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Clinic and User Shortcuts

Save time when writing records and add shortcuts to quickly input your custom pre-determined text throughout Shepherd.

Updated over a month ago

What Are Shortcuts?

Shortcuts allow you to use single words or brief phrases to automatically expand into longer text. They are perfect for frequently typed content, such as standard sentences or detailed surgery reports, saving you time and effort.

Shepherd offers two types of shortcuts: Clinic Shortcuts and User Shortcuts.

Clinic Shortcuts

Clinic Shortcuts are available to all users within the clinic. These shared shortcuts can be accessed and used across the software, ensuring consistency and efficiency for the entire team.

User Shortcuts

User Shortcuts are personalized and created by individual users. Unlike Clinic Shortcuts, these are user-specific and can only be accessed, used, and edited by the user who created them.
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By utilizing shortcuts, you can streamline documentation and improve workflow efficiency within Shepherd.

Configuring Shortcuts

Clinic Shortcuts

To use Clinic Shortcuts, they must first be predefined. Follow these steps to create new clinic shortcuts:

  1. Navigate to Clinic Settings

    • Go to Admin in your Shepherd menu and select Edit Clinic Settings.

  2. Access the Clinic Shortcuts Tab

    • Click on the Clinic Shortcuts tab.

    • Here, you'll find a toggle option to enable user-level shortcuts (explained below).

  3. Create a New Clinic Shortcut

    • Your existing Clinic Shortcuts will be displayed on the left, while the shortcut creation section is on the right.

    • Click Add New Shortcut to begin.

  4. Define Your Shortcut

    • The Shortcut field starts with a pre-filled / symbol. Begin entering your shortcut text immediately after the /.

    • Typing / in an open text field will trigger a dropdown with shortcut options.

  5. Enter Expanded Text

    • In the Text Field, type the full text you want Shepherd to insert when using the shortcut.

  6. Save Your Shortcut

    • Click Save to add the shortcut to your Clinic Shortcuts list.

    • Your shortcut is now ready to use!

This setup helps standardize text entry across the clinic, improving efficiency and reducing repetitive typing.

User Shortcuts

To use User Shortcuts, they must first be enabled via the toggle in the Clinic Shortcuts tab under Edit Clinic Settings. Once enabled, follow these steps to create your own shortcuts:

  1. Access Your User Profile

    • Click your name in the Shepherd menu to open your user profile.

  2. Go to Personal Info

    • Click the Personal Info tab to manage your settings.

  3. Create a New User Shortcut

    • Click Add New to open the shortcut creation window.

  4. Define Your Shortcut

    • Enter a Shortcut Name (this is the keyword or trigger for the shortcut).

    • In the text field, type the expanded text you want to be inserted when using this shortcut.

  5. Save Your Shortcut

    • Click Save to add it to your User Shortcuts list.

    • Your shortcut is now ready to use!

Unlike Clinic Shortcuts, User Shortcuts are private and customizable, allowing individual users to tailor shortcuts to their personal workflow. 🚀

Searching & Downloading Your Clinic Shortcut List

While viewing your admin clinic settings shortcut list, you'll appreciate a search field available to manually recall a specific clinic shortcut. Alternatively you can also download or export your complete clinic shortcut list for ease of full review externally. To wrap up our clinic shortcut updates, we're introducing the ability to export or download your clinic shortcut list. This feature allows you to easily review all of your shortcuts outside of Shepherd, ensuring they are up to date and optimally configured for your needs.

Using Shortcuts

Using Shortcuts in Text Fields

If User Shortcuts are enabled, you will see two icons in the upper-right corner of each open text field:

  • ⚡ Lightning Bolt Icon – Displays your list of Clinic Shortcuts.

  • 🗨️ Bubble Icon with Your Initials – Displays only your User Shortcuts.

If User Shortcuts are disabled, only the lightning bolt icon will appear.

How to Use Shortcuts

  1. Click an Icon

    • Click the corresponding icon to open the list of available shortcuts.

  2. Use the "/" Command

    • Type / in an open text field to trigger the shortcut options dropdown.

    • Begin typing to search your shortcuts list, with results narrowing as you type.

  3. Select a Shortcut

    • Choose a shortcut from the list to instantly insert the pre-filled text you defined.

This feature helps streamline documentation, saving time and reducing repetitive typing across Shepherd. 🚀

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