• In a date field, you can type "T" and then hit Tab key to get today's date to appear. In a date field, you can type "Y" and then hit Tab key to get yesterday's date to appear.
    • In any free text field, you can right click and then a dropdown will appear for Spellcheck choice. Clicking Spellcheck will activate a standard spellcheck process.
    • Click F5 key on your keyboard in the home screen activate a patient number entry field, and/or a drop down that will show you all recent patients you have worked with in Insight. It's a faster method to switch between multiple patients.
    • Yellow shaded fields are required fields.
    • When entering patient names in patient search fields, you can use % as a wild card, and/or you can also shorten the first and last name to see similar names before verifying/selecting correct patient.
    • When all else fails, click the insert button or insert key on your keyboard.
    • Lab Entry & non-client specific Time and Effort reside on the top menu under Tasks.
    • Most fields can be cleared by highlighting the field and pressing Ctrl Delete on your keyboard (this can only be done before a save).
    • In dropdown fields, you can type the first few letters of the item you wish to select, and the list of choices will filter to your needed selection (saves time scrolling on long lists of items).
    • Column widths in grid fields can be adjusted by hovering over a column edge in the header, then clicking & dragging the width to choice. To save that format going forward, right click in the area and choose Grid Layout, then Save Layout.
    • Column header order can be adjusted in grid fields by hovering over a column header, then clicking & dragging the header you wish to move. Then right click in the area and choose Grid Layout, then Save Layout.
    • You can have Insight highlight the tab you are in by going to Options on top menu bar, and selecting Highlight Page Control Active Tabs.
    • Hitting the spacebar will check a box
    • You can tab through the EMR notes by using the TAB key or arrow key
    • These are “hot keys” F1-HELP, F3-EXIT, F5-PATIENT #, F6-EXIT AND SEARCH, F7-SAVE, F8-EXIT AND APPT, F9-ENCOUNTER
    • When you are in Clinic Roster-you can right click and select Edit Appointment to view the appointment in the ‘make appointment’ form