Updated: 05/18/2022
Views: 4087
The Message Center allows users within a practice to communicate with each other and with patients. Create timely and targeted messages with custom email templates and patient groups, schedule batch email messages to be delivered on a future date, or communicate freely by sending personalized, on-demand messages. This interactive system let's patients reply directly to any communication they receive and delivers responses right to your inbox.
Access Message Center
- Click the envelope icon. The messaging summary window opens.
Note: A red notification badge displays when new messages are received.
- Click See All Messages. The Message Center opens.
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Navigate Message Center
- Messages Settings — click to enable message notifications.
- New Message: Click to send a new message to staff member(s), email a patient or patient group, or text a patient.
- Search messages by patient name or keyword.
Note: The search does not include messages between staff members.
- Click on a tab to see messages in the Inbox.
- Staff: Interoffice messages and reports
- Patient Portal: Secure messages sent through the patient portal
- Patient Replies: Messages sent from the patient responding to emails, surveys, and text
- Other: New Appointment request, messages from Kareo Support, other reports, announcements, and task follow-ups
- Folders: Click on a tab to view messages that are Flagged, Queued to send, Sent, or Archived.
- Click on a tab to create, view, edit, or delete Message Templates or Patient Groups.
- Click on a message to read more and reply.
- Messages with multiple participants in the conversation are grouped into one thread with the newest message at the bottom of the message. When a new message in the thread is received, it displays as the message preview.
- Click the flag icon to flag the message as important. Flagged messages display on the Dashboard under Outstanding Items.
- Click the file box icon to archive messages.
Tip: Messages cannot be deleted, but archiving them removes them from the Inbox and saves them under the Archived tab.
- Click to open any documents included in the message.
- If a patient is referenced, click the patient's name to open their record.
- Enter a reply to the message.
- Add Reference: Attach documents (up to 10MB in size) or reference one or more patients in your reply.
- Click Send to reply to the message.
- Click the left and right arrows to navigate to additional pages of messages.
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