Templates are used to streamline physician documentation. Kareo Clinical provides over 200 library templates. The Template Editor allows you to modify an existing template, rename it, and then save it as your own. Templates you create can be selected when creating a note. You can also share custom templates with other providers or clinical assistants within the practice.
Note: Templates cannot currently be deleted, only inactivated (meaning they will not show up in the list when using templates).
Navigate the Templates Page
Editing and building templates requires a clear understanding of how the Template Editor works. Kareo offers a personalized online training session that will guide you through the template building process. It is highly recommended that you attend this training before attempting to work with the Template Editor. If you cannot attend the live training, you can view a pre-recorded training.
Clinical Template Editor Training
Duration: 1.5 hours
Prerequisite: You must complete Clinical Provider training
Description: During this one-on-one Template Editor Training, you will learn how to use the template editor. In the last half hour, the trainer will personally work with you in your account to build a template.
Template Editor Guide
The Template Editor Guide is designed to be used as a reference after attending the Clinical Template Editor Training.