Snippets can be used to quickly insert a predefined segment of text in various places throughout DaySmart Vet. Once the Snippet template has been created you can use them in the following areas:
Medical Notes
Letters
Email Body
Lab Results/Notes
Pharmacy Instructions (via new medical record or new invoice item)
Log Communication
To add a content snippet:
Click on "Settings"
Click on "templates" and select the option to create a new template
Complete the form that appears (be sure to select "content snippet" as the type). Also, 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.
Enter the content in the field that appears
Click "save" to save your changes
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 medical notes and letters by entering the hashtag you defined when creating the snippet.
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.
Tips & tricks for creating a snippet!
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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 "content snippets" label
Click on the plus icon next to the applicable content snippet you wish to add
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.
To learn more about creating letters in DaySmart Vet, please see Working with Letters |
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"
To add a snippet using a hashtag, simply type a hashtag and the first few letters of your hashtag in any section of the medical note. 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.
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 click on the gear icon and select "edit template")
Make the desired changes
Click "save + done" in the blue navigation bar
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 click on the gear icon and select "edit template")
Make the desired changes to the body of the content snippet
Click the "save" button
To delete a snippet:
Click on "Settings"
Click on "templates" and select "view snippets"
Click on the gear icon and select "delete template"
Confirm your intent to delete the template
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"