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Kareo Help Center

Create a New Encounter Note

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

  1. Hover over the Kareo Clinical icon and select Agenda. The Agenda opens.
  2. Click on a scheduled patient's name to expand the Appointment Card.
  3. Click the Create Clinical Note the drop-down arrow to select the Note type you want to create. A new Note opens.
CreateClinicalNote1.png

From a Patient Chart

  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. At the top task bar, click the + Note drop-down arrow and select the Note type you want to create. The new Note opens.
CreateNoteFaceSheet1.png

From the Notes Tab

  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.
  4. Click the + Create Note drop-down arrow and select the Note type you want to create. The new Note opens.
CreateNoteTab1.png

 

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