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Kareo Help Center

Customize List of Note Types

Kareo settings enable you to easily create a customized list of Note Types relevant to your practice. Choose to inactivate one or more Note Types to remove them from the available list, or use the Specialty Filter to automatically deactivate any Note Type that does not apply to your specialty. 

 

Navigate to Note Types

  1. Hover over the User icon in the upper right corner and select My Settings. The My Settings window opens.
  2. Click Note Types. The Note Types page opens.

Settings_Note_Types.png

Customize Note Types for Your Specialty

The Specialty Filter enables you to quickly default to a set of Note Types appropriate for your specialty.

  1. Click Set Specialty Filter. The Set Your Specialty Filter pop-up window opens.
  2. Click More Actions and select the specialty that is most applicable to your practice from the drop-down menu.
  3. Click Apply Filter. Note Types that do not apply to your specialty are automatically moved to the Inactive list.
    1. Log out of Kareo and log back in for changes to apply.

Settings_Note_Types_Speciality.png

Deactivate Note Types 

Note Types can be individually deactivated as needed by your practice. Deactivated notes are moved to the Inactive tab.

  1. Click the Active tab.
  2. Check the box next to one or more Note Types that you want to deactivate.
  3. Click Deactivate at the top of the window. A green confirmation message appears at the top of the window and the selected Note Types display in the Inactive list.

Settings_Note_Types_Deactivate.png

Reactivate a Note Type

​Deactivated Note Types are not deleted but remain in the Inactive list until reactivated.

  1. Click the Inactive tab to view the list of deactivated Note Types.
  2. Check the box next to any Note Type you want to activate, or check the box at the top of the list to select all Note Types on the page.
  3. Click Activate at the top of the window. A green confirmation message appears at the top of the window and the selected Note Types display in the Active list.


Settings_Note_Types_Reactivate.png