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Kareo Help Center

Apply Recall Message

Updated: 10/21/2021
Views: 3535

Automated recall messages support return business for your practice by reminding patients when they are due for continuing care. Once a recall message has been created, it can be enabled for patients. 

In order for a patient to receive patient communications:

  • Automated patient communication preferences must be set on the Profile tab of the patient's Demographics page.
  • An email address must be entered on the Profile tab of the patient's Demographics page.

Available for Kareo Engage subscribers.

Access Patient Recall

  1. Enter the first 2–3 letters of the patient's name or date of birth (mm/dd/yyyy) in the top navigation bar search box.
  2. Click to select the patient from the auto-populated results. The patient's Facesheet page opens.
  3. Click Recall. The Recall page opens.

Apply Recall Message

  1. Click Enable on the right of the desired Recall message. The Edit Recall Message pop-up window opens.
  2. Change the message delivery recurrence options and provider sending the message, if necessary.
  3. Select a Start Date to begin sending the Recall message.
  4. Click Save when finished.
    • To see how the message will look when sent to the patient, click Preview.

The recall message is added to the patient's Recall message list.

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