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Kareo Help Center

Add Notes to a Patient Record

The Notes section on the General tab of a patient record enables you to include any special information for a patient and tracks who entered the note and when it was added. Each note is captured as a separate entry.

To enter a note, type in the space under the Notes section and click Save. If you have been granted permission by your Kareo PM application administrator, you will have the option to hide and restore a note.

  • To hide a note: Click Hide Note and then click Save to capture the change. Hidden notes will not appear on the Patient Detail Report.
  • To view hidden notes, click Show Hidden Notes.
  • To restore a hidden note: Click Show Hidden Notes, then Restore Note, then Save.

Patient Notes.jpg

 

Patient Notes - Hide Note.jpg

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