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Kareo Help Center

Find Patient Record

There are multiple ways to search for a patient's record depending on where you are in the application.

Find a Patient Record

From Top Navigation Bar

  1. Enter the first 2–3 letters of the patient's name in the top navigation bar search box.
  2. Click to select the patient from the auto-populated results. The patient's chart/Face Sheet  opens.

PF find patient from main navigation bar.png

From the Patients Function

  1. Hover over the Platform icon and click Patients. The patient record database opens.
  2. Click to view the previous or next page of patient records.
  3. Click to view the first or last page of patient records.
  4. Locate and click on the patient record. The patient's record opens to the Face Sheet.

PF find patient from patients function.png

From Recently Viewed Charts

  1. Hover over the Clock icon. The last five patient records viewed display.
  2. Click a patient name. The patient's chart opens to the Face Sheet.

PF find patient from clock icon.png

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