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Kareo Help Center

Enter Patient Contact Information

Updated: 11/02/2021
Views: 1467

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.

Access Demographics

  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 Facesheet page opens.
  3. Click Demographics. The Demographics page opens.
Platform_Demographics_Access.png

Enter Contact Information

  1. Click the Contacts tab. The Contacts page opens.
  2. Click Edit. The Contacts editor opens.
  3. Responsible Party: Click to select who is financially responsible for the patient.
    • Self: The name and information of the patient is auto-populated from the Profile page.
    • Other: Selecting "Other" indicates someone else is financially responsible for the patient. If selected, populate the following the for responsibility party:
      • Relationship to the Contact
      • Name
      • Address
      • Phone
      • Email
  4. Emergency Contact: Click to select an emergency contact for the patient.
    • Responsible Party: The emergency contact fields auto-populates with the information from the Responsible Party.
    • Other: If selected, populate the following the for emergency contact:
      • Relationship to the Contact
      • Name
      • Address
      • Phone
      • Email
  5. Click Save when finished.
Platform_Demographics_Contacts.png
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