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Macros let you define pre-built content that is automatically injected into specific sections of your note. This reduces editing time and ensures consistent, clinically relevant documentation across visits. Macros are configured on a per-template, per-section basis within Custom Formatting in AI Studio.

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Dynamic Macros

A dynamic macro contains default content that can be overridden based on what is discussed during the visit. The AI fills in dynamic values from the transcription and adjusts the default content accordingly. Example:
  • Default: EENT: Denies vision changes, ear pain, nasal congestion or discharge, or sore throat.
  • Generated: EENT: Patient experienced pain in the right ear and throat inflammation. Denies vision changes and nasal congestion.

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Static Macros

A static macro contains fixed text that is inserted as-is into the note regardless of the visit content. Nothing additional is generated for that content.
While dot phrases and static macros both deal with predefined text, static macros are best for independent sentences or paragraphs. Dot Phrases are better for short phrases that appear throughout a note.

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Creating a Macro

1

Open a section

Click AI Studio in the top navigation bar, then select Custom Formatting. Choose a template, then within a section click Add a macro.
2

Configure the macro

Enter the exam name (the word you will verbalize to trigger it) and the macro content. Then set optional preferences:
  • Default — always show this macro if no other macro is triggered for the same exam name
  • Listed systems — check to include all discussed systems, or uncheck to show only the systems listed in the macro
  • Formatting instructions — add custom formatting rules specific to this macro
  • Patient demographics — restrict the macro to specific age or gender groups
3

Save

Click Save Rules at the bottom of the template screen.

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Using Macros During a Visit

During the encounter, verbalize the exam name to trigger the macro. The AI will include the macro content in the generated note. You can toggle the highlight feature on to see which values were dynamically filled.
Patient demographics (age, gender) must be mentioned during the visit for demographic-restricted macros to trigger.

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Next Steps

Custom Formatting

Set per-template rules for tone, structure, and section formatting.

Dot Phrases

Set shortcut audio triggers to save time during documentation.