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Kareo Help Center

Document Social History

Updated: 11/23/2021
Views: 999

Document the patient's social history that may be medically relevant under Social History.

Access Social 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 Facesheet page opens.
  3. Click History. The History page opens.
  4. Click Social History (SHx). The Social History page opens.

Add Social History

  1. Click to select the item(s) pertaining to the patient's social history.
  2. A comment icon appears next to selected conditions.
    • Click the comment icon to add comments. Click Ok when finished.
    • Click the blue comment icon to view or edit comments.
  3. To add custom items for Social History, click + Custom Item.
  4. To edit or delete custom items, click Edit Custom Items.
  5. Add Comments, if necessary.
  6. Click Save when finished.
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