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Kareo Help Center

Duplicate or Edit Flowsheet

Updated: 12/17/2019
Views: 62

Duplicate a flowsheet to create a copy of the existing flowsheet layout. The copied Standard or Custom Flowsheet can be renamed and items can be added, removed, or reordered.

Edit a Custom Flowsheet to add, remove, or reorder items. The saved edits will be updated for all Clinical Assistant and Providers in the practice. 

Access Flowsheets Settings

  1. Hover over the User icon and click on Practice Settings. The Practice Settings page opens.
  2. Click Clinical on the left menu. Additional setting options expands.
  3. Click Flowsheets. The Flowsheets page opens.
PracticeSettings_Clinical_Flowsheet.png

Duplicate Flowsheet

Follow the steps below to duplicate a standard or custom flowsheet.

  1. Click the more option icon of the flowsheet to be duplicated. Then, click Duplicate. The Create Flowsheet pop-up window opens.
  2. Make desired changes to the flowsheet.
    • Update the Name.
    • To add items, select an item on the right and click the left arrow.
    • To remove items, select an item on the left and click the right arrow.
    • To reorder items, select the item on the left and click the up or down arrow.
  3. Click Save when finished. The flowsheet is saved under Custom Flowsheets.

The newly built flowsheet can be viewed in the patient's chart or from a note.

Clinical_Flowsheet_Duplicate.png

Edit Flowsheet

Follow the steps to edit a custom flowsheet.

  1. Click the more option icon of the flowsheet. Then, click Edit. The Edit Flowsheet pop-up window opens.
  2. Make desired changes to the flowsheet.
    • Update the Name.
    • To add items, select an item on the right and click the left arrow.
    • To remove items, select an item on the left and click the right arrow.
    • To reorder items, select the item on the left and click the up or down arrow.
  3. Click Save when finished. The flowsheet is saved under Custom Flowsheets.

The edited flowsheet can be viewed in the patient's chart or from a note.

Clinical_Flowsheet_Edit.png

 

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