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Kareo Help Center

Create Text Shortcuts

Updated: 05/31/2022
Views: 5005

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.
Platform_TextShortcuts_Access.png

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.
Clinical_TextShortcuts_Create.png
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