Skip to main content


Kareo Help Center

Navigate Note Types

Updated: 02/05/2021
Views: 13974

Kareo provides easy access to a variety of Note Types to help streamline your daily workflow. With special customization options, you can modify the list of note types to include only those that are relevant to your specialty, design custom note types tailored to meet your specific needs, and share note types with other users in the practice. Your list of Note Types then display when a new patient note is started.


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.

Navigate Note Types

  1. Click to view a list of all Active or Inactive notes.
  2. Click to select note(s) and click Deactivate to make the notes(s) inactive. Deactivated notes display in the Inactive list.
  3. Click Set Specialty Filter to select a specialty and filter applicable notes to the Active list. Notes that may not be applicable for the specialty are deactivated and moved to the Inactive list.
  4. The Default Note Type (most frequently used) displays at the top of the Active list, even when filtering options are used. To select a different Default Note Type, click the heart icon.
  5. The group icon displays in the Shared column when a custom Note Type has been published and is accessible to other users in the practice. Click Shared to re-order the list and view Shared Note Types first.
  6. Click the Name, Creator, or Updated column header to sort the note type list. By default, Note Types display in alphabetical order by Name.


  • Was this article helpful?