Add Document to a Record

Several records in the Kareo PM application, such as provider, patient, appointment or encounter records, allow you to attach digital files (Word, Excel, PDF) and scanned or faxed documents. Digital files are attached through the individual record. Scanned or faxed documents are attached to a record through the Documents function. If you are a Kareo Suite user, documents you upload through Kareo PM to a patient record are automatically attached to the patient's record in Kareo EHR.

To attach a digital file to a record

1. Open a record that supports document attachments, such as a patient, provider, payment, appointment or encounter record.
2. Click the Documents tab.
3. Click Attach on the right of the window. This opens the Upload Document window.
4. Click the File button.
5. Locate the file you want to attach. Double-click on it to add.
6. Enter information:

• Document Label: Select from the drop-down menu.
• Name: Enter a name for the document.
• Status: Select from the drop-down menu.
• Notes: Enter any notes if desired.

7. Click Add.

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To attach a scanned or faxed document to a record

1. Click Documents > Find Documents.
2. Once you find the scanned or faxed document, double-click on it to open. This opens the Edit Document window.
3. Click Process at the bottom of the window. This opens the Process Document window.
4. At the "Show unprocessed pages only" box, check if you want to see only unprocessed pages (not previously attached pages).Note: Once a page has been processed, it will be dropped off the paged list and be hidden from view. Simply clear the checkbox to see all pages in a document.
5. Under the Pages column, select one or more pages you want to attach. See also section Document Viewer.
6. Enter information:

• Action: Select an action from the drop-down menu.
• Label: Select the document label from the drop-down menu.
• Name: Enter a name for the document.
• Record type: Select the record type from the drop-down menu. Also select the specific record to which you want to attach the document.
• Page Status: Select the page status from the drop-down menu.
• Notes: Enter any notes, if desired.

7. Click OK.