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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 in the top navigation search box.
  2. Click to select the patient from the auto-populated results. The patient's chart / Face Sheet opens.
  3. Click Demographics on the left menu. The patient's Demographics page opens to the Profile tab.

Enter Profile Information

  1. Click Edit on the right side of the Profile page.
  2. Enter patient identifying information:
  • Name prefix
  • First Name, Last Name
  • Date of Birth
  • Marital Status
  • Gender
  • Languages spoken
  • MRN (Medical Record Number)
  • Maiden Name
  • Nickname or preferred name (AKA)
  • Social Security Number
  • Driver's License
  • Ethnicity and Race
  1. Select the patient's preferred method of  contact.
  2. Select one or more methods that the patient prefers to receive communications.
  3. Enter the patient's address and select if this address is a physical location or mailing address.
  4. If more than one address, check "Primary" next the the address that is the patient's main location.
  5. 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.
  6. Enter one or more email addresses for the patient.
  7. Add any notes about disclosure.
  8. Click Save when finished.