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Kareo Help Center

Edit Attorney Record

arrow_orange.jpgTo edit an existing attorney record

  1. Click Help on the top menu and select Discontinued Screens > Settings > Other Lists > Find Attorneys. The Find Attorney window opens.
  2. In the Look For search bar, enter all or part of a keyword of the Attorney name. You can choose to search by Name, Address, Phone, or All Fields.
  3. Click Find Now.
  4. Once you find the Attorney, double-click to open it.
  5. Enter your changes to the Attorney record and click Save when finished.
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