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Kareo Help Center

Apply Appointment Recall Message to a Patient

Updated: 01/17/2020
Views: 1460

Kareo's appointment recall tool automatically sends messages to selected patients before they are due for their continuing care. Once a recall message has been created, it can be applied to patients through the Recall tab in the patient's record. 

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 record opens to the Face Sheet.
  3. Click Recall. The Recall page opens.

Patients_Recall.png

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 desired.
  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.

Patients_Recall_Enable.png

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