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About Document Management

Faxed, scanned or digital (Word, Excel, PDF) documents can be stored or attached to various records within Kareo PM. A document record includes the actual file and any descriptive information that you may add about the document. If you are a Kareo Suite user, documents you upload through Kareo PM, Kareo EHR, or through your mobile device, are automatically viewable and accessible in both systems.

There are two places to store documents in Kareo PM:

  • Documents storage area of the application. Faxed or scanned documents end up here and can then be attached to certain records that allow document attachment.
  • Specific records that allow document attachment: patient, encounter, payment, provider or appointment.

Refer to the Data Storage section of the Pricing Policy page for document storage allowance and fees. Scanned documents can take up a large amount of storage space, see Document Storage Policy & Best Practices for more information.

For more information on managing documents, see the following sections:

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