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Kareo Help Center

Show All Documents for a Patient

You can view all documents associated with a patient that might have been attached directly to other records in the Kareo application, such as appointment or encounter records.

arrow_orange.jpgTo view all documents associated with a patient record

  1. Open the patient record and click the Documents tab.
  2. In the top left of the window, click the "Show documents attached to all records associated with this patient" box. A list of the documents that have been attached to one or more records will be displayed.
  3. To open a document, double-click on it.
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