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Kareo Help Center

Enable Note AutoSave

Updated: 12/23/2021
Views: 658

To increase productivity and avoid losing clinical note data, enable autosave. Kareo will then automatically save the note when a user opens the Care Checklist, sends a referral, creates a Superbill, moves from one section of the note to the next, or is logged out after 15 minutes of inactivity.

A new note can be created from three different locations in Kareo: the patient's appointment on the Dashboard, the patient's Facesheet, and the Notes tab. It is recommended to create the note from the patient appointment to auto-populate appointment details.

Create Clinical Note

  1. Hover over the Platform icon and click on Dashboard. The Dashboard opens.
  2. Click the In Office tab. All patients with an in-office status displays.
  3. Click on the patient's appointment to view the appointment card.
  4. Click Create Clinical Note. The default note type opens.
    Note: If a clinical note for this appointment is in progress, the saved note opens.
    • To select a different note type, click the drop-down arrow and select the note.

Enable AutoSave

Kareo Clinical logs the user out after 15 minutes of inactivity and does not save new notes in progress. To avoid losing the new note, enable autosave by saving the note first. Then, complete documentation and finalize the note.

  1. Click Save & Close. The Notes page opens.
  1. To start documenting the note, click Open. The note opens.
  1. Click on a section header to add notes using free-form text, Text Shortcut, or Template.
    Note: Depending on the standard note type or custom note type selected to create a note, sections and templates of the note will vary.
  2. Click X or Close when finished to autosave the section.
    Note: The section must be closed for the note to autosave.
  3. Continue to document the note and finalize as necessary.
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