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Kareo Help Center

Navigate a Note

An encounter note is the clinical documentation for a specific patient visit and can include problems, medications, allergies, immunizations, history, assessment and treatment plan. Within Kareo Clinical, you can create various encounter notes to document all aspects of a patient's visit.

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. Click + Create Note at the top right. A new Note opens.
  1. Note Type: Click to select the type of encounter note (i.e. SOAP, H&P, Nurse Visit, etc.). You can change the note type at any time.
  2. Clear Note: Clears all information from a note so you can start over.
  3. Date and Time: Select a date and time of the visit. If a note is created from a patient appointment, the date will default to the appointment date. If a note is created from the patient chart, the date will default to the current day.
  4. Action: Click to select the option to print the note, patient education, or clinical summary.
  5. Assigned To: If desired, assign the note to another user. Assigned notes display in the Tasks feature under the Open Notes tab. Notes can only be assigned to users with the role of provider or clinical assistant.
  6. Note: Click on any section links to add/modify information within the note.
  7. Patient Information: Click Face Sheet to view summary data while working in the note. Click Immunizations to view or add immunizations. Click Flowsheets to view the patient's historical vitals and lab results.
  8. Patient Notes: The last five notes are displayed for easy access to the history of a patient's visits and treatment plan. Click on the date to view and copy the note if desired.
  9. Note Sections: Click on any section to view/add information within the note. To remove a section from the list, click the minus icon. To add one or more sections, hover over Add Optional and click the plus icon.
  10. Labs/Studies: A list of past labs. Click on a link to view details.
  11. Documents: A list of documents attached to patient's chart. Click to view from within a note.
  12. Sign: Click to finalize a note. Once signed, no further changes can be made to the note; any changes you need to make will be added as an addendum to the note. To request a supervising providing signature, click the arrow and select Sign and Request Co-Sign to  finalize the note.
  13. Superbill: Click to capture a comprehensive list of charges for the exam, procedures, supplies and other goods and services provided during the patient visit.
  14. CopyClick to use an existing note as a basis for a new note.
  15. Transfer of  Care: When there is a change of physician for the patient, select either "Receiving" for new patients from another practice, or check "Transferring" for patients moving to specialty care or leaving the practice.
  16. Care Coordination: Send a referral or continuity of care  by direct message or eFax.
  17. Care Checklist: Access and note any items on the Care Checklist.
  18. Save & Close: Click to close and save the note. The note is marked as "Incomplete" until it is signed. To Mark a Note as Error, click the arrow and select


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