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Kareo Help Center

Edit Patient Recall Message

Updated: 09/14/2020
Views: 573

Patient Recall Messages can be easily edited, disabled, or deleted through the Patient Communications function. Any changes to Patient Recall Messages are made globally across the practice.

In order for a patient to receive patient communications:

  • Automated patient communication preferences must be set on the Profile tab of the patient's Demographics page.
  • An email address must be entered on the Profile tab of the patient's Demographics page.

Available for Kareo Engage subscribers.

 

Access Patient Recall Messages

  • Hover over the Platform icon and click on Patient Communications. The Patient Communications page opens.

Platform_Patient_Communications.png

Edit a Patient Recall Message

  1. Click the Patient Recall Message. The Patient Recall pop-up window opens.
  2. Click Manage Recall Messages. The Patient Recall  page opens.

Patient_Communications_Recall.png

  1. Click Edit. The Edit a Recall Message pop-up window opens.
  2. Enter changes to the message Title, Message, or delivery.
  3. Click Preview to see how the message will appear to patients.
  4. Click Save when finished. 
Patient_Communications_Recall_Edit.png

Disable or Delete a Patient Recall Message

  1. To disable a recall message, click the drop-down arrow on the right of the recall message and select Disable or Delete. A confirmation window opens.
  2. Click Disable or Delete in the confirmation window.
    • A disabled message displays with a gray Disabled status at the end of the list.
    • A deleted message is removed from the list.

Patient_Communications_Recall_Edit_Disable.png

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