A new encounter note can be created from three different locations in Kareo EHR: from the Agenda, from the patient's chart, and from the Notes tab.
Create a New Note From the Agenda Appointment Workflow - Hover over the Kareo Clinical icon and select Agenda. The Agenda opens.
- Click on a scheduled patient's name to expand the Appointment Card.
- Click the Create Clinical Note the drop-down arrow to select the Note type you want to create. A new Note opens.
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| From a Patient Chart - Enter the first 2–3 letters of the patient's name in the top navigation bar search box.
- Click to select the patient from the auto-populated results. The patient's chart Face Sheet opens.
- At the top task bar, click the + Note drop-down arrow and select the Note type you want to create. The new Note opens.
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| From the Notes Tab - Enter the first 2–3 letters of the patient's name in the top navigation bar search box.
- Click to select the patient from the auto-populated results. The patient's chart Face Sheet opens.
- Click Notes in the left menu. The Notes page opens.
- Click the + Create Note drop-down arrow and select the Note type you want to create. The new Note opens.
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