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Kareo Help Center

Document Family 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 Family History (FHx) link. The Family History page opens.

Add Family History

  1. Select the Family Member from the drop-down menu.
  2. Click on all items pertaining to the patient's family history and click Save when finished.
    1. Click on a checkbox to select. Click again to clear the selection.  Plus (+) indicates the presence of a finding and minus (-) indicates the absence of a finding.
    2. Once a box is marked, the comment icon appears; if desired, click to add comments.
    3. A dark comment icon Indicates comments have been added for the condition; click to view comments.
    4. Click to add a custom item to the list.
    5. Click to edit a custom item.
    6. Optional: Add any additional information.


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