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Kareo Help Center

Edit Patient Recall Message

Updated: 10/25/2021
Views: 994

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 Communications

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

Access 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.
Platform_Recall_Manage.png

Edit Patient Recall Message

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

Disable Patient Recall Message

  1. Click the drop-down arrow and select Disable. The Disable Recall Message pop-up window opens.
  2. Click Disable to confirm. The recall message now displays a Disabled status.
Platform_Recall_Disable.png

Delete Patient Recall Message

  1. Click the drop-down arrow and select Delete. The Delete Recall Message pop-up window opens.
  2. Click Delete to confirm. The message is removed from the list.
Platform_Recall_Delete.png
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