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Kareo Help Center

Document Social 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 Social History (SHx) link. The Social History page opens.

Add Social History

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

  1. Click on a checkbox to select. Click again to clear the selection.
  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.