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Kareo Help Center

Assign a Note

A note can be assigned to another user with the role of provider or clinical assistant to maximize the encounter's workflow efficiency. For example, a clinical assistant can create a note and then assign it to a provider. The note then displays on the provider's Tasks page under the Open Notes tab. 

Once a note is signed, it cannot be assigned to someone else. Notes can only be assigned to users with the role of provider or clinical assistant.  

Navigate to Patient Chart / Notes

  1. Enter the first 2–3 letters of the patient's name in the top navigation bar search box.
  2. Click to select the patient from the auto-populated results. The patient's chart / Face Sheet  opens.
  3. Click Notes in the left menu. The Notes page opens. 

Assign a Note

  1. Open a new or existing note.
  2. At the  Assigned To: field, click the drop-down arrow and select a provider or clinical assistant.
  3. Click Save & Close in the lower right of the window. The open note will display in the Open Notes tab of the Tasks page.



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