Add dropdowns to your letters- & notes templates to speed up form-filling, standardize responses, and make sure nothing gets missed. This is especially helpful when staff need to choose from a list of pre-defined options — like treatment types, dosage instructions, or standard disclaimers.
1. Adding a dropdown to a template
Open the letters & notes template you want to edit in settings.
Place your cursor where you want the dropdown to appear.
Write the code for a dropdown:
{% dropdown "Option 1|option 2|option 3", prompt: "This is the prompt"%}.We recommend saving this template as a snippet
Fill out the dropdown with your options and the prompt
Click Save to insert the dropdown into the template.
You can add as many dropdowns as you need in a single letter- and note template.
2. Filling out letters or notes with dropdowns
When filling out a letter:
You can click the prompt to open the list and choose from the options
Or use the keyboard shortcut (press
1,2,3, etc.) to select quickly
The system will automatically move to the next dropdown after each selection
Once completed, dropdowns will turn into plain text in the final letter or note
3. Editing or removing selections
Need to make changes?
Just click into the text and update your choices
You can also delete a dropdown by editing the template or removing the selection manually before saving
4. Video guide