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 > Macros:

2. To create a new Keyboard Macro, enter a label and begin typing out your desired text.  You can also use the "More Preset" options to enter in pre-populated information from the patient's chart.  Click "Save keyboard macro" to save the macro for your account.

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 in the order you'd like them to appear on your iPad:

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

5.  To delete a Macro, go back to Clinical > Macros on the website, select your Macro, and click "Delete this macro."

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