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Kareo Help Center

Add or Edit Profile Office Forms

Your Kareo provider profile allows you to upload forms that patients can download, print, and complete prior to their visit. Uploaded patient forms are also available for download from within automated email appointment reminders.

Note: Supported file formats include .pdf, .doc, and .docx.

Open Provider Profile

  1. Hover over the Platform icon in the upper left of the window and select Provider Profiles from the drop-down menu. The Provider Profiles page opens.
  2. Click Manage on the right of the provider name. The provider's profile editor opens.


Add an Office Form

  1. Scroll down to the Office Forms section of the Provider Profile.
  2. Click to attach forms to appointment reminders.
  3. Click +Add Office Form. The section to add a form opens.
  4. Form Document: Drag and drop a file from your desktop into the box, or click browse and upload to select a file from a directory on your computer. The file name displays as the Form Document.
  5. Title (required): Enter a name for the form.
  6. Description (optional): Enter a brief explanation of the form.
  7. Click Save Changes. The form is added to the provider profile.


Edit or Delete an Office Form

  1. Hover over the Office Form you want to edit or delete and click Edit on the right when it appears. The office form details open.
  2. To change the form, click Remove Document. Then drag and drop a file from your desktop into the Form Document box or click browse and upload to select a file from a directory on your computer. Click Save Changes when finished.
  3. To edit the Title or Description, make desired changes to the information and click Save Changes. The editor closes and the updated information displays.
  4. To remove the form from your profile, click Delete. The form is deleted from the profile.
  5. To reorder the list of forms, click the bar on the left of the form name and drag it up or down into the new position in the list.


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