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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.

From the Search Bar

  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 Face Sheet page opens.


From the Patients Function

  1. Hover over the Platform icon and click Patients. The Patients page 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 Face Sheet page opens.


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 Face Sheet page opens.


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