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Kareo Help Center

Create or Use Text Shortcut Within Note

Updated: 02/10/2021
Views: 2226

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.

Access Note

  1. Enter the first 2–3 letters of the patient's name or date of birth (mm/dd/yyyy) in the top navigation bar search box.
  2. Click to select the patient from the auto-populated results. The patient's record opens to the Face Sheet.
  3. Click Notes. The Notes page opens.
  4. Click + Create Note or click Open next to an existing note. The Encounter Note page opens.
    Note: If the pCreate a clinical note from the patient appointment of
Platform_Patients_Notes.png

Create Text Shortcut

  1. Click on the section header and enter necessary text. Then, select the text to highlight. The Make shortcut button displays.
  2. Click Make shortcut. The Create Text Shortcut pop-up window opens.
  3. Enter the Text Shortcut Name.
  4. Click Create Text Shortcut when finished. The text shortcut is added to the Text Shortcuts list and is now available for use.
Clinical_Note_TextShorcutCreate.png

Use Text Shortcut

  1. Click on the section header.
  2. Click Text Shortcut. The search window opens.
    Tip_Icon.png Tip: For faster navigation, press [ on your keyboard to open the search window.
  3. Search for and select the text shortcut. The shortcut populates in the section.
Clinical_Note_TextShorcutUse.png