In ChiroHD, there isn’t a built-in option to duplicate individual SOAP note macros or entire macro tabs. However, you can manually copy and paste macros to achieve similar results. Follow the steps below to successfully copy and paste SOAP note macros.
Navigating to Your SOAP Note Macros
Open two browser tabs and log into ChiroHD in both tabs. Arrange them side by side for easier navigation.
Determine the location of your macros:
System Level Macros: Navigate to System Dashboard → System Settings → SOAP Macros.
Location-Specific Macros: Navigate to Live Location → Settings → Initial Setup → SOAP Macros.
System vs. Managed Macros
If you see a notification stating you’re using a “managed macro set,” it means you cannot edit these macros directly. To make changes:
Click “Click here to copy macros into your system to edit.” This action will copy the macros to your system, allowing you to edit them.
Note: Once disconnected from the managed macro set, you will no longer receive updates to those macros.
Alternatively, selecting “Click here to switch to custom macros” will provide a blank set for creating macros from scratch.
Copying a Regular Macro
Follow these steps to copy and paste a regular macro:
Access the Macro: Locate the macro you want to copy.
Switch to Code View:
Click Switch to Code View to access the functional code.
Do not copy directly from the text box in macro view, as it will strip the functionality.
Copy the Code:
Highlight all the code in the text box (use Command + A or drag to select and highlight).
Copy the code.
Paste the Code:
Switch to your second browser tab.
Open the destination macro and paste the code into the text box.
Toggle Views:
Click Switch to Macro View twice to properly format the macro.
Adjust Settings:
Update the macro name, color, behavior, line options, and output options as needed.
Save: Once all changes are made, click Save to finalize the macro.
Copying a List Macro
If the macro type is listed as List, you will need to copy and paste each list option individually. Here’s how:
Copy Each List Item:
For each list option, switch to code view and copy the code.
Paste Each List Item:
In the destination macro, set the type to List.
Add a new tab by clicking the plus sign for each list option and paste the copied code into the corresponding tab.
Repeat and Save:
Repeat the process for all list options and click Save to finalize the macro.
Copying an Entire Macro Tab
To duplicate all macros on a tab:
Create a New Tab: In the SOAP note macro screen, add a new tab.
Copy Each Macro:
Follow the steps for copying a regular or list macro for each macro on the original tab.
Paste Macros into the New Tab: Paste each macro into the new tab one by one.
Key Considerations
Code View is Essential: Always copy from code view to retain the advanced functionality of macros.
Macro Type Matters: Check whether the macro is a regular macro or a list macro, as the process differs slightly.
Tabs Require Manual Copying: Entire tabs cannot be duplicated at once; you must copy each macro individually.
By following these steps, you can efficiently copy and paste SOAP note macros in ChiroHD to customize your workflows as needed.