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Kareo Help Center

Send Patient Portal Message

Updated: 09/08/2020
Views: 5319

The Patient Portal is an easy way to securely send and receive patient messages. Messaging through the Patient Portal can be accessed through the patient's chart or through the Patient Portal. Note that a patient must first be invited to activate a Patient Portal account.

Send Message From Patient Chart

  1. Enter the first 2–3 letters of the patient's name in the top navigation search box. 
  2. Click to select the patient from the auto-populated results. The patient's Face Sheet opens.
  3. Click the Pt. Msg icon in the top action taskbar. The Messages page of the Patient Portal opens.



Send Message From Web

  1. Open a browser and type
  2. Scroll down and click the For Doctors link at the bottom. The Patient Portal for providers page opens.
  3. Click Sign In at the top right of the window and enter the Email and Password you use to sign in to Kareo Clinical. The Dashboard page opens.
  4. Click Messages at the top. The Messages page opens.