Dot Phrases

Dot Phrases

Understanding and Utilizing Dot Phrases

Quickly recall frequently used notes and messages

In the hustle and bustle of direct care, efficient communication is key. To streamline your communication and documentation process, our platform offers a useful feature known as "Dot Phrases." This feature allows you to save and rapidly input frequently used blocks of text. We’ll walk you through the steps to master the use of dot phrases.

What are dot phrases?

Dot phrases are predefined blocks of text that can be quickly inserted into a note or message, saving you time and reducing repetitive typing. These can range from commonly used sentences to paragraphs or even a combination of text and data fields that can be customized for each use.

Utilizing Dot Phrases in Notes and Messaging

Here’s a step-by-step guide on how to seamlessly incorporate dot phrases in your notes and messaging:

Step 1: Accessing the Message or Note

Click into a message or a note where you'd like to insert the dot phrase.

Step 2: Initiating a Dot Phrase

Start typing a dot (.) followed by the phrase you intend to use.

Step 3: Selecting the Desired Phrase

A popup will appear, listing all the saved phrases that match your text. For instance, typing “.a” will display a popup showcasing all the saved dot phrases that commence with “.a”. You can further narrow down your choices by continuing to type.

Step 4: Navigating Through the Phrase List

Utilize the scroll function or the up and down arrow keys to navigate through the list of saved phrases.

Step 5: Inserting the Phrase

Once you find the phrase you are looking for, either click on it or press enter to insert it into the text input box.

Step 6: Customizing the Phrase

If your dot phrase contains text entry indicators (three asterisks - ***), you can quickly jump between them to customize the inserted text:

  • Forward Navigation: Press F2 to move forward between text entry indicators.
  • Backward Navigation: Press Shift + F2 to move backwards between text entry indicators.
  • Editing: Once navigated to a text entry space, the asterisks will be highlighted, enabling you to start typing to replace them with your desired text.

Setting Up Your Dot Phrases

Creating your repository of dot phrases is straightforward. Follow these steps to create and save new dot phrases:

Step 1: Navigating to Settings

Go to the "Settings" section in your dashboard.

Step 2: Accessing the Dot Phrases Section

Find and click on the "Dot Phrases" subsection within settings.

Visit the Dot Phrases section in settings for more information.



With dot phrases, you can significantly speed up your documentation process and enhance your workflow. Experiment with creating different dot phrases and see how much time you can save!

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