Copy Template

Kareo Clinical provides over 200 system templates to streamline physician documentation. Copy an existing template to customize the template and save it as your own. Save time by sharing a copy of the custom templates with other providers or clinical assistants within the practice.

Note: Templates cannot be deleted, however, they can be deactivated.

Access Template Hover over the User icon and click on My Settings. The My Settings page opens. Click Templates. The Templates page opens.
Copy Template Click the template name. The editor pop-up window opens. Click Save. The Confirm pop-up window opens. Click Yes. The editor for the custom copied template opens.
Enter the Title of the custom copied template. Tip: Enter the same name as the original template and add the user's initials (e.g., Back Pain - DH) to differentiate between the system template and the custom copied template. If applicable, enter the user's name as the Author. Make applicable changes to the Section/Care/Plan or Menus. Review the Template Editor Guide to assist in editing the template. Click Save when finished. The new custom copied template displays under the active template list. Tip: Deactivate the original template to avoid confusion when selecting a template in a clinical note.