Skip to main content
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

Action Result Type **/** at the end of any sentence Palette opens under the cursor Continue typing Live‑filter by label / group (/hip, /exam:hip) ↑ / ↓ Navigate results Enter / Tab / Click Insert highlighted snippet Esc Close palette (press twice if filtering by group) Backspace just after / Close palette Type two spaces Quick close Example flow- Type Hip /
  • Press ↓ to highlight “Hip: tender to palpation”
  • Press Tab → phrase is inserted, caret moves to the end, palette closes

​

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‑sheetKey
Palette open Search bar focused / Re‑open palette — ↑ / ↓ Cycle suggestions Cycle suggestions Enter / Tab Insert snippet / open group Insert / open Esc Leave group → close search → close palette Clear group → close palette ⌫ (Backspace) right after / — Close palette

​

​
Managing snippets (Admin & power users)

  • Navigate to Profile → Preferences → Text Snippets.
  • Click “Add Snippet” or edit an existing one.
  • Fill in:
  • Title (required, no : or double‑spaces)
  • Group (optional, same restrictions)
  • Snippet text (required)
  • 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. TroubleshootingSymptomLikely causeFixTyping / does nothingFeature flag disabledEnable EHR_TEXT_SNIPPETSPalette shows “No items match”No snippets or filter too narrowAdd snippets or clear search / groupValidation error: “Title cannot contain …”Forbidden character in title/groupEdit the fieldPalette closes unexpectedlyTwo spaces typed or / deletedRe‑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.