Working with snippets
Snippets are reusable pieces of text that can be incorporated into other documents including medical notes and letters. Instead of having to type the same content over and over, you can create a snippet and add it into your medical note or letter with a hashtag (#) shortcut or selecting it from a list.
To add a content snippet:
- Click on "Settings"
- Click on "templates" and select the option to create a new template
- Complete the form that appears (be sure to select "content snippet" as the type). Also, the hashtag that you select here will be used to identify this snippet in medical notes and letters.
- Enter the content in the field that appears
- Click "save" to save your changes
Once you create content snippets, you'll be able to use them in medical notes and letters by entering the hashtag you defined when creating the snippet.
Tips & tricks for creating a snippet!
- Do not include the # symbol in the snippet "Hashtag:" section at the time of creation. Only when adding the snippet to the desired area (medical note, letter, etc).
- Snippets are case sensitive. It may be easier to use all caps or all lowercase.
- You can use the following symbols to separate the words: like-this, or like_this, or like.this.
There are two ways to add a snippet to a letter - selecting from a list or using a hashtag. To add a snippet from a list:
- Navigate to the applicable letter
- Click on "edit"
- Click on the arrow icon next to the "content snippets" label
- Click on the plus icon next to the applicable content snippet you wish to add
To add a snippet using a hashtag, simply type a hashtag and the first few letters of your hashtag. As you type, you'll see a list of available snippets that match what you've typed. Select the desired hashtag and the content will be added automatically.
Place your cursor where you want to add the content snippet before adding the content.
There are two ways to add a content snippet to a medical note - selecting from a list or using a hashtag. To add a snippet from a list:
- Navigate to the applicable medical note
- Click on "medical note" and select "add snippet"
- Select which snippet you wish to add, and where you want to add it
- Click "add"
To add a snippet using a hashtag, simply type a hashtag and the first few letters of your hashtag in any section of the medical note. As you type, you'll see a list of available snippets that match what you've typed. Select the desired hashtag and the content will be added automatically.
To edit a snippet's profile:
- Click on "Settings"
- Click on "templates" and select "view snippets"
- Click on the title of the snippet you wish to edit (or click on the gear icon and select "edit template")
- Make the desired changes
- Click "save + done" in the blue navigation bar
To edit a snippet's content:
- Click on "Settings"
- Click on "templates" and select "view snippets"
- Click on the title of the snippet you wish to edit (or click on the gear icon and select "edit template")
- Make the desired changes to the body of the content snippet
- Click the "save" button
To delete a snippet:
- Click on "Settings"
- Click on "templates" and select "view snippets"
- Click on the gear icon and select "delete template"
- Confirm your intent to delete the template
To duplicate a snippet:
- Click on "Settings"
- Click on "templates" and select "view snippets"
- Click on the gear icon and select "duplicate" (or click on the title of the snippet and click on "duplicate" in the blue navigation bar)
- Complete the form that appears
- Click "save"
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