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Kareo Help Center

Create Text Shortcuts

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

Create Text Shortcut from My Settings

  1. Hover over the User icon in the upper right corner and select My Settings. The My Settings  window opens.
  2. Click Text Shortcuts in the left menu. The Text Shortcuts page opens.
  3. Click +New. The Define New Shortcut window opens.
  4. Enter a shortcut name.
  5. Type the shortcut text.
  6. Click Create. The text shortcut is added to the Text Shortcuts list.