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Kareo Help Center

View a Patient's Encounter Notes

You can view all encounter notes for a patient through the Notes tab on a patient's chart. 

Navigate to Patient Chart / Notes

  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. 

View Patient Encounter Notes

  1. Indicates the type of note.
  2. Indicates the Chief Complaint in the note.
  3. By: The provider assigned to the note.
  4. DoS: Date of Service for the visit. If the note was updated, the date is displayed as "last update" in parenthesis.
  5. Open: Click to view and edit an unsigned note.
  6. View: Click to view a signed note. Signed notes cannot be edited.
  7. Sort by: Select to sort the list of notes by Date of Service or by the Last Update.
  8. Show for: Select to display a list of notes by all providers or by a specific provider.
  9. Display: Select to specify a list of notes that are Active, Marked as Error, or CCD Imports.