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Kareo Help Center

Open a Document

A document can be downloaded and opened from the Documents page or from within the patient's record.

Access Documents

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

Note: Documents for a patient can also be accessed in the patient's record.

Platform_Documents.png

Open a Document

  1. Find the document by entering the patient's name, document name, document label, or notes and selecting from the auto-populated results.
  2. Click Download to download the file.
  3. Click View to open the document using your web browser's functions.

Platform_Documents_Open.png

 

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