Templates and macros - Operant Health Help Center

Templates set the structure of a note. Macros are saved passages, like your standard injection education or PT order, that you insert while editing.

Manage your library

Open Templates. The Report library has two tabs:

Templates: click New template, write it, then Save.
Macros: click New macro. Fill in its Category, Region and Triggers, then Save.

Use a macro in a note

While editing a note on the web, type / and pick the macro. On iPad, open the Macros tab beside the note.

Choose your templates

Each provider picks the templates for their own visits in Settings → My report templates.
Administrators set visit types and the practice’s templates in Settings → Visit types & report templates.