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Kareo Help Center

Upload Document Through Patient Record

Updated: 08/13/2020
Views: 2739

Documents such as an image, PDF, or Word file can be added to a patient's record or uploaded to the Documents page. You can also import Summary of Care information received from other providers and view it in both the patient's record and on the practice's main Documents page.

  • If you are integrated with Kareo Billing, documents you upload through Kareo Clinical, Kareo Billing, or the mobile application are viewable in both systems. Uploaded documents are stored on the Documents page and in the patient's record in Kareo Clinical and under Documents in Kareo Billing.
  • Once a document is assigned to a patient, it cannot be changed to a different patient. If a document is assigned to a patient in error, delete the document and start again.
  • The size of a file cannot exceed 10MB.

Access Patient Documents

  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 Documents. The Documents page opens.

Upload Document

  1. Click +Upload in the upper-right corner of the Documents page. The File Upload window opens.
  2. Find and open the desired file to attach. The Upload Documents pop-up window opens.
  3. Enter the document information:
    • Name: The uploaded file name auto-populates as the document name. Enter a different name for the document, if desired.
    • Label: Select a document type from the drop-down.
    • Status: The status automatically defaults to New. Click the drop-down and select a different status, if desired. (In-ProcessProcessed, or Error)
    • Date: The current date auto-populates by default. Click the calendar icon and select the original date of the document, if different.
    • Patient (optional): The patient's name auto-populates.
    • Notes (optional): Enter any additional information related to the document.
  4. Click Upload when finished. The Upload Results pop-up window opens.
    • To upload another file, click Upload More.
    • To close the window, click X. The uploaded documents display in the patient's chart and on the practice's main Documents page. 


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