Dynamic Text Snippets (Beta)

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At a Glance

Dynamic text snippets extend your saved phrases with three things a plain snippet cannot do: a trigger character you choose, limits on who sees a snippet and where it appears, and inline dropdowns for the phrases where you pick from a short list every time. For the basics — opening the snippet menu, searching it, and managing your list — see Text Snippets For Your Note.

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Set Your Trigger Character

The trigger character is what opens the snippet menu while you are typing. To choose it:

1. Go to Profile → Preferences → General.
2. Search for Text Snippet Trigger Character.
3. Choose /, ., or +.

The character you pick applies wherever snippets work, so choose one your team does not type often in clinical prose.

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Insert a Snippet

There are two ways to reach your snippets from inside a text field: Snippets that belong to a Group appear grouped in the menu, so a well-organized list stays quick to scan even as it grows.

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Scope a Snippet to Providers or Sections

Two optional fields in the snippet editor control where a snippet shows up. Both are in Profile → Preferences → Text Snippets, on the snippet you are editing.

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Alternate Word Dropdowns

A snippet can carry an inline dropdown instead of fixed wording, for a phrase where the wording changes but the options do not — “Patient is [improving/stable/worsening]”, for example. Build one by adding the alternate words in the rich text toolbar as you create or edit the snippet. When you insert that snippet into a note, the dropdown appears inline; click it, choose an option, and your choice replaces the dropdown in the note.

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What Carries Forward

Snippet text behaves like anything else you type, so it carries forward into a new chart note along with the rest of your note, and its formatting is preserved. For a snippet with an alternate word dropdown, the selected value carries forward rather than the dropdown. The next note starts from the wording you chose, not from the list — so a carried-forward note does not ask you to pick again. Snippet content also renders as written in exported PDFs.

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FAQ

Can different providers have different snippets?

Yes. Set User Access on a snippet to limit it to specific providers. A snippet with User Access left empty is available to everyone on the site.

Why does a snippet not appear when I type my trigger character?

Check the snippet’s Chart Note Sections and User Access first — a snippet scoped to OBJECTIVE does not appear while you are typing in PLAN, and one scoped to other providers does not appear for you at all. If it appears in no section for anyone, confirm your trigger character in Profile → Preferences → General.

Does a dropdown stay a dropdown in the next note?

No. Carry forward keeps the option you selected, not the dropdown, so you do not have to re-pick a value you have already chosen.

Do snippets survive being exported to PDF?

Yes, including the wording chosen from an alternate word dropdown. The exported note reads as the note on screen reads.