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Kareo Help Center

Add New Patient

Patient records (charts) are used to schedule appointments and manage patient information, including demographics, contacts, and appointments.

Add a New Patient Record

First, search for the patient to prevent a chart duplication.

  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. If the patient does not appear in the auto-populated results, click the link to create a new patient record. The Create Patient page opens.


  1. Enter the required patient information: First Name, Last Name, DOB (date of birth), Sex, and Mobile Phone number.
  2. Click Show More to enter home or work phone numbers (optional).
  3. Click Edit next to Billing Profile to add insurance information (optional). The Billing Information window opens.


  1. Click to select if the Payment Method is Insurance or Self Pay.
    Note: If patient is Self Pay, skip to step 14.
  2. Begin entering the primary insurance plan name in the Insurance Plan field and select it from the auto-populated results.
    Note: If the insurance plan does not display in the list, do not select Click to create new.
  3. Enter the Policy Number as shown on the patient's insurance card.
  4. Click Check Eligibility, select the patient's provider from the drop down menu in the pop-up window, and click Run Eligibility Check. The pop-up window closes and the current status displays next to Eligibility.  
    1. Click the drop-down arrow and choose the appropriate provider from the list.
    2. Click Run Eligibility Check. The Billing Information window re-opens and eligibility status displays under the policy number.
  5. Enter optional notes in the Note field.
  6. Click Add Secondary Insurance to enter secondary plan and policy number, if applicable.
  7. Click Save. The Create Patient window re-opens and the billing information displays in the Billing Profile section.


  1. Enter the patient's Email and Address in the Additional Contact Information section (optional).
  2. Click Create Patient. The patient record is created and the patient's Demographics page opens.

Learn about adding or editing patient Demographics information here.