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Kareo Help Center

Navigate Templates

Updated: 12/12/2019
Views: 13701

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.


Navigate the Templates Page

  1. Click to view a list of all Active or Inactive templates.
  2. Click Set Specialty Filter 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.
  3. Click Create Template to build a custom template. Use the Template Editor Guide to assist in building the template.
  4. Click to select a custom template and click Share to send a copy of the template to other providers and clinical assistants in the practice.
  5. Click to select template(s) and click Deactivate to make the template(s) inactive. Deactivated templates display in the Inactive list.
  6. Click to select a template and click Set as Default to make the template default. The default template will persist throughout a note. To set a new default, click to select a template and click Set as Default
  7. Click the Template Name, Specialty, Last Update, or Type column header to sort the template list.
  8. The Type column indicates whether a template is built-in System, Custom, or a Shared custom template.
  9. Click a Template Name to view or edit details.
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