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Kareo Help Center

Enter Patient Contact Information

On the Contacts tab, it is important to indicate the responsible party and emergency contact for the patient; if you select "Other," be sure to enter as much information as possible.

Navigate to Patient Chart / Contacts

  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.
  4. Click the Contacts tab. The Contacts page opens.
Patients_Demographics.png

Enter Patient Contact Information

  1. Click the Contacts tab. The Contacts page opens.
  2. Click Edit on the right side of the Contacts page.
  3. Select the Responsible Party:
    • Self: The name and information is auto-populated from the Profile page.
    • Other: Select the patient's Relationship to the Contact and enter the Name, Address, Phone, and Email of the responsible party.
  4. Select the Emergency Contact:
    • Responsible Party: The fields are auto-populated from the Responsible Party information on the left.
    • Other: Select the patient's Relationship to the Contact and enter the Name, Address, Phone, and Email of the emergency contact.
  5. Click Save.
Patients_Demographics_Contacts.png

 

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