Apply Appointment Recall Message to a Patient
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Updated: 01/17/2020
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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
- 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.
- Click to select the patient from the auto-populated results. The patient's record opens to the Face Sheet.
- Click Recall. The Recall page opens.
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Apply Recall Message
- Click Enable on the right of the desired Recall message. The Edit Recall Message pop-up window opens.
- Change the message delivery recurrence options and provider sending the message, if desired.
- Select a Start Date to begin sending the Recall message.
- 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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