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Kareo Help Center

Edit a Custom Note Type

Updated: 12/12/2019
Views: 1428

Once a custom note type is created, it can be edited to meet the changing needs of the practice. Users with the System Admin role can edit a note type, regardless of who created it. Providers can edit note types they created.

Access Note Types

  1. Hover over the User icon and click on My Settings. The My Settings page opens.
  2. Click Note Types. The Note Types page opens.

Settings_Note_Types.png

Edit a Custom Note Type

  1. Click the name of the custom note type to edit. The Note Type Details window opens.
  2. Click Edit in the upper right corner. The Create Note Type window opens.

Settings_Note_Types_CreateCustomEdit.png

Enter desired changes to the note type: 

  1. Enter a New Name for the note.
  2. To rename a section, click the edit icon. The Edit Section editor opens. Enter the new Section Name and click Save.
  3. To remove a section from the note, click the trash icon.
  4. To reorder the list, click and drag the bar icon.
  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. Click Save when finished.

Updates made to a note that was previously saved but not published will be accessible to the note owner only. A previously published custom note type is re-published with the latest changes.

Settings_Note_Types_CreateCustomEdit.png

 

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