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How to use Widget Mode

Updated today

Widget Mode allows you to easily view and transfer notes into your PIMS or medical record software using a floating pop-up window.

Note:

  • Currently, Widget Mode will only work using Google Chrome and Microsoft Edge

  • Widget Mode will not work on mobile devices (i.e. iPads or tablets).

  • Allow pop-ups in your browser for the app to open Widget Mode correctly.

  1. Open Widget Mode (found above the Inbox). A draggable pop-up will appear.

  2. Transfer Note Content

    Click the note you would like to move to your PIMS or record software to open it, and then transfer it over via one of two ways:

    • Draggy-Droppy. Click and hold the button, then drag to where you want the contents of the field to go.

    • Click to Copy. Click the button, then paste where you want the contents of the field to go using Ctrl + V or right-clicking.

  3. Click Mark as Exported.

    • When you're done with exporting the note, click Mark as Exported to indicate it has been completed. (The note will now appear in the Exported tab in your expanded Inbox on the web app).

  4. To close the widget, click the X in the top-right corner.


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