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How to Create and Manage Macros on Treatment Forms

This article provides a detailed guide on how you can create and manage macros on treatment forms.

Macros let you add prewritten text to a treatment note instead of typing it out every time. Each macro has a short keyword: type the keyword in a note, pick the macro, and its full message is inserted. Macros can also leave gaps for details that change from visit to visit, and pull in client and appointment details automatically.

NOTE: Macros are part of the Care Plus plan. Without it, Create a macro is greyed out and the macro manager shows Upgrade to Care+ to create and manage macros. To learn more about Care Plus, refer to this guide.

Step 1: Open a Treatment Note

Open the client card, click the blue Create (+) button, choose Treatment note and pick a template. Every text field in the note has a + Add a macro button at its top right.

Step 2: Open the Macro Menu

  1. Click + Add a macro on the field you want to fill.
  2. The menu lists your macros by keyword. Type in Type a keyword to find a macro to narrow the list, then click a macro to insert it into the field.
  3. Click Manage macros to create, edit or delete macros.

The + Add a macro menu on a treatment note field, with a macro and Manage macros marked

Insert a macro or open Manage macros from any text field

Step 3: Create a Macro

In Manage macros, click Create a macro.

  1. Keyword: the word you'll type in a treatment note to bring up this macro, for example review.
  2. Message: the text the macro inserts. Type [???] wherever a detail needs filling in each time you use it.
  3. Click + Add merge tags to insert details Pabau fills in for you, such as the client's name.
  4. Under Visibility, choose Everywhere to share the macro with everyone in your clinic, or Myself only to keep it to yourself.
  5. Click Save.

The Create a macro window with the Keyword, Message, Add merge tags, Visibility and Save marked

Give the macro a keyword and a message, then save it

Step 4: Insert a Macro by Typing Its Keyword

  1. In any text field of a treatment note, type the macro's keyword.
  2. A Macros list appears beside the field with every macro that matches. Click the one you want.

A keyword typed in a treatment note field with the matching macro shown in the Macros list

Type the keyword, then pick the matching macro

The keyword is replaced by the macro's message.

Step 5: Fill In the Highlighted Fields

Every [???] in the message is highlighted after it's inserted.

  1. Click a highlighted field and type the detail.
  2. Press Tab to jump to the next field, or Shift+Tab to go back. The hint under the field reminds you how.

An inserted macro with highlighted [???] fields and the hint to click a highlighted field to fill it in

Fill in each highlighted [???] field

NOTE: Merge tags in a macro are filled in when you insert it. Appointment details are only filled when the note is linked to an appointment; otherwise they're left blank and Pabau tells you to select an appointment. Quote, email, prescription and reschedule tags can't be filled in a treatment note, so they're always left blank.

Step 6: Manage Your Macros

Click + Add a macro on any field, then Manage macros.

  1. Search your macros by keyword.
  2. Filter the list to All, Everywhere (shared with the clinic) or Myself only.
  3. Click Edit to change a macro's keyword, message or visibility, or Delete to remove it. You'll be asked to confirm the delete.

The Manage macros window with the search box, the visibility filter and the Edit and Delete buttons marked

Search, filter, edit or delete your macros

What's next?

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For more guides, browse the related articles below or use the search bar at the top of the page. You can also watch our video learning series, the Pabau Academy, or visit the Support page for additional help.