Macros: Dot-Command Shortcuts for Repetitive Text
Macros are reusable text blocks you trigger with a short dot-command such as .followup. Type the trigger and the full text is inserted into your note. Macros are included in the Pro and Enterprise plans.
Last reviewed October 6, 2026
Good uses
- Standard patient instructions
- Follow-up plans
- Guideline text you paste often
- Normal exam wording
Frequently asked questions
Do macros work during the free trial?
Yes. The trial runs on Pro or Enterprise, and macros and custom templates are part of both.
How do I create a macro?
Give it a name, a trigger with no spaces (for example .followup) and the text to insert. Typing the trigger in a note expands it to the full text.
What is the difference between a macro and a template?
A template sets the structure of the whole note. A macro inserts one reusable block of text, such as standard patient instructions, wherever you type its trigger.
Related
Try MD Record AI with a 7-day free trial. Card required.Start Free Trial