Also welcome aboard
In response
- Is there any way to pull patient demographics (name, age, DOB) directly into a progress note, similar to how Epic handles it with SmartPhrases? Or is that functionality limited to the Letter Writer?
Directly in a note NO.
You can use a template with conditional text:
%AGE
%sex
%FNAME
%LNAME
%him
%he
%his
%Him
- What does your template library look like? Any advice on how to organize and build out templates efficiently as a new user?
Amazing Charts used to have a repository of templates you could download or upload and share. That functionality appears to not work in version 12.x.
You can share templates with other providers in your organization.
You can write brilliant description of a situation and template it.
You can borrow formatting from referrals or other data that comes your way.
- Are there keyboard shortcuts or workflow tricks that aren't obvious from the documentation?
I'm not sure how deep you've gone in the documentation but control S saves and closes a note, I used it all the time. of course you can change tabs with control 5-11, then the standard cut paste revert windows shortcuts.
- Has anyone had success pairing AC with third-party tools (ShortKeys, AutoHotKey, etc.) to fill in gaps?
I have used both in the past, but stopped. I'm honestly not sure why, but I guess they didn't help me much and I had to set them up on every computer.
- Any "I wish someone had told me this on day one" advice?
Right now, no, but let me let this percolate a bit.