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Kareo Help Center

Create New Message

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 Desktop Application (PM), 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.

 

Create New Message

You can access messages from 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. Click the envelope icon in the upper right of the window.
  2. Click New Message.
  3. Enter one or more recipients in the To field.
  4. Add a patient name for reference, if desired. This will create a link to the patient's chart.
  5. If desired, click Document to browse and attach an image or document of any kind (not to exceed 10MB).
  6. Enter the subject of the message.
  7. Enter a message in the Body field.
  8. Click Send.
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