Management items are essentially 'frequently-used text that you can insert into Progress Notes using a shortcut key combination'. Each practitioner can store an unlimited number of Management items of up to 250 characters each, and share them with other practitioners on your network. Management items are similar to Comments, with the former also displaying a heading when added to Progress Notes.

Select the Progress tab in the patient's clinical record.

Click  The Management window appears.

Insert a save Management item into Progress Notes by either highlighting the item and clicking the Insert Into Notes button, or typing the associated shortcut (the Management window must be closed).

Add a new Management item by clicking  The Add Management Item window appears.

Enter the management text (maximum of 250 characters) and a shortcut key combination for it. You can also make this item available to all practitioners on your network by ticking the associated check box. Click the Save button to confirm.

Delete a management item by highlighting it and clicking

Edit a management item by highlighting it and clicking

Print all management items by clicking