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Kareo Help Center

Access Messages

Updated: 01/06/2020
Views: 1215

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.

You can access messages from the top right of every window except when working in a Note.

For Kareo Engage subscribers, access the Message Center to create new messages.

Access Messages

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

  • Click the envelope icon. The messaging summary window opens.
Message_Access.png
  1. See all Messages: Click to view the Messages page.
  2. Mark All as Read: Click to mark all messages as Read. The background color on read messages changes from blue to gray.
  3. New Message: Click to create a new message.
  4. Click on a message to open, read, and reply to it.
  5. Hover over a message and click reply to respond.
Message_MessageWindow.png

 

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