Shortcut Code/Macro

A shortcut code (or macro) can be very helpful when inserting strings of unstructured text that a user types on a regular basis. By creating a shortcut code, the user can quickly insert this text without having to type the entire string of text.

Open SMARText Items

Open SMARText Items

Go to Docutainers > SMARText Items.

Add an Item

Add an Item

Click on the Create button.

Choose Item Type

Choose Item Type
  1. Choose Unstructured Text.
  2. Click Create.

Create the Item

Create the Item
  1. Type in a Shortcut (this will be what the user wants to type in for the text to expand)
  2. Type in a Description (how the user will identify his/her code).
  3. Type in Keywords - single words separated by comma's and a space (these are used to search for the item)
  4. Click in the large white text box until the user sees green brackets.
  5. Type the text that the user wants to display within the green brackets.
  6. Click Save.

Inserting the Shortcut Code

Inserting the Shortcut Code

Now, the user can type his/her shortcut code into a SOAP Note or Summary and hit the space bar, the code will expand to display the user's text. This is often quite useful for creating a signature to enter at the bottom of documentation; denoting who created the documentation and for paragraphs of patient teaching.