Tips & Tricks
 

Work Smarter, not harder – Use a Quick Note!

Benefit:

A Quick Note allows a user to capture the content within specific sections of a procedure note, including content within ribbons and placeholders, to easily apply to future service notes with the click of a button.

 

STEP 1
Document a procedure note with your most common entries.
STEP 2
Click the Quick Note button in the top tool bar, select “Create New Quick Note” and complete the popup.
STEP 3
In all future service notes, just click the Quick Notes button in the top tool bar and select that quick note.
 

RELATED ARTICLES

Let’s Work the Waitlist from Calendar View

Benefit: A simple right-click on an appointment slot in the Scheduler Calendar View gives…

Prescribing is easier with My Medications Favorites

Benefit: My Medication Favorites simplifies your prescribing workflow by using your favorite list of…

Access to Clinical and Billing Alerts in gPM™ is easy with Patient Summary

Benefit: The Patient Summary gives you a quick glimpse of important patient information such…