ChiroHD

An office cannot use Location-level and System-level macros simultaneously in ChiroHD. Users must choose one or the other.

To create a unified hub, you can move any Location-level macros to the System level. Follow the steps below to copy over macros built within the location itself. ​

Steps to Copy Location-Level Macros to System-Level

1. Tab 1: Navigate to Location Macros: Settings -&gt; Initial Setup -&gt; SOAP Macros
2. Tab 2: Navigate to System-Level Macros: System Settings -&gt; SOAP Macros ​

Create a New Macro at the System Level:

1. In the System-Level tab, either click on a new tab or the macro button to create a new macro. ​

Copy Macro Details from Location-Level:

1. Switch to the Location-Level tab and select the first macro you want to copy.
2. Copy the following details one field at a time:
 1. Type
 2. Label
 3. Color
 4. Behavior
 5. Line Options
 6. Output Options ​

Paste Macro Details to System-Level:

1. Switch back to the System-Level tab and paste the copied details into the corresponding fields. ​

Switch to Code View for REGULAR Macros:

1. If the macro type is REGULAR:
 1. Click the "Switch to Code View" button.
 2. Select all content within the macro box, then copy it.
 3. Navigate back to the System-Level tab, switch to Code View, and paste the copied code.
 4. Switch back to Macro View to see the macro in its usable form before saving. ​
 
 ​

1. For macros in LIST format:
 1. Follow the same steps to copy and paste Type, Label, Color, etc.
 2. Additionally, click into each list item and label to copy and paste the code for each. ​ ​
 
 ​

1. Once you have copied, pasted, and saved every macro at the System-Level, you can enable System-Level macros within your Location to access all needed macros.

1. Open Two Browser Tabs in ChiroHD:
 1. Tab 1: Navigate to Location Macros: Settings -&gt; Initial Setup -&gt; SOAP Macros
 2. Tab 2: Navigate to System-Level Macros: System Settings -&gt; SOAP Macros ​
2. Create a New Macro at the System Level:
 1. In the System-Level tab, either click on a new tab or the macro button to create a new macro. ​
3. Copy Macro Details from Location-Level:
 1. Switch to the Location-Level tab and select the first macro you want to copy.
 2. Copy the following details one field at a time:
 1. Type
 2. Label
 3. Color
 4. Behavior
 5. Line Options
 6. Output Options ​
4. Paste Macro Details to System-Level:
 1. Switch back to the System-Level tab and paste the copied details into the corresponding fields. ​
5. Switch to Code View for REGULAR Macros:
 1. If the macro type is REGULAR:
 1. Click the "Switch to Code View" button.
 2. Select all content within the macro box, then copy it.
 3. Navigate back to the System-Level tab, switch to Code View, and paste the copied code.
 4. Switch back to Macro View to see the macro in its usable form before saving. ​
 
 ​
6. Copying LIST Macros:
 1. For macros in LIST format:
 1. Follow the same steps to copy and paste Type, Label, Color, etc.
 2. Additionally, click into each list item and label to copy and paste the code for each. ​ ​
 
 ​
7. Enable System-Level Macros:
 1. Once you have copied, pasted, and saved every macro at the System-Level, you can enable System-Level macros within your Location to access all needed macros.

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By following these steps, you can consolidate your macros at the System level, providing a unified and accessible macro setup for your office in ChiroHD.

Overview

Solution

Steps to Copy Location-Level Macros to System-Level

Conclusion