Quick Guide

Three types of Autotext:

1. Personal – you create and they are for your own use.
2.  Departmental – for your own department to use (created by your Office Manager/Super User).
3. Trustwide – for all users (created by IT Department).

How to Create Autotext:

1. You have a document open.
2. Click on the Autotext tab from the three tabs in the menu found on the right hand side of screen.
3. Select Manage Autotext, found directly under the Filter field.
4. Click the green Create button at the top right of the screen.
   1. Name your autotext for future use.
   2. Add any Free Text.
   3. Add any Data Items to this autotext – this will pull any relevant information from the patient encounter.
   4. Click on the green Save button. This autotext can now be found under the Personal section.

How to Insert Autotext via the Side Panel:

1. Click into appropriate editable area, indicated by a pencil icon, of your letter.
2. Select the Autotext tab.
3. From the list, click on the autotext you wish to insert.

How to Insert Autotext via the @ Symbol

1.  Click into appropriate editable area, indicated by a pencil icon, of your letter.
2. Type the symbol @ followed by some letters from your autotext.  Note, you do not need to have the @ symbol in the name of the autotext when creating it.
3. Select the desired autotext from the list.