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Kareo Help Center

Edit Patient Group

Changes can be made to a custom Patient Group made from within the Message Center. This includes updating the group name and adding or removing patients.

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

Edit a Patient Group

  1. Click Patient Groups on the left menu. A list of current Patient Groups opens.
  2. Click Edit next to the group name you want to edit. The Edit Patient Group window opens.

MKTG edit patient group 1.png

  1. Make desired changes to the group:
  1. Edit or change the Group Name.
  2. To add a patient to the group, begin typing a patient's name and select it when displayed.
  3. To find a specific patient in the group, begin typing a patient's name and select it when displayed.
  4. Click the trash icon to remove a patient from the group.
  1. Click Save to record your changes. A green confirmation message appears and the updated group displays in the Patient Groups list.

MKTG edit patient group 2.png

 

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