A quick‑insert tool for boiler‑plate phrases in chart notes

What is it?

Text Snippets adds a lightweight “/” command palette to every TextQuestion field in the chart‑note form.

Clinicians can drop pre‑saved phrases (e.g., “Shoulder: full ROM”) with a click or a single Tab—no more re‑typing the same assessment dozens of times per day.

Using snippets inside a note

Example flow

1. Type Hip /

2. Press ↓ to highlight “Hip: tender to palpation”

3. Press Tab → phrase is inserted, caret moves to the end, palette closes

Navigating the palette

Search bar

• Opens automatically after /

• Filters across all labels and groups

• Prefix with group: to filter (e.g., /MSK:)

Group → snippet drill‑down

• Selecting a group tile shows only that group’s snippets

• A chip in the header shows the active group; click “×” to clear

Keyboard cheat‑sheet

Managing snippets (Admin & power users)

1. Navigate to Profile → Preferences → Text Snippets.

2. Click “Add Snippet” or edit an existing one.

3. Fill in:

   • Title (required, no : or double‑spaces)

   • Group (optional, same restrictions)

   • Snippet text (required)

4. Click Save.

   • Drawer closes only after a successful save.

   • Inline validation errors appear if rules are broken.

“Other” group always displays last.

Tips & best practices

• Autosize inputs: In Minimal design, single‑line snippet fields auto‑grow.

• Clipboard helper: Trailing clipboard icon copies read‑only field values.

• Mobile friendly: Palette respects virtual keyboards.

• Accessibility: “/” icon is skipped in tab order; keyboard users rely on slash.

  
  

  Troubleshooting

  Symptom	Likely cause	Fix
  Typing / does nothing	Feature flag disabled	Enable EHR_TEXT_SNIPPETS
  Palette shows “No items match”	No snippets or filter too narrow	Add snippets or clear search / group
  Validation error: “Title cannot contain …”	Forbidden character in title/group	Edit the field
  Palette closes unexpectedly	Two spaces typed or / deleted	Re‑type /

FAQ’s

Does it work in multiline fields? — Yes, palette anchors under the textarea.

Can sites have different snippet sets? — Yes. Data fetch is scoped to site ID.

Is any formatting inserted? — Snippets are plain text plus a trailing space.