Text Boxes with Right Click Options

When you right click on some text boxes, an additional menu appears. These text boxes support Insert Quick Paste Notes and Spell Check useful for notes.

Below is a list of textboxes with right click options and their type.

Type Window Name: Text Box Name
None Account Module: Fam Urgent Fin Note

Edit Procedure Code Window: Default Notes Edit

Procedure Code Note: Note

Procedure Info Window: Notes, E-claim Note

Procedure Group Notes: Notes

Procedure Note Append: Original Note, Appended Note

Appointment Edit Appointment Window: Appointment Notes
CommLog Communications Log: Note
Adjustment Adjustments: Note
Claim Edit Claim Window: Claim Notes

Edit Email Message- body of message

Edit Email Template - body of message


Edit Insurance Plan Window: Plan Note, Subscriber Note

Insurance Benefit Information - Simplified View: Notes

Letter Edit Letter: accessed via Main Menu, Setup, Letters
MedicalSummary Chart Medical Area: Medical Summary
ServiceNotes Chart Medical Area: Service Notes
MedicalHistory Chart Medical Area: Medical History
MedicationEdit Medications List: Notes
MedicationPat Patient Medications: Count, Instructions, Refills

Edit Patient Information Window: Address and Phone


Add Family: Address and Phone Notes

Payment Payment Window: Note

Payment Plan Window: Note

Edit Payment Plan Charge: Note

Query Query Window
Referral Referral List: Notes
Rx Paper Prescriptions / New Rx: Notes

Account module: Family Financial

Billing Options: General Message

MedicalUrgent Chart Medical Area: Med Urgent
ChartTreatment Chart Module: text box under graphical chart

Statement Window: Note, Bold Note

Billing Defaults: General Message

Billing Options: General Message, Body

Recall Edit Recall Window: Administrative Note
Popup Popups: Popup Message
Task Tasks Window: Description, Note. The quick paste note must have a Task type of the ? shortcut will not work.
TxtMsg Text Message: Text Message

Schedule: Edit Day Window: Note

Blockouts: Note


Treatment Plan Module: Treatment Plan Note

Editing Treatment Plans: Treatment Plan Note

ClaimCustomTrack Edit Claim - Status History Tab

Inserting Dates

There are several ways to quickly insert today's date in a right click text box.