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Kareo Help Center

Print Clinical Note

Updated: 03/04/2022
Views: 3077

A note is the clinical documentation for a specific patient visit and can include problems, medications, allergies, immunizations, history, assessment, and treatment plan. Within Kareo Clinical, you can print the patient's visit before or after a note is signed.

The example clinical note used for this article is a standard SOAP note. Depending on the standard note type or custom note type selected to create the note, sections and templates of the note will vary.

Note: Printed notes use the practice name and address in the header and cannot be changed to a service location name or address.

Access Clinical Note

  1. Enter the first 2–3 letters of the patient's name or date of birth (mm/dd/yyyy) in the top navigation bar search box.
  2. Click to select the patient from the auto-populated results. The patient's Facesheet page opens.
  3. Click Notes. The Notes page opens.
  4. Access an open note or a signed note.
Clinical_Notes_Access.png

Print Open Note

  1. Click Open. The Encounter Note page opens.
  2. Click the Actions drop-down arrow and select Print. The note opens in a new browser.
Clinical_PrintNote_AccessOpen.png
  1. Click the printer icon to print the document using the web browser's functions. A preliminary watermark displays to indicate the note is still open.
Clinical_PrintNote_PrintOpen.png

Print Signed Note

  1. Click View. The Encounter Note page opens.
  2. Click Print. The note opens in a new browser.
Clinical_PrintNote_AccessSigned.png
  1. Click the printer icon to print the document using the web browser's functions.
Clinical_PrintNote_PrintSigned.png
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