Shortcut Bundles allow providers to save favorite groups of tests that they frequently order together for a more efficient experience. These Shortcut Bundles can be viewed when placing an order for a patient. Selecting a shortcut bundle automatically adds the tests included in the bundle to the cart. These can be managed on an individual or practice level.
Shortcut Bundles in the Order Test Tab
Using the Create Shortcut button, users can choose which tests to include in the shortcut and give it a name. When creating shortcut bundles, be mindful of the At Home toggle position. When the At Home toggle is on, users can only create and use shortcuts that contain At Home tests.
Any eligible discounts will automatically be applied to shortcuts created.
Managing Shortcut Bundles
Shortcut Bundles can be managed in General Preferences or they can be managed from the Order Test Tab.
Managing Shortcut Bundles in General Preferences
Existing Shortcut Bundles can be edited by selecting the "edit" button on the Shortcut Bundle card. The trash icon on the card will delete the Shortcut Bundle. You will see these options in the Order Test Tab cards if practice-wide Shortcut Bundles are not applied.
Share Shortcut Bundles With All Providers
Practice Admins can apply and manage Shortcut Bundles for all providers in the practice by using the Apply To Every Provider? toggle.
