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 
• Add New Patient when Booking an Appointment
• Reschedule Appointment using the Suggest Button
• Click and Drag to Adjust Appointment Time
• Find an Appointment 
• Quick Access to the Patient Profile
• Filter Patient's Clinical Journey
• Adjust Doctor Order on Scheduler
• Check all Appointments have been Invoiced 
• Preview Invoice/Fee Estimate History
• Quick Add with Plus Buttons

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

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

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

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

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

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. 

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. 

Click the Filter icon to click and drag doctor names.

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

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

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