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Kareo Help Center

Create Text Shortcuts

Updated: 05/31/2022
Views: 6006

If you have phrases that you frequently use when charting patient notes or a treatment plan, the Text Shortcut feature enables you to turn any block of text into a shortcut for future use. Text shortcuts are specific to each user who creates them and they can be applied to any note section or to specific fields of a treatment plan. Text shortcuts can be created in the Text Shortcuts page under My Settings, in a treatment plan, or from within a note.

Access Text Shortcut

  1. Hover over the User icon and click on My Settings. The My Settings page opens.
  2. Click Text Shortcuts. The Text Shortcut page opens.

Create New Shortcut

  1. Click +New. The Define New Shortcut pop-up opens.
  2. Enter the shortcut Name.
  3. Enter the shortcut Text.
  4. Click Create. The text shortcut is added to the Text Shortcuts list.
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