This week we focus on how to use snippets to quickly add content to medical notes and letters. Snippets are reusable pieces of content. A custom shortcut and a hashtag are all you need to save a ton of time.
Welcome to the tip of the week. This week we focus on two handy shortcuts for navigating through the software and creating new records.
Looking for a way to quickly get back to the page you were looking at a few minutes ago? The recent activity shortcut provides a list of the last 10 pages that you visited in the account. Rather than clicking the browser's back button or retracing your steps, simply select the item from the list and you're there!
You can find this very useful shortcut at the top of the page - just click on the lightning bolt icon.
Right next door to the recent activity shortcut lives the new records shortcut. Rather than navigating to Billing to create an invoice or estimate, or to the patient's profile to create a medical note, this shortcut provides a way to create common records from anywhere in the software.
Sometimes convenience hides in plain sight. These two shortcuts offer an easy way to navigate and to create new records with a couple of clicks.