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Kareo Help Center

Create a Custom Note Type

Custom clinical note types give providers the flexibility to document what and how they want to meet their specific needs. Once a custom note type is created, it can be shared with others in the practice. Custom note types can only be created by users with the System Admin or Provider role.

Note: Non-clinical note types (such as Memo to Record and Amendment) cannot be customized.

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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Create a Custom Note Type 

  1. Click the name of the default note type you want to customize. 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    Note: Published notes cannot be unpublished, however, they can be deactivated.

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  1. Click the heart icon to make a note type the default (most frequently used). The selected default note type displays at the top of the Active list the next time Note Types are accessed.

PF create custom note type convergence 3.png

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