Macro Buttons

The Macro feature helps users create reusable shortcuts and patient-related placeholders that can be inserted into templates, notes, and forms. Macros reduce manual typing and automatically fill patient information while using templates.

1. The Macro feature is available in two places.
2. Open from: Patients → Manage Macro Buttons, where we create Macros.
3. Macros are also available inside: Templates → Create / Edit Template, where we use Macros

Manage Macro Buttons

1. The Manage Macro Buttons page helps users:

• Create macros
• View saved macros
• Reuse macros in templates and notes

Create New Macro

1. Open Patients → Manage Macro Buttons
2. Click Create New Macro
3. In the macro creation area, select the following fields from the default options like:

• Patient’s Name
• Service Date
• Service Date & Time
• Patient Demographics
• Services
• Date & Time
• System Vital

4. The above listed options will be displayed in the “What it Fills in” section when selected. And also provide a Placeholder text in the “Insert Text” input to map the macros with the text.
5. After entering details, click Save Macro to save the Macro
6. System will:

• Save the macro
• Add it to Macro List
• Display the latest macro at the top of the left panel

7. The Macro List displays all saved macros.
8. Users can:

• View all macros
• Identify available macros quickly
• Reuse saved macros

Templates Module Integration

1. The Macros can be used in several areas across the platform which provides same functional workflow.
2. Open: Templates → Create New Template
3. Encounter page → Notes
4. Or Patient Dashboard → Form
5. The Macros button appears near Data Chips.
6. Open Template Editor, click Macros
7. The system displays saved macro list which the users can select and insert it into the template editor

Example Macro Usage

1. Inside template editor:

Name: {patient name}
DOB: {patient dob}
Gender: {patient sex}
Appointment: {patient appointment}

2. These work as dynamic placeholders.

Template Editing Behavior

1. While editing a template system shows placeholder values only.

Example:

{patient name}
{patient dob}
{patient sex}

2. Actual patient details are not shown. This protects patient information during template editing.

Download Behavior

1. When a template or form is downloaded system will:

• Replace all macros with patient data
• Generate final completed document

2. Example:

Before download: {patient dob}

After download: 05/12/1984