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Macros

Create dot-phrases and shortcuts that instantly expand into full sentences, orders, or entire sections.

Mastering Macros in Scribeberry

Turn single words into fully‑formed clinical text & save minutes on every note.


What Are Macros?

Macros - sometimes called dot‑phrases or snippets - are trigger words that instantly expand into larger blocks of text anywhere inside Scribeberry. Whether you’re writing a SOAP note, filling a CRA DTC form, or chatting with the AI, typing .pe-exam  (or saying “Insert PE Exam”) can drop a full physical‑exam template in seconds.

 

Why Use Macros?

  • Speed: Skip repetitive typing and finish charts faster.
  • Consistency: Ensure standard phrasing across visits and providers.
  • Flexibility: Works in notes, forms, AI chat, and even text boxes through Scribeberry
  • Voice Friendly: Trigger phrases can be spoken—perfect for hands‑free workflows.

Creating Your First Macro (Step‑by‑Step)

  1. Open the Macros Panel
      • Left sidebar → Macros.
  1. Click ➕ New Macro
  1. Define the Trigger
      • Keep it short but unique (e.g., pt‑edu, wound‑care).
      • Triggers are case‑insensitive.
  1. Add Expanded Content
    1. ## Patient Education
      - Discussed red‑flag symptoms
      - Provided return‑to‑clinic instructions
      - Answered all patient questions
      
  1. Save and you’re done!
Time investment: < 60 seconds.

Using Macros in Daily Workflow

Where
How to Trigger
Inside a Note
Type your trigger + Tab (e.g., pt‑edu ⇥).
Voice Dictation
Say: “Insert [trigger]”.
Forms & PDFs
Click into any free‑text field and trigger as above.
Chat Bar
Type the trigger in context or instruct: “Insert pt‑edu into Plan”.

Power Tips & Best Practices

  • Prefix for Clarity: Use a short prefix (dx‑, pe‑, plan‑) to avoid accidental triggers.
  • Nested Macros: A macro can contain another trigger to build layered content with one keystroke.
  • Talk-Back Bar: Use the Macros to save longer repeated commands - update or retire old phrases quickly.
  • Combine with Templates: Embed macro triggers directly into templates for ultra‑fast note generation.

Troubleshooting & FAQs

  • Nothing happens after hitting Tab.
    • Check that the trigger is unique and not inside a code block or numbered list.

  • Voice command not recognised.
    • Make sure Speaker ID is off during recording (voice macros rely on single‑speaker input).

  • Macro expands in the wrong place.
    • Cursor must be inside a plain‑text field

  • Need to update across all notes?
    • Edit the macro once; any future trigger will use the updated text.


Getting Started Checklist


Bottom Line

Macros are the lowest‑effort, highest‑impact way to accelerate Scribeberry. Spend a few minutes setting them up today and enjoy smoother, more consistent documentation forever after.

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