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Kareo Help Center

Edit a Custom Note Type

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.

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.

PF access note types.png

Edit a Custom Note Type

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

PF edit note type 1a.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 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. 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.

PF edit note type 2.png

 

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