You are writing up a visit between patients and the plan is three things: needling twice a week, reassess sleep, ask about work stress. That is a list, not a paragraph, and now it can look like one without a trip through a menu.
What you can do in a note
- Bold and italic: the toolbar buttons, or ⌘B and ⌘I (Ctrl on Windows).
- Strikethrough: the toolbar button or ⌘⇧X, handy for recording a correction without deleting what was there.
- Links: ⌘K or the link button. Select some text first and it becomes the link.
- Lists: start a line with a dash for a bullet or 1. for a number. Press Enter and the next marker appears; press Enter on an empty item to finish the list.
- Nesting: Tab indents the line and Shift+Tab moves it back, which is how an item becomes a sub-item.
Headings, quotes and checklists work the same way and are covered in the slash menu. Pasting from a web page or letter keeps its shape, see smart paste.
Where it works
The same box is used for patient notes, the Notes box on a session, a protocol's free text, long-text custom fields and a form's ending message. It is one editor in all of them, so the shortcuts you learn in one carry to the rest.
Still plain text underneath
A note is stored as ordinary text with the usual markers, not as a special format. Notes are shown as formatted text wherever they appear, and the Notes CSV under Settings → Export your data holds the text as written. When a session is saved as a PDF, the Notes and long-text fields are printed without the markers, and the one-line note excerpts shown in the session and protocol sidebars drop them too. Only web and email addresses starting with http, https or mailto: become clickable links.