Print Clinical Note

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 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. Click to select the patient from the auto-populated results. The patient's Facesheet page opens. Click Notes. The Notes page opens. Access an open note or a signed note.
Print Open Note Click Open. The Encounter Note page opens. Click the Actions drop-down arrow and select Print. The note opens in a new browser.
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. If applicable, sign the note to print the note without the preliminary watermark.
Print Signed Note Click View. The Encounter Note page opens. Click Print. The note opens in a new browser.
Click the printer icon to print the document using the web browser's functions.