How to use Shortcuts in Clinic to Cloud

Quickly learn how to use some of Clinic to Cloud's essential functions through the use of Shortcuts to get through a little easier. 

You will be able to learn the following shortcuts in this article: 

 

Create an Appointment


Double Click on the Scheduler
to Create an Appointment and have Start and End Date/Time, Doctor and Location fields auto-filled:

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Add New Patient when Booking an Appointment


Double Click on the Scheduler to Create an Appointment > Click the Plus Button next to Patients:

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Reschedule Appointment using the Suggest Button


Edit the existing appointment and click Suggest to filter through the Scheduler's availability:

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Click and Drag to Adjust Appointment Time


Left click and hold
once on appointment drag into another time-slot or hover mouse over the top/bottom of the appointment to reduce or extend appointment time:

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Find an Appointment


Click the Appointment History button to locate a patient's appointment.

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Quick Access to the Patient Profile


For Admins: Double click on the patient's appointment to view their patient profile. 

For Clinicians: Click Demographics button to view the patient's profile of your choice. 

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Filter Patient's Clinical Journey


For Admins: Click Clinical File button to view and filter the patient's clinical file.
Note: This is the best way to find documents, letters and more to view and/or print.

For Clinicians: Double click on the patient's appointment to view their clinical file. 

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Adjust Doctor Order on Schedule


Click the Filter Icon to click and drag doctor names.

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Check all Appointments have been Invoiced


Go to Reports > General Reports to select and filter the Uninvoiced Appointments report. 

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Preview Invoice/Fee Estimate History


Click Invoice and/or Fee Estimate History to find past patient invoices.

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Quick Add with Plus Buttons


Click Plus Buttons to make use of the Quick Add function throughout the platform. 

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