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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 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 Demographics page.

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Edit Patient Demographics

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

  1. Click the Profile or Contacts tab to view the patient's information.
  2. Click Edit on the right on the right of the window. The editing functions open.  
  3. Enter changes to the information, as necessary.
  4. Click Save when finished.

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