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Kareo Help Center

Navigate Patient Face Sheet

Updated: 10/23/2020
Views: 4509

The patient's chart opens to his or her Face Sheet  which displays a summary of active medications, recently recorded vitals, active problems and current history information. The page also provides access to all the areas necessary for charting your patient's visits, as well as lists of priorities, reminders and messages associated with the patient.

Access Patient Face Sheet

  1. Enter the first 2–3 letters of the patient's name or date of birth (mm/dd/yyyy) in the top navigation bar search box.
  2. Click to select the patient from the auto-populated results. The patient's Face Sheet page opens.

Navigate Face Sheet

  1. Chart Tabs: Click to access the patient's History, Problems, Medications, Immunizations, Allergies, Vitals, Notes, Labs/Studies, Flowsheets, Demographics, Account, Care Checklist, Documents, or Recall.
    Note: Tabs may vary based on the practice and provider's subscription.
  2. Patient Details: 
    • View the patient's photo and key demographic such as: medical record number, date of birth, sex, phone number, and insurance.
    •  Collect Payment: Click to process a payment (Billing subscribers only)
    • Balance Due: Balances greater than $0 displays (Billing subscribers only).
    • View Patient Alert: Click to view the patient alert.
    • Allergies: View documented allergies.
  3. Quick Actions:
    • Pt. Msg: Click to send secure messaging to patients with Patient Portal activated.
    • Print: Click to generate a PDF of the patient's chart, including up to 20 notes.
    • Pt. Ed.: Click to print or send patient education.
    • +Note: Click to create a note for the patient.
    • Scripts: Click to prescribe a medication.
    • Orders: Click to view the patient's labs/studies.
    • Exchange: Click to select the option to Export Immunization Data, Export Health Surveillance Data, Import Summary of Care, Export Referral, or Export Continuity of Care.
  4. Face Sheet: Summary of active medications, recently recorded vitals,  labs and studies, active problems and history information.
  5. Priorities: Any important tasks, messages, or reminders.
  6. Clinical Recommendations: Recommendations from the US Preventative Services Task Force (USPSTF) database for the effectiveness of a broad range of clinical preventative services including screening, counseling, and preventative medications.
    Note: The USPSTF Recommendation must be turned on to display on the patient's face sheet.