How do I create a macro?

iPad Macros can be a great tool to help streamline your workflows and make Clinical Notes that much more efficient.  Macros can be used to auto-populate commonly used phrases or notes as well as pull patient information automatically into your Clinical Note.

1) To get started with Macros, go to Clinical > Macro buttons:  

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2. To create a new Keyboard Macro, enter a description in the label field and then begin typing desired patient information in the generated text box. You may use the preset radio buttons to enter pre-populated information from the patient's chart.  Click "Save keyboard macro" to save the macro for your account.

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3.  Now that you have saved your macro, you should see all of your custom macros listed on the left side of the Macros page.  You can re-organize your macros by clicking and dragging them in the order you'd like them to appear on your iPad:



4. While on the iPad: when writing a clinical note, any free text fields will allow you to select a custom macro on your iPad.  Selecting a macro will automatically pull in your text:

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5.  To delete a Macro: From the web go to Clinical > Macro Buttons select your Macro, and click "Delete this macro."


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