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Kareo Help Center

Navigate the Messages

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. This includes messaging between Kareo Clinical (EHR), Kareo Billing, Kareo Managed Billing, and mobile applications. The messaging system allows you to reference patients and add documents. You can also choose to be notified via email every time you are messaged.

Navigate the Messages

  1. Messages Settings — click to enable the following message features:
    • Patient Portal: Check this option if you want messages from the Patient Portal to appear in your Inbox. (Requires subscription to Kareo's Clinical module.)
    • Notifications: Check this option if you want to receive email alerts every time someone messages you.
  2. Click New Message to create a new message.
  3. Click on a tab to see messages in your Inbox, and those that are Flagged, Sent, and Archived.
  4. Click on a message to read more and reply.
  5. Click to Flag the message as important. Flagged messages display on the Dashboard under Outstanding Items.
  6. Click the file box icon to Archive your message. Messages cannot be deleted, but archiving them removes them from your Inbox and saves them under the Archived tab.
  7. Click to open any documents included in the message.
  8. If a patient is referenced, click the patient's name to open their record.
  9. Enter a reply to the message.
  10. Add Reference: Attach documents (up to 10MB in size) or reference one or more patients in your reply​.
  11. Click Send to reply to the message.
  12. Click the left and right arrows to navigate to additional pages of messages.



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