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Kareo Help Center

Enter Patient Profile Information

The Profile tab on the patient Demographics page stores a patient's identifying information and contact data.

Navigate to Patient Chart / Profile

  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.

Enter Profile Information

  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.