Overview
Once the Snippet template has been created, you can use them in the following areas:
Medical Notes
Letters
SMS - In the Client's Communication tab and Inbox (If 2 way SMS is enabled)
Email Body
Lab Results/Notes
Pharmacy Instructions (via new medical record or new invoice item)
Log Communication
Appointment Notes
Estimate Notes Field
Invoice Notes Field
Medical Record Notes Field
Task Notes Field
Reminder Notes Field
Appointment Status Field
New Reminder Bundle Notes Field
Diagnosis Notes Field
Creating a Content Snippet
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Click on "Settings"
Click on "Templates" and select the option to create a "New Template" Complete the needed information in the box
Select "Snippet" for the type of template.
The "Title" is referring to how you will find the snippet within your snippet template list in settings and when adding it to a letter through the "Snippets" variable section.
The hashtag that you select here will be used to identify this snippet in medical notes and letters. You do not need to type in "#" as that is implied in the "Hashtag" field.
The "Description" field is where you can enter what the snippet is used for. This description is displayed next to the snippet in the templates in settings.
Click "Save"
Once you hit save, you will be directed to a new screen that will allow you to type in the content of the snippet. This is the content that will appear where ever you apply this snippet.
Once you create content snippets, you'll be able to use them in the allowed areas of the system.
A hashtag has to be created in order to use a snippet in the listed snippet areas above, with the exception letters and medical notes, where you can add snippets from the letter or medical note directly.
Tips & tricks for creating a snippet!
• Do not include the # symbol in the snippet "Hashtag:" section at the time of creation. Only when adding the snippet to the desired area (medical note, letter, etc).
• Snippets are case sensitive. It may be easier to use all caps or all lowercase.
• You can use the following symbols to separate the words: like-this, or like_this, or like.this.
• If the snippet will be used in the Instruction field, keep in mind the 200 character limit. Going over this limit will prevent the record from being saved.
How to use a Snippet with a Hashtag
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To add a snippet using a hashtag, simply type a hashtag and the first few letters of your hashtag. As you type, you'll see a list of available snippets that match what you've typed. Select the desired hashtag and the content will be added automatically. Place your cursor where you want to add the content snippet before adding the content.
Date and Time Stamps
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There are built in snippets for Date and Time Stamps that you can use to mark what date/time you made a note. These will also add your staff initials at the end. Use #date and/or #time right away without any setup!
These are especially useful when adding notes to medical notes or appointment notes acting as a stamp on when that information was added and by who.
How to add a Snippet to a Letter Template
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There are two ways to add a snippet to a letter - selecting from a list or using a hashtag. To add a snippet from a list:
Navigate to the applicable letter
Click on "Edit"
Click on the arrow icon next to the "Snippets" label
Click on the plus icon next to the applicable content snippet you wish to add
To learn more about creating letters in DaySmart Vet, please see click here.
How to add a Snippet to a Medical Note
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There are two ways to add a content snippet to a medical note - selecting from a list or using a hashtag. To add a snippet from a list:
Navigate to the applicable medical note
Click on "Medical Note" and select "Add Snippet"
Select which snippet you wish to add, and where you want to add it
Click "Add"
Editing, Deleting or Duplicating a Snippet
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To edit a snippet's profile:
Click on "Settings"
Click on "Templates" and select "View Snippets"
Click on the title of the snippet you wish to edit or select the "Edit" button on the right of the applicable snippet
Click "Edit Template" on the top left
Make the desired changes
Click the "Save + Done" button
To edit a snippet's content:
Click on "Settings"
Click on "Templates" and select "View Snippets"
Click on the title of the snippet you wish to edit or the "Edit" button on the right of the applicable snippet
Make the desired changes to the body of the content snippet
Click the "Save" button on the left above the snippet content
To delete a snippet:
Click on "Settings"
Click on "Templates" and select "View Snippets"
Click the "Delete" to the right of the snippet you wish to delete
Confirm your intent to delete the template by typing "delete" in the box shown
To duplicate a snippet:
Click on "Settings"
Click on "Templates" and select "View Snippets"
Click on the gear icon and select "duplicate" (or click on the title of the snippet and click on "duplicate" in the blue navigation bar)
Complete the form that appears
Click "Save"