Both Providers and Clinic Admins have access to manage the Text Macro feature. You can create, edit, and assign the text macro keys under Chats, Notes, and Memo.
How to Manage Text Macro as a Provider
1. Click on Your Name or the Profile Menu.
2. Select My Account.
3. Click on Text Macro.
4. Click +Text Macro.
5. Enter the Shortcut text.
6. Under Used for, select if for Web chat, Visit note, or Memo.
Note: You can select multiple options from the dropdown.
7. Add the Description.
8. Click on Submit to save.
A. You can use the search bar and filter when searching for a Text Macro you created.
B. On the 3 dots or ellipsis, you can edit or delete the Text Macro.
Importing a .csv file
You also have the option to import a .csv file.
1. Click on Import from file .CSV.
2. A pop-up window will appear. Click on Select a CSV file to upload and select the file from your device.
3. Click on Import to save.
Note: A Provider is not able to edit Text Macros created by other Providers.
How to Manage Text Macro as a Clinic Admin
1. Go to the Clinic tab.
2. Select Text Macro.
3. Click on +New Macro.
4. Enter the Shortcut text.
5. Under Used for, select if for Web chat, Visit note, or Memo.
Note: You can select multiple options from the dropdown.
6. Add the Description.
7. Click on Submit to save.
A. You can use the search bar and filter when searching for a Text Macro you created.
B. On the 3 dots or ellipsis, you can edit or delete the Text Macro.
Note: You also have the option to import a .csv file.
Notes:
- A Provider is not able to edit Text Macros created by other Providers.
- Clinic Admins can manage Text Macro at the clinic-wide level and not per room level
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Need more assistance? Send us an email at help@vsee.com or check out the Help section under the Profile Menu of your VSee Clinic.