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Kareo Help Center

Navigate Messages

Updated: 01/06/2020
Views: 1438

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, 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.

For Kareo Engage subscribers, view Navigate the Message Center.

Access Messages

A red circle displays on the envelope icon when a new message is waiting in your inbox.

  1. Click the envelope icon. The messaging summary window opens.
  2. Click See All Messages. The Messages page opens.

Navigate Messages

  1. Messages Settings — click to enable the following message features:
    • Patient Portal: Click to select this option if you want messages from the Patient Portal to appear in your Inbox. Requires Kareo Clinical subscription.
    • Notifications: Click to select 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 the flag icon 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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