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Kareo Help Center

Navigate Templates

Updated: 10/21/2021
Views: 18299

Kareo Clinical provides over 200 system templates to streamline physician documentation. Create a custom template to use when documenting a note or use the Template Editor to rename and customize an existing template to 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 Templates

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

  1. Active: By default, active templates displays. When necessary, click the tab to navigate back to active templates.
  2. Inactive: Click to view deactivated templates.
  3. Set Speciality Filter: Click to select a specialty and filter applicable templates to the Active list. Templates that may not be applicable for the specialty are deactivated and moved to the Inactive list.
  4. Create Template: Click to build a custom template. Review the Template Editor Guide to assist in building the template.
  5. Share: Select a custom template and click Share to send a copy of the template to other providers and clinical assistants in the practice.
  6. Deactivate: Select a template and click Deactivate to move the templates to the Inactive tab.
  7. Set as Default: Select a template and click Set as Default to make the template default. The default template will persist throughout a note.
  8. Template:
    • Template Name: Displays the name of the template. Click on the name to view or to edit the template. Click on the column header to sort in ascending or descending order.
    • Favorite: Hover over the template name and click the star icon to add the template to the favorites list.
    • Specialty: Displays the specialty of the template. Click on the column header to sort in ascending or descending order.
    • Last Update: The date the template was last updated. Click on the column header to sort the template by date.
    • Type: Indicates whether the template was created by a user of the practice or a default system note type. Click on the column header to sort in ascending or descending order.
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