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Kareo Help Center

Navigate Patient History

Updated: 10/14/2020
Views: 1406

A patient's history is easily recorded by selecting from a list of conditions, creating custom items, or adding comments.  A patient's history is accessed from the History tab of the patient's chart.

Access Patient History

  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 record opens to the Face Sheet.
  3. Click History. The History page opens.

Navigate Patient History

  1. Details: View recorded history details.
  2. Last Updated: Date history details was recorded or updated.
  3. Add History: Click Past Medical History, Past Surgical History, Family History, Social History, OB & Pregnancy HistoryHospitalizations / Procedure, Hospice, Long Term Care Facility, or Implantable Devices to add or update details.
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