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Kareo Help Center

Add a Problem in a Note

A problem can be added to a note based on various scenarios:

  • A problem the patient had in the past that has resolved (designated as Inactive)
  • A problem that was diagnosed some time ago for which the patient is still being treated (designated as Active)
  • A newly diagnosed problem (designated as Active).

Navigate to Patient Chart / Notes

  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.
  3. Click Notes in the left menu. The Notes  page opens.
  4. Open an existing note or create a new one.


Add a Problem to a Note

  1. Click Assessment to open the Assessment box.
  2. Click Include Problems. The Include Problems window opens displaying the patient's list of problems.
  3. Check the box next to one or more problems you want to add and click Include. You can also click + Problem to add a new one. The problem is now added to the note in the Assessment section.

    When adding a problem to a note, it is added to the Plan section to allow for writing a plan specific to each problem identified for the patient. Click on the newly added problem to add a specific plan for it.
  4. Click Save & Close when finished.