How to Edit(Add, Edit or Delete) a SOAP Note Macro Category

**NOTE: The Order of Categories CANNOT be Changed. They are added to the SOAP Note Macros Panel in the order Created

Lets Get Started!

Access any Completed Appointment

Then in the SOAP Note Macros Panel, Select the Green Icon:

Now Select Settings

The Button Categories Section will list all of the Categories available within your SOAP Note Macro's Template:

From here, you will Add, Edit or Delete a Category:

LET'S ADD!

Please Select the Add Button

Then place in the Name of the New Category & Appropriate Amount of Columns/Rows:

(In this example, I have chosen 3 Columns by 10 Rows. This allows for 30 Macro Buttons to be available)

Now, Find your newly Added Category in the list under Button Categories and Select OK:

Now, you will find your new Category to the Right of All Pre-Existing Categories:

LET'S EDIT 

Please Select the Category Title that should be Updated

Then select the Edit Button

Now, Make your Edit's.

You can Change the Category Title as well as the Amount of

Columns And/OR Rows

(In this example, I have Chosen 5 Columns by 5 Rows, this allows for 25 Macro Buttons to be available)

Then Select OK

Now, Lets Check the the Button Categories to make sure our Edited Title is showing

If Showing, Select OK

Now, you will see the Edited Title Changed and any

Changes to Columns/Rows

NOTE: Before you make changes, If you have buttons created on that category already and you want more, you will have to reposition them once the change is made.

Before

After increasing 1 column and 1 row

If you would like to decrease the buttons, the system will remove buttons and you cannot control which ones are removed

Before

After decreasing 1 column and 1 Row

SO PLEASE SAVE YOUR MACRO TEMPLATE BEFORE YOU DO THIS IN CASE YOU WANT TO CHANGE IT BACK!!!!

LET'S DELETE

Please Select the Category Title that should be Deleted

Then select the Delete Button

**NOTE: These must be deleted out one by one and once a column is deleted, all buttons under that category are GONE

Now, you will see the Category Deleted from this List.

When you have verified the Category has been deleted,

Please Select OK

ALL SET!!

-Support Information -

 If you have any questions or need assistance with this process please contact

Support by:

Live chat: Click the 'Support Portal' button in your main toolbar (on left-hand side) within your software, click the green 'Support' box in bottom right of screen.***This has the fastest response time

Phone: [phone]

Email: [e-mail]

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