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Kareo Help Center

Find, Open, or Print Document

Updated: 08/07/2020
Views: 1329

A document can be downloaded and opened from the Documents page or from within the patient's record.

Access Documents

  • Hover over the Platform icon and select Documents. The Documents page opens.

Note: Documents for a patient can also be accessed in the patient's record.

Platform_Documents.png

Open Document

  1. Find the document by entering the patient's name, document name, document label, or notes and selecting from the auto-populated results.
  2. Click Download to download and save the file.
    • To print the document, open the saved file and print using the computer's print function.
  3. Click View to open the document using the web browser's functions.

Platform_Documents_Open.png

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