Edit Procedure Macro

Follow these steps to modify an existing procedure macro:

1. On the Settings menu, click Procedures Macros. This opens the Find Procedure Macro task (or browser), which displays the list of procedure macros associated with the practice.

2. If necessary, use the search bar at the top of the browser to locate the procedure macro. (For help in locating a procedure macro, refer to the relevant steps in Find Procedure Macro.)

3. Once you find the procedure macro, double-click on the macro to open it for editing; or click once on the macro and then click the Open button.

4. Make changes to the record, as necessary.

Note: Any changes made to procedure macros affect all users that use the macro when entering encounters; so be careful that all users are in agreement with the changes to the procedure macro prior to making the changes.

5. Once edits have been made to the macro, click the Save button to save the changes; or to exit the task without saving the changes, press the Esc key on your keyboard. This returns you to the Find Procedure Macro browser.

6. To close the browser, press the Esc key again.