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Kareo Help Center

Configure Message Settings

Updated: 10/13/2022
Views: 4714

Kareo provides a messaging system that enables users within a practice to easily and securely send messages to one another, and to receive and reply to Patient Portal messages. Each user can configure their message settings to choose whether they want to view Patient Portal messages in their inbox in the Message Center, patient replies to reminders (if applicable), and if they want to be notified via email every time a new message is received.

Access Message Center

  1. Click the envelope icon. The messaging summary pop-up window opens.
  2. Click See All Messages. The Message Center opens.

Configure Message Settings

  1. Click Settings. The Messages Settings pop-up window opens.
  2. Select which notification(s) to configure:
    • Patient Portal: By default, this option is selected to display Patient Portal in My Inbox. To disable this option, click to clear the selection.
    • Reminder Replies: By default, this option is selected for providers and clinical assistants to view patient's replies to reminders in the Location Inbox. To disable this option, click to clear the selection.
      • Option availability is based on assigned user roles.
      • By default, Office Staff users can view replies. To disable replies and all other front office messages, contact the practice's System Administrator to remove "Office Staff" from the user's permission.
    • Notifications: By default, this option is deselected. To receive email alerts for every new message, click to select this option.
  3. Click Save when finished.
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