window. The New Patient Group window opens.

MKTG create patient group 1.png

  1. Group Name:  Enter a reference name for the group. This name will only display in the Patient Groups list.
  2. Add Patient from Record: To add a patient to the group, begin typing a patient's name and select it when displayed. The patient is added to the group. Continue to add additional patients to the list, as necessary.
  3. Click Save when finished. A green confirmation message appears and the new group displays in the Patient Groups list.

MKTG create patient group 2.png

 

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