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Create and edit encounter macros.

Select a topic below or scroll through the page for all content.

Create a macro

Edit a macro

Remove a macro

What is an Encounter Macro?

Encounter macros can be thought of as "sub-templates" for your encounter forms. Macros allow your providers and staff to set up pre-filled text and selections in your encounters that are specific to certain patient visits or scenarios. For example, many providers use a single encounter form for patient visits, but fill it out differently depending on the chief complaint of the patient.

 Combine encounter macros with Short Keys for even more efficient patient visits! 

Create a Macro (from the Utilities menu)

Click Utilities icon in the upper right corner. — Click **Utilities** icon in the upper right corner.

In the User Tools Section, click Manage Macros. — In the User Tools Section, click **Manage Macros**.

Choose the appropriate encounter form from My Encounter Forms dropdown menu. — Choose the appropriate encounter form from **My Encounter Forms** dropdown menu.

Click Add Template. — Click **Add Template**.

Complete the encounter macro as desired. When done, name the macro and click Save & Preview. — Complete the encounter macro as desired. When done, name the macro and click **Save & Preview**.

Create a Macro (from the Patient Encounter)

First, search for a patient and launch the Patient Dashboard. When this patient screen displays, click Encounters or (E) on the left side navigation. — First, search for a patient and launch the **Patient Dashboard**. When this patient screen displays, click **Encounters** or **(E)** on the left side navigation.

Click the Add Encounter. — Click the **Add** **Encounter**.

Select the desired Encounter Form from the dropdown menu and click Go. — Select the desired **Encounter** **Form** from the dropdown menu and click Go.

Enter all information in the encounter that should be included in the macro. Macros will save all text, checkbox, and dropdown selections. Note: encounter macros will not save any plugin information, with the exception of CPT codes. — Enter all information in the encounter that should be included in the macro. Macros will save all text, checkbox, and dropdown selections. Note: encounter macros will **not** save any plugin information, with the exception of CPT codes.

Click Preview once the encounter macro has been completed.

Enter a macro name in the text box above the PDF preview, then click Save Macro. — Enter a macro name in the text box above the PDF preview, then click **Save Macro**.

Edit an Existing Macro

Click on the Title of the macro to edit. Make changes to the macro as desired. When done, click Save & Preview. — Click on the **Title** of the macro to edit. Make changes to the macro as desired. When done, click **Save & Preview.**

Remove Encounter Macros

Click the checkbox to the left of the macros to remove and click Remove Selected. — Click the checkbox to the left of the macros to remove and click **Remove** **Selected**.