PPS: Editor Macros

This article is for the Private Practice Suite.

Users can add, delete, and edit macros for Mobile Notes and Web Editor on the “Editor Macros” page in Valant.

To add, delete or edit macros:

  • Select Tools | Editor Macros

This page allows users to create new macros by clicking the New Editor Macro button. Macros can also be created from within Mobile Notes or Web Editor. To create a macro the “Name” field is required and in the “Text” field enter the text that will be what is inserted in a note when selected from the list. Once completed select Save to create the macro. Macros can be edited or deleted by selecting a macro from the list.

If a user is in the process of completing a Mobile Note and they create a macro in Valant, the user could refresh the page and the macro will immediately be available in the drop-down list.

Note: The list of macros is user specific and cannot be seen by others in the practice. If multiple users wanted to share the same macro they would need to each create the macro.

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