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Kareo Help Center

Document Social History

Updated: 10/22/2020
Views: 616

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 record opens to the Face Sheet.
  3. Click History. The History page opens.
  4. Click Social History (SHx). The Social History page opens.
Platform_Patients_History_SHX.png

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. Click + Custom Item to add custom items for Social History.
  4. Click Edit Custom Item to edit or delete custom items.
  5. Add Comments, if necessary.
  6. Click Save when finished.
Platform_Patients_History_SHX_Add.png
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