Skip to main content


Kareo Help Center

Generate Clinical Summary

A Clinical Summary of the patient's visit can be generated before or after a note is signed and must be given to the patient. The Clinical Summary includes specific information from the note, such as the assessment and the plan. A provider can choose which items to include in the summary.

Open a Note

  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 record opens to the Face Sheet.
  3. Click Notes in the left menu. The Notes page opens.
  4. Click Open on the right of an existing note or click Create Note to open a new one.

EHR navigate to notes.png

Generate a Clinical Summary

  1. Click the Actions drop-down menu and select Clinical Summary. The Clinical Summary window opens

EHR generate clinical summary 1.png

  1. By default, all items are checked to be included in the Summary. Click to uncheck the item(s) you do not want to include.
  2. If the patient declines a copy of the summary, you must indicate this by marking "No."
  3. A copy of the summary can be saved to Documents in the Kareo EHR and saved to the Patient Portal where the patient can access it.
  4. Click to Preview/Print the Summary or Download it as an XML file.

EHR generate clinical summary 2.png

  • Was this article helpful?