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Kareo Help Center

Find, Edit, Delete Procedure Macro

arrow_orange.jpgTo find a procedure macro

  1. Click Settings > Procedure Macros.
  2. In the Look For search bar, enter all or part of a keyword of the procedure macro. You can choose to search by Name, Procedures, Active or Description.
  3. Click Find Now.
  4. Once you find the procedure macro, double-click to open it.

arrow_orange.jpgTo edit a procedure macro

  1. Click Settings > Procedure Macros.
  2. Once you find the procedure macro, double-click to open it.
  3. Make your changes. Note that any changes made to procedure macros affect all users that use the macro when entering encounters; so be careful that all users are in agreement with the changes prior to making them.
  4. Click Save.

arrow_orange.jpgTo delete a procedure macro

  1. Click Settings > Procedure Macros.
  2. Once you find the procedure macro, click once to highlight it.
  3. Click Delete.
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