Updated: 11/18/2022
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Patient Groups allow you to send bulk email messages to all of your patients or to a specific group of patients. Your Kareo 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. When using a message template, a patient group message can be sent on-demand or 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.
Important Note: Messages to Patient Groups are sent by non-secure email, which is not a HIPAA-compliant channel to share confidential patient information.
You always navigate to the Messages window, also known as the Message Center, to create, edit or delete a patient group.
Navigate to Patient Groups
- Click Tasks & Messages > View Messages in the top menu. The Messages window opens.
Note: The Messages window is also known as the Message Center.
Tip: For faster navigation, click Messages under the Navigation Shortcuts or press Shift+F12 on your keyboard.
- Click Patient Groups. The Patient Groups list opens.
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New Patient Group
- Navigate to Patient Groups then click New Patient Group. The New Patient Group window opens.
- Enter the Group Name for internal reference. This name will only display in the Patient Groups list.
- 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.
- Click Save. The new group displays in the Patient Groups list.
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Edit Patient Group
- Navigate to Patient Groups then click Edit on the right side of the group name. The Edit Patient Group window opens.
- Edit the Group Name, add patients, and/or remove patients as needed.
- Click Save when finished. The updated group displays in the Patient Groups list.
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Delete Patient Group
- Navigate to Patient Groups then click Edit on the right side of the group name. The Edit Patient Group window opens.
- Click Delete Group on the bottom right side of the window. The Delete Patient Group confirmation pop-up appears.
- Click Confirm to confirm the deletion. The group is deleted from the Patient Groups list.
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