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Kareo Help Center

Sign a Note

Navigate to Patient Chart / NotesEdit section

  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.
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Sign an Encounter Note

  1. In the Notes list, click Open on the note you want to sign. The Note opens.
  2. Click Sign on the bottom Notes task bar to finalize the note and change it to a Signed status. Notes can only be signed by Providers. Once a note has been signed, no additional changes can be made.

 

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