Today's Notes Shortcuts: Creating & Managing Templated Consult Notes

Shortcuts in MediRecords are designed to make consultations faster and more efficient by allowing you to insert commonly used information into your notes with just a click. Instead of retyping headings, templates, or clinical forms each time, you can create Shortcut Templates that can be reused whenever you need them. This not only saves time but also helps ensure consistency and accuracy across your clinical notes.

From the Clinical tab in a patient record, you can quickly access your saved Shortcuts in Today’s Notes. Whether you need to add a standard examination template, link directly to a vitals form, or insert your own predefined text, Shortcuts make it easy to populate notes while keeping your workflow smooth. In this article, you will learn how to create, edit, delete, and use Shortcuts effectively during a consultation.

You can view some of the information contained in this article in video format in Top Tip: Create Structured Consult Notes in Seconds with Consultation Shortcuts.

Contents:

1. Adding a Shortcut

2. Editing a Shortcut

3. Deleting a Shortcut

4. Using a Shortcut in Today's Notes

Adding a Shortcut

1. Open a Patient Record

2. Go to the Clinical section > Today's Notes.

   

   
    

3. Click on Shortcuts and click on the Gear Icon next to the Search Bar.

   

   
    

4. To start creating new shortcuts, click on the + button at the top.

   

   
    

5. Enter any preferred name as the Shortcut's title.

   
    

6. The visibility of the Shortcut can be set to Private (available only to creator) or Practice (available to all users in the Practice).

   

   
    

7. To select a Clinical Template, first select the Category.

   

8. Then select the Clinical Template.

   

   
    

9. Once the template is selected, Click the  "Add" button will be enabled. 

   

    

10. Clicking on the "Add" button will add the template hyperlink to the text editor. 

    

11. To save the new shortcut, the user should click the Save button.

    

Editing a Shortcut

1. Open their record. 

2. Go to the Clinical tab > Today's Notes

3. Click Shortcuts 

4. Click on the settings icon to edit the shortcut.

   

    

5. Select the shortcut you wish to edit from the dropdown.

   

    

6. Click on the pen icon to enable the content to be edited.

   

    

7. Make necessary changes and Save to apply the changes.

   

    

Deleting a Shortcut

1. Open a Patient Record.

2. Go to the Clinical Tab > Today's Notes

3. Click on Shortcuts

4. Click on the Gear icon.
   

5. The Shortcut form will open.  

6. Click the dropdown icon in the Shortcut Title field to reveal all Shortcuts.
    
   
    

7. Click on the Template you wish to delete and then click on the negative/ minus sign. 

   

   
    

8. A confirmation box will then show asking if you wanted to delete the Shortcut created. Once you select "Yes", the template created for Shortcut will be removed on the Shortcut list. 

   

Using a Shortcut in Today's Notes

When you're ready to use your new Shortcut:

1. Open patient record

2. Go to the Clinical Tab > Today's Notes

3. Click the Shortcuts menu to reveal the list of Shortcuts

4. Click the Shortcut you wish to add to your Today's Notes

   

   
    

5. The content in the Shortcut form will be added to Today's Notes.

   

   
    

6. If the Shortcut contains a Clinical template, the hyperlink of the template will be added to Today's Notes. 

   

    

7. Click the hyperlink to open the template.

8. Fill in all the required details and Save.
   
   
    

9. Once you click Save button, the hyperlink will be replaced with the results recorded in the template.

   

    

10. You can now proceed to complete your Today's Notes.