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Kareo Help Center

Publish a Saved Custom Note Type

A custom note type that was created and saved without publishing can be published at a later time, making it accessible to all users in the practice. Users with the System Admin role can publish a note type, regardless of who created it. Providers can publish note types they created.

Note: Published notes cannot be unpublished, however, they can be deactivated.

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

Publish a Custom Note Type

  1. Click the name of the custom note type you want to publish. The Note Type Details window opens.
  2. Click Publish at the bottom of the window. A confirmation pop-up window opens.
  3. Click Confirm to publish the note type.
PF publish custom note type 1a.png
A green confirmation message appears at the top of the active Note Types window opens, and the group icon displays next to the note name.   PF publish custom note type 2.png
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