1. What are snippets?
Snippets help you work faster by storing your most-used text blocks for easy reuse. Whether it’s a standard follow-up message, a block of clinical instructions, or a dropdown menu, you can create it once and drop it into any field using the command bar.
Snippets are set up as "dot notes", meaning any action regarding snippets can be performed in the command bar by writing " . " followed by the command.
2. Setting up your snippets
You can create a new snippet in two ways:
From within the snippets tool
Open the command bar and type
.manage snippets.This will take you to your snippet settings.
Click New snippet, paste in your text, and give it a name.
Clicking 'managing snippets' from this menu will take you to the settings page (provided you have access).
From settings
To organise your snippets and add tags from settings, go to Settings > Snippets.
To keep tags consistent and useful, new tags can be created by clinic admins from the snippet settings page.
This avoids duplicate or overlapping tags piling up over time and keeps reporting accurate.
Organise your snippets into categories (e.g., Prescriptions, Notes, Allergies).
Type a folder's name in the search bar to instantly filter for snippets within that category.
(Note: You may need to check your permissions with your admin user if you don't see the above settings options.)
3. Using snippets
Snippets can be used anywhere there is a free text field. Simply:
Click into any editable text field (e.g. a note or letter).
Open the command bar (
Cmd/Ctrl + K).Type
.to browse your saved snippets or follow the.with the name of a specific snippet.Click to insert and it will be dropped directly into the text field.
4. Video Walkthrough