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Kareo Help Center

Navigate the Messages Window

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 (PM), 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 window

You can access messages by clicking the Envelope icon at the top right of every window except when working in a Note. Messages to patients cannot be initiated from within the messaging system, but you can receive and reply to messages originated by patients through the Patient Portal. 

  1. Messages Settings — enables the following message features:
    • Patient Portal: Check this option if you want messages from the Patient Portal to appear in your Inbox. 
    • Notifications: Check this option if you want to receive email alerts every time someone messages you.
  2. Click on a tab to see messages in your Inbox, and messages you've Flagged, Sent, and Archived
  3. Click to Flag the message as important. Flagged messages display on the Dashboard under Outstanding Items.
  4. Click the file box icon to Archive your message. Messages cannot be deleted — archiving them will take them out of your Inbox and save them under the Archived tab of the Messages window.
  5. Click on a message to read more and to reply.
  6. Click to open any documents included in the message.
  7. If a patient is referenced, click to open the patient's chart.
  8. Enter a reply to the message.
  9. Reference patients or add documents of any kind (not to exceed 10MB) in your reply​.
  10. Click the left and right arrows to navigate to additional pages of messages.

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