How to Export a Macro Template (for Server Clients)

To Export a MACRO template in CoAction to your computer, follow these steps:

Step 1) Log in with User that has Macro Template and open any completed or checked in patient appointment to the Provider’s Screen (where you type your Soap Notes)

Step 2)  In the SOAP NOTES Screen click on the GREEN CIRCLE in the bottom left of the Macro screen

Step 3) Then select "Export Template from File" Select the location on your computer where you will SAVE the Macro file and give the file a name and select Open.







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