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The DocStation Text Editor
The DocStation Text Editor

Get the most out of DocStation's powerful text editor

Aubree Dorr avatar
Written by Aubree Dorr
Updated over a week ago

Whether you're writing a clinical note, drafting a response to a patient, or starting a conversation with another provider on DocStation, the DocStation Text Editor puts the power at your fingertips to quickly write what you need.

The Basics

Formatting

The DocStation Text Editor has support for basic formatting you can invoke with keyboard shortcuts or by typic specific characters.

  • Bold: Type two stars on each side of a word or phrase you would like to see bolded. Example: **stars**. You can also use ctrl+b (command if on Mac).

  • Italics: Type a single underline on each side of a word or phrase you would like to see italicized. Example: _italicized_. You can also use ctrl+i (command if on Mac).

  • Highlight: Type two equal signs on each side of a word or phrase you would like to see highlighted. Example: ==highlighted==.

  • Underline: Select the text you would like to underline and type ctrl+u (command if on Mac).

Lists

There are a few basic list types to enter into a note to help communicate clearly: bulleted, numbered, and checked.

You can change indentation for all list types using tab (increase) and shift+tab (decrease).

Bullet Points

You can start bullet point lists using either a hyphen (-) or star (*) followed by a space.

Numbered Lists

You can start a numbered list by typing any number followed by a period and then space, like this: 1.

Check Lists

Check Lists are more dynamic than the more common lists above. You can use them to help remember items that need to be done, or combine them with Quick Templates to create your own custom tasks.

Start a Check List by typing an open and close bracket followed by a space: [ ] .

Note: Entries in a Check List can only be edited while you're composing your message.

File Attachments

In some cases, you will have the option to upload file attachments. Use file attachments to upload documents or images produced outside of DocStation. Common use cases include PDFs, scanned images of forms, or patient insurance cards.

Visibility

When editing a Patient Note, the DocStation Text Editor gives you an option to toggle Visibility. There are two options for Visiblity which help you configure whether or not notes are shared automatically within generated documentation (e.g., Print Profile) or communications external parties (e.g., eCare Plans):

  1. Private - Will not be shared automatically

  2. Public - Will be shared automatically in external documentation

By default, your notes will be set to Private.


Advanced

Auto Links

Automatically link data from the patient profile into a note with Auto Links. Once an Auto Link is used, the linked information won't change in your note until you update it. You can quickly spot what parts of a note are using an Auto Link by looking for the gray background.

Insert an Auto Link

Type $ and start typing. DocStation will display options available to you and once you select an option, the details will be populated directly into your note. Try it to see what options are available to you!

Refresh an Auto Link's data

The text within an Auto Link won't change unless explicitly update it. When you hover over an Auto Link, options for interacting with it will appear. Click the Refresh button to update the content of the Auto Link with the most recent details of the Patient's Profile.

Quick Templates

Have text or a note template you catch yourself using over and over again? Create a Quick Template so you don't have to!

Create a Quick Template

DocStation provides a number of templating options for you and you can find Quick Templates in your Organization Settings area. Click the cog icon in the navigation, find the Templates navigation item, and then select Notes.

Insert a Quick Template inside the DocStation Text Editor

To use a Quick Template you've created, start typing + followed by the name of the Quick Template for which you're looking. Any number of Quick Templates can be inserted into your note, so combine as many or as few as you'd like!

Quick Template Placeholders

You can insert placeholders into your Quick Templates using three stars: ***.

After you've inserted a Quick Template, quickly move between placeholders using the following hotkeys:

Windows

  • Ctrl+Shift+Right to move forward

  • Ctrl+Shift+Left to move back

Mac

  • Cmd+Shift+Right to move forward

  • Cmd+Shift+Left to move back

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