--- title: How to Edit/Format Text Boxes in a Visit Note? description: How to Edit/Format Text Boxes in a visit note --- [Skip to content](https://knowledge.populateemr.com/how-to-edit#main-content) English Show submenu for translations [More support](https://knowledge.populateemr.com/kb-tickets/new?hsLang=en) [Customer portal](https://support.populateemr.com/tickets?hsLang=en) ![](https://knowledge.populateemr.com/hs-fs/hubfs/Full%20Logo%20-%20Black-1.png?width=250&height=67&name=Full%20Logo%20-%20Black-1.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://knowledge.populateemr.com/kb-tickets/new) - [Customer portal](https://support.populateemr.com/tickets) - [Contact us](mailto:support@populate.com) [Contact us](mailto:support@populate.com) How can we help you? - There are no suggestions because the search field is empty. 1. [Populate Help Desk](https://knowledge.populateemr.com/?hsLang=en) 2. [Visit Notes](https://knowledge.populateemr.com/visit-notes?hsLang=en) October 15, 2026 # How to Edit/Format Text Boxes in a Visit Note? ## Step-by-step instructions on utilizing text box formatting icons and shortcuts within patient Visit Notes. Navigate to the **Visit Note** in which you intend to make changes. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/76cfc9da-78f8-4bd9-9ca7-041f80b5e8ba/7f1a5684-01aa-4695-bead-85010928690a/images/1d7100f0-a39a-4daf-855a-3b4117946cd4.png) **Select** the text you wish to format within any text box. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/76cfc9da-78f8-4bd9-9ca7-041f80b5e8ba/7f1a5684-01aa-4695-bead-85010928690a/images/ca09bf66-f172-42d4-be4a-c73387758acc.png) **Click the formatting icons** on the top right toolbar of the text box to make the intended change: 1\. Make text **Bold** (B), **Italic** (I), or **Underline** (U). ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/76cfc9da-78f8-4bd9-9ca7-041f80b5e8ba/7f1a5684-01aa-4695-bead-85010928690a/images/b8013117-ad48-49b8-a0a1-be3f7b866791.png) 2\. Convert text into a **Bulleted List**, **Numbered List**, or **To-Do List** ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/76cfc9da-78f8-4bd9-9ca7-041f80b5e8ba/7f1a5684-01aa-4695-bead-85010928690a/images/82bdb40a-e6b4-477b-8437-be3cc1b70535.png) To clear formatting, click the **Remove Format** (Tx) **icon**. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/76cfc9da-78f8-4bd9-9ca7-041f80b5e8ba/7f1a5684-01aa-4695-bead-85010928690a/images/63776aac-933e-4f5e-9829-5b7997274622.png) Use the **Undo** and **Redo** icons to revert or reapply changes. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/76cfc9da-78f8-4bd9-9ca7-041f80b5e8ba/7f1a5684-01aa-4695-bead-85010928690a/images/b35f99df-fd7c-4f75-8aa5-1fc6381e86b7.png) Click **Save** to save these changes.  ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/76cfc9da-78f8-4bd9-9ca7-041f80b5e8ba/7f1a5684-01aa-4695-bead-85010928690a/images/559c09de-8bd0-4643-a4b0-a0899e534ea6.png) **Tip:** Hovering your cursor over any icon displays its function. Standard keyboard shortcuts can also be used for Bold, Italic, Underline, Undo, and Redo. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/76cfc9da-78f8-4bd9-9ca7-041f80b5e8ba/7f1a5684-01aa-4695-bead-85010928690a/images/e372b5de-d6e4-4a36-9fdb-620a2234c5c5.png) - [FAQ](https://knowledge.populateemr.com/faq?hsLang=en) - [Support](https://knowledge.populateemr.com/support?hsLang=en) - [Billing](https://knowledge.populateemr.com/billing?hsLang=en) - [Appointments](https://knowledge.populateemr.com/appointments?hsLang=en) - [Visit Notes](https://knowledge.populateemr.com/visit-notes?hsLang=en) - [Charts](https://knowledge.populateemr.com/charts?hsLang=en) - [Encounters](https://knowledge.populateemr.com/encounters?hsLang=en) - [Intake](https://knowledge.populateemr.com/intake?hsLang=en) - [To-Dos & Stickies](https://knowledge.populateemr.com/to-dos-stickies?hsLang=en) - [Fax & Reports](https://knowledge.populateemr.com/fax-reports?hsLang=en) - [Reports](https://knowledge.populateemr.com/reports?hsLang=en) - [Settings](https://knowledge.populateemr.com/settings?hsLang=en) - [Rachel—AI Agent](https://knowledge.populateemr.com/rachel-ai-agent?hsLang=en) - [Forms](https://knowledge.populateemr.com/forms?hsLang=en) - [Populate Continuous Care (PCC)](https://knowledge.populateemr.com/populate-continuous-care-pcc?hsLang=en) [![](https://knowledge.populateemr.com/hs-fs/hubfs/Full%20Logo%20-%20Black-1.png?width=250&height=67&name=Full%20Logo%20-%20Black-1.png)](https://knowledge.populateemr.com/?hsLang=en) 6790 Embarcadero Ln #100, Carlsbad, CA 92011 [mailto:support@populate.com](mailto:support@populate.com) Copyright © 2025, Populate EMR, Inc.