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Kareo Help Center

Add or Edit Patient Record / Demographics

The Demographics page stores the patient's profile and contacts information, as well as a list of upcoming and past appointments. On this page you can find the patient's address, social security number, marital status, and emergency contact. 

Open Patient Record

  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 record opens to the Face Sheet.
  3. Click Demographics in the left menu. The Demographics page opens.

Patients_Demographics_KMB.png

Edit Patient Demographics

Information in the Profile and Contacts tabs can be edited. The Appointments tab is view only.

  1. Click Edit on the right side of the Profile page.
  2. Enter patient identifying information.
  3. Select the patient's preferred method of  contact.
  4. Select one or more methods that the patient prefers to receive communications.
  5. Enter the patient's address and select if this address is a physical location or mailing address.
    • If more than one address, click to select "Primary" next to the address that is the patient's main location.
  6. Enter at least one phone number for the patient. If multiple numbers are entered, click the Primary radio dial next to the number that is the main contact.
  7. Enter one or more email addresses for the patient.
  8. Add any notes about disclosure.
  9. Click Save when finished.

Patients_Demographics_Profile.png

Edit Patient Contact Information

  1. Click the Contacts tab. The Contacts page opens.
  2. Click Edit on the right side of the Contacts page.
  3. Select the Responsible Party:
    • Self: The name and information is auto-populated from the Profile page.
    • Other: Select the patient's Relationship to the Contact and enter the Name, Address, Phone, and Email of the responsible party.
  4. Select the Emergency Contact:
    • Responsible Party: The fields are auto-populated from the Responsible Party information on the left.
    • Other: Select the patient's Relationship to the Contact and enter the Name, Address, Phone, and Email of the emergency contact.
  5. Click Save.
Patients_Demographics_Contacts_KMB.png