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Kareo Help Center

Upload a Document

Documents such as an image, PDF, or Word file can be uploaded to the Documents page or added through a patient's record. You can also import Summary of Care information received from other providers and view it in both the patient's record and on the practice's main Documents page.

  • If you are integrated with Kareo Billing, documents you upload through Kareo Clinical, Kareo Billing, or the mobile application are viewable in both systems. Uploaded documents are stored on the Documents page and in the patient's record in Kareo Clinical and under Documents in Kareo Billing.
  • Once a document is assigned to a patient, it cannot be changed to a different patient. If a document is assigned to a patient in error, delete the document and start again.
  • The size of a file cannot exceed 10MB.

Access the Documents Page

Hover over the Platform icon and select Documents. The Documents page opens.


Upload a Document

  1. Click +Upload in the upper-right corner of the Documents page. Your computer's document library opens. Find and double click on the document file to attach it. The Upload Documents pop-up window opens.
  2. Enter the document information:
    • Name: The uploaded file name auto-populates as the document name. Enter a different name for the document, if desired.
    • Label: Select a document type from the drop-down.
    • Status: The status automatically defaults to New. Click the drop-down and select a different status, if desired. (In-Process or Processed)
    • Date: The current date auto-populates by default. Click the calendar icon and select the original date of the document, if different.
    • Patient (optional): To associate a patient with the document, begin typing the patient's name and select it from the auto-populated results. The document will display on the Documents page and in the patient's record.
    • Notes (optional): Enter any additional information related to the document.
  3. Click Upload when finished.