August 28, 2020

Tip of the week: shortcuts

This week we focus on the recent activity and new records shortcuts. Sometimes convenience hides in plain sight.

Tip of the week: shortcuts

Welcome to the tip of the week. This week we focus on two handy shortcuts for navigating through the software and creating new records.  

Recent activity

Looking for a way to quickly get back to the page you were looking at a few minutes ago? The recent activity shortcut provides a list of the last 10 pages that you visited in the account.  Rather than clicking the browser's back button or retracing your steps, simply select the item from the list and you're there!

You can find this very useful shortcut at the top of the page - just click on the lightning bolt icon.

A recent history of pages visited in the software.

New records

Right next door to the recent activity shortcut lives the new records shortcut.  Rather than navigating to Billing to create an invoice or estimate, or to the patient's profile to create a medical note, this shortcut provides a way to create common records from anywhere in the software.  

A shortcut for creating common records from anywhere in the software

In conclusion...

Sometimes convenience hides in plain sight.  These two shortcuts offer an easy way to navigate and to create new records with a couple of clicks.

Cover photo by Jon Tyson on Unsplash.