Skip to main content

 

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.
 

Enter Patient Contact Information

  1. Click Edit on the right side of the Contacts page.
  2. 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.
  1. 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.
  1. Click Save.
 

 

  • Was this article helpful?