Skip to main content

Create and use text snippets

Use text snippets in practitioner notes to save time and encourage staff to write full notes.

Written by Dr Askari

Text snippets enable you to add blocks of text into your notes with a single click.

There are two ways to create a snippet:

  1. Create a snippet in practitioner notes

  • When composing a practitioner note, write your desired text in the text box.

  • Click "Save new snippet"

  • Give your snippet a name (it can't be the same as any other snippet) and choose which practitioners can use it.

  • If you select "Automatically assign to new practitioners", any new practitioners added to your account (or newly activated) will automatically have access to the snippet.

  • Click "Save"

  • Your text template will now appear in the "Insert text snippets" drop down.

2. Create a text snippet in the snippet manager

  • The snippet manager can be found in Admin>Snippets. You will need access to the Admin app to use this.

Using text snippets

  1. Place your cursor in the text box in the place you wish to enter your text.

  2. Click the Text template dropdown and select the template you wish to insert and your text will appear. You can now edit the text if needed.

TIP : 💡

Use text templates to create proformas for different treatments. You can enter headings to be completed or entire sections of text that can then be edited or deleted.

See an example of a microneedling text template below.

Read about the text snippet manager

Did this answer your question?