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Kareo Help Center

Copy a Custom Note Type

System Administrators and Providers can copy another user's custom note type and modify it for their own purpose. After entering a new name for the note, sections can be added, removed, renamed, or rearranged, as desired. Users who've been assigned the System Admin role can copy any note type created within the practice. Providers can copy another user's custom note type if it is published/shared.

Navigate to Note Types

  1. Hover over the User icon in the top right of the window, and select My Settings. The My Settings window opens.
  2. Click Note Types on the left menu. Active note types display.

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Copy a Custom Note Type

  1. Click the name of the custom note type you want to copy. The Note Type Details window opens.
  2. Click Copy in the upper right corner. The Create Note Type window opens.

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  1. Enter a new name for the note.
  2. To rename a section, click the edit icon. The Edit Section window opens. Enter the new section name and click Save.
  3. Click the trash icon to remove a section from the note.
  4. Click and drag the bar on the left of the section name to reorder the list.
  5. To add a new section, click +Add Section. The Add New Section window opens. Click the plus icon in each section you want to add to the note.
  6. Save the note when finished.
  • Click Save to save your changes and make the new note type available only to you and users with the System Admin role. 
  • Click the Save drop-down arrow and select Save and Publish to share the custom note type with all users in the practice. Once shared, the new custom note type displays as an active note type for all users. Note: Published notes cannot be unpublished, however, they can be deactivated.

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