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Tebra Help Center

Create Patient Group

Updated: 12/22/2023|Views: 5270

The Patient Groups feature allows you send a bulk email message to all of your patients or to a specific group. Your account includes a list of preset Patient Groups and also provides the flexibility for you to create and edit custom groups to meet the needs of your patients and practice. Patient Group messages can be sent on-demand or, when using a Message Template, scheduled for future delivery on a day and time that you choose. All preset and custom Patient Groups are accessible to every user in your practice.

Note: Messages to Patient Groups are sent by email, which is non-secure and is not a HIPAA-compliant channel to share confidential patient information.

Access Message Center

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

Create Patient Group

  1. Click Patient Groups on the left menu. A list of current Patient Groups opens.
  2. Click New Patient Group. The New Patient Group  page opens.
  1. Enter the Group Name for reference. This name will only display in the Patient Groups list.
  2. To add a patient to the group, begin typing a patient's name and select it when displayed. Continue to add additional patients to the list, as necessary.
  3. Click Save when finished. A green confirmation message displays and the new group displays in the Patient Groups list.
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