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Kareo Help Center

Find, Open, or Print Document

Updated: 08/07/2020
Views: 1606

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.


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.


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