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Kareo Help Center

Assign Note

Updated: 07/18/2022
Views: 2510

A note can be assigned to another user with the role of provider or clinical assistant to maximize the visit's workflow efficiency. Once a note is signed, it cannot be assigned to someone else.

For example, a clinical assistant can create a note and then assign it to a provider. The note then displays in the provider's Open Notes.

Access Notes

  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 Notes. The Notes page opens.
  4. Click Open. The Encounter Note page opens.

Assign Note

  1. Click the Assigned To drop-down arrow and select a provider or clinical assistant.
  2. Click Save & Close when finished. The assigned note now displays in selected user's Open Notes.
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