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Learn how to use several helpful shortcuts through the plus sign feature, available from any page of the EMR.
Shortcuts are available from any screen in the EMR. Hover over the purple plus sign in the bottom right corner and the list of shortcut buttons will appear above. Then select the shortcut button for the action you would like to complete.
Alleva Payments - If you have our add-on payment feature, you can process transactions, store card information and view transaction history through this shortcut. Click to learn more about Alleva Payments!
Shift Notes - You can add first, second, and third shift notes through this shortcut. Write a shift note for each client (optional) and an overall shift end note.
Communication Log - Send messages to your team through the communication log shortcut. Tag your team members or tag a group of users with the @ symbol to send your message to their home dashboard. You can tie the communication log to a client chart, or decide not to.
Group Therapy - Create group sessions through this shortcut. This should be used only for groups that aren't already scheduled on the calendar. After they are added, groups will flow to the calendar and be visible on the "My Tasks" list on the dashboard of the group leader on the day of the session.
Progress Notes - Create individual notes through this shortcut. Select "billable" if the note is for an individual session, and this will make that session flow to the calendar. If it is not for an individual session and is simply a progress update, don't select billable. Then write the note and complete all fields.
Shift Round - Complete rounds and add round notes through this shortcut. Write a note associated with each client and then select the time of the round and sign. The round note will flow to the notes screen of the clients.
Master UDS/BA - Add multiple urine drug screen, breathalyzer, or other tests through the Master UDS/BA shortcut. Select the clients that the test results are for, select the test type, and enter results through the "+Add Template" button. You can also upload results as files from your desktop.
Add Prospect - Add a new prospect through this shortcut. Once saved, this prospect will flow to the prospective client list. This is useful if you get a phone call and need to quickly add a prospect while you are speaking with the potential client.
