How to use treatment note short codes

Save time writing treatment notes by using customizable short codes that expand into full text automatically.

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Instructions

When you're writing a treatment note, simply type the Short Code you created and it will automatically expand into the full text you entered. This is ideal for commonly used phrases or notes you want to standardize across sessions.

  1. On the Calendar, click an appointment
  2. Click Treatment Note, then Short Codes, in the bottom left
    short_codes_treatment_note.png
  3. To add a short code, click any add + button, on the right side
  4. Enter a Short Code, then the Extended Text
    type_short_code_treatment_note.png
  5. Click Save when done

Video Guide


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