Add Document to Document Storage

Digital files such as Word, Excel or PDF can be uploaded and stored in the Documents section of Kareo PM. If you are a Kareo Suite user, documents you upload to Kareo PM are automatically viewable and accessible in Kareo EHR. Note that if you want a document to be attached to a specific record, open the record and attach it through the record's Documents tab. 

To add a document to document storage

1. Click Documents >Add Document from File. Click the File button.
2. Locate the file you want to upload into Kareo PM. Double-click on it to add.
3. Enter information:

• Document Label: Select from the drop-down menu.
• Name: Enter a name for the document.
• Status: Select from the drop-down menu.
• Notes: Enter any notes if desired.

4. Click Add.

Note: The maximum upload file size to Kareo PM is 50mb.