The Menu Commands Reference is used to edit or create keyboard shortcut equivalents for items found in the Menu Bar. To create a new Menu Commands record, highlight the Menu Commands node in the References ability and click the sidebar plus button. Rename the new record and click the disclosure triangle next to any menu title to display the items within the menu.
To edit or create a keyboard shortcut for any of the menu items, select the item and choose the equivalent keystroke which should be used to access the Menu items. The combination of keys that are used to create the shortcut should include a character key and one or more modifier keys. The following symbols denote modifier keys within the Menu Commands columns:
: Command key (Older Apple keyboards may use the logo to label the key.)
: Control key
: Option key
: Shift key
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Just as within the Menu Bar, the following menu titles are listed as options:
MacPractice: displays items that apply to MacPractice as an application.
File: displays items that apply to specific files.
Edit: displays items that edit and manipulate information.
View: displays items that maneuver to MacPractice abilities, or views.
Text: displays items to format text.
Window: displays items that manage MacPractice windows.
Help: displays items related to using MacPractice.
While Menu Bar titles displayed depend on the selected MacPractice ability, all menu titles will display in the Menu Commands Reference. These additional titles include:
Form: displays items that apply to MacPractice Forms.
Scripting: displays items that apply to MacPractice Scripting. (Only available in the Menu Bar directly after a reboot.)
EDR/EMR: displays items that apply to the EDR or EMR abilities in MacPractice.
Notes: displays items that apply to MacPractice Notes.
A keyboard shortcut may only be used for one menu item. If the keyboard shortcut selected is a duplicate of an existing keyboard shortcut, the Duplicates menu will display upon saving the keystroke. Select an alternative keystroke for one of the items to save the Menu Commands Reference.
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Patient Portal User Reference Node allows you to create Patient Portal Users that can then be assigned to particular patients. This allows the Portal User to access the patient's information via the Patient Portal.
A Portal User can access one or multiple patients. This is helpful when a parent has multiple dependents. The Patient Portal User will log in to the Patient Portal using the Username and password assigned in References > Patient Portal User.
Creating a new Portal User
To create a new Patient Portal User, select the Patient Portal User node in References and click the plus button. Add the Username, First Name, and Last Name, and include a phone number and email address.
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When the record is saved, the Patient Access password sheet will appear to add the password which will be used by the Patient Portal User to log in to the Patient Portal. Add any password desired, or click the Generate and Print password to have a password automatically created and then printed.
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Granting Access to Patient Records
To add patients for whom the User can access clinical information, click the plus button on the Patient this account can access table. Search for and select a patient from the list to grant the User access to the patient's record through the Patient Portal.
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Granting Access to Account Payments
In MacPractice Build 12.21, we have introduced the ability for patients to pay their bill online via Online Patient Payments for TSYS. MacPractice Payments also supports Online Bill Pay in modern MacPractice builds.
To add Accounts this Portal User can access to make payments on, simply click the Green Plus on the upper right of the "Accounts this Portal User can access" table at the bottom of the Portal User window.
Once a Patient Portal user has been granted access to the Account, you can check which Portal users have access to the patient’s Account by selecting the patient, navigating to the Patients Ability, and clicking the Account Tab. You’ll see a table in the upper right hand corner, and you have the ability to disable billing access from there:
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