Add drop-downs 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 drop-down to a template
Open the letters & notes template you want to edit in settings.
Place your cursor where you want the drop-down to appear.
Write the code for a drop-down:
{% dropdown "Option 1|option 2|option 3", prompt: "This is the prompt"%}.We recommend saving this template as a snippet
Fill out the drop-down with your options and the prompt
Click Save to insert the drop-down into the template.
You can add as many drop-downs as you need in a single letter- and note template.
2. Filling out letters or notes with drop-downs
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 drop-down after each selection
Once completed, drop-downs 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 drop-down by editing the template or removing the selection manually before saving
4. Video guide