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Kareo Help Center

Document Past Medical History


Navigate to Patient Chart / History

  1. Enter the first 2–3 letters of the patient's name in the top search box.
  2. Click to select the patient from the auto-populated results. The patient's chart / Face Sheet  opens.
  3. Click History in the left menu. The History page displays.
  4. Click the Past Medical History (PMHx) link. The Past Medical History page opens.

Add Past Medical History

Click on all items pertaining to the patient's medical history and click Save when finished.

  1. Select blood type.
  2. Click on a checkbox to select. Click again to clear the selection.
  3. Once a box is marked, the comment icon appears; if desired, click to add comments or add condition to the Problems List.
  4. A dark comment icon indicates comments have been added for the condition; click to view comments.
  5. Click to add a custom item to the list.
  6. Click to edit a custom item on the list.
  7. Optional: Add any additional information.