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Viewing the list of text snippets

1. Click the Setup button on the main toolbar
2. Click Text Snippet Categories.

Creating new text snippets categories

1. Click on the Setup button on the main toolbar.
2. Click Text snippet categories.
3. Click 

   Status
   title Create New

   .
4. Select Create text snippet category.
   
   

      5. Give the category a name.

      6. Click 

Creating new text snippet strings

1. Click on the Setup button on the main toolbar.
2. Click Text snippet categories.
3. Do one of the following:
   1. Click on the category the text string will be under and click 

      Status
      title Create New

      at the bottom of the screen.

b. Click on the category the text string will be under, R-click, and select create text snippet. 

4. In the Create text snippet dialog box, type in the text string and the auto-text that will be used to pull up the string. 

                    a. Optionally, click the lock icon to make the text snipped private.

      5. Click 

Adding text snippet string from patient journal tab

1. Open a patient file
2. Click on the patient Journal tab
3. Click 

   Status
   title New entry

    at the bottom of the screen
4. Click the  button at the top of the screen.
5. In the Create text snippet dialog box, type in the text string and the auto-text that will be used to pull up the string. 

6. Select the text snippet category that this text snippet string should appear under.

                  a. Optionally, click the lock icon to make the text snipped private.

        7. Click 

Editing text snippet categories

1. Click on the Setup button on the main toolbar.
2. Click Text snippet categories.
3. Click on the Text category on the right-hand panel and do one of the following:
   1. select

      Status
      title Edit Details

      at the bottom of the screen.
   2. R-click and edit details.
4. In the Edit Text Snippet category dialog box, edit the details as needed.
5. Click 

   Status
   title Update

Editing text snippet string

1. Click on the Setup button on the main toolbar.
2. Click Text snippet categories.
3. Click on the Text category.
4. Click on the Text snippet string and do one of the following:
   1. select

      Status
      title Edit Details

      at the bottom of the screen.
   2. R-click and edit details. 
5. In the Edit Text Snippet dialog box, edit the details as needed.
6. Click 

   Status
   title Update

Editing text snippet string from patient journal tab

1. Open a patient file
2. Click on the patient Journal tab
3. Click 

   Status
   title New entry

    at the bottom of the screen
4. Open a text snippet category and highlight a text snippet string.
5. Click the  button at the top of the screen.
6. In the Edit text snippet dialog box, make the changes needed.
7. Click Update.

Deleting text snippet categories

1. Click on the Setup button on the main toolbar.
2. Click Text snippet categories.
3. Click on the Text snippet category in the right-hand panel and do one of the following:
   1. select 

      Status
      title Delete

       at the bottom of the screen.
   2. R-click and select delete.

Deleting text snippet string

1. Click on the Setup button on the main toolbar.
2. Click Text snippet categories.
3. Click on the Text category.
4. Click on the Text snippet string and do one of the following:
   1. select

      Status
      title Delete

       at the bottom of the screen.
   2. R-click and select delete. 

Delete text snippet string from patient journal tab

1. Open a patient file
2. Click on the patient Journal tab
3. Click 

   Status
   title New entry

    at the bottom of the screen
4. Open a text snippet category and highlight a text snippet string.
5. Click the  button at the top of the screen.