Setting up text snippets

Owned by Jessica Colaw
Last updated: Aug 12, 2019
4 min read

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 CREATE NEW.
  4. Select Create text snippet category.

      5. Give the category a name.

           

      6. Click CREATE .

Set the category to Public or Private by clicking on the lock button.


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 CREATE NEWat 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 CREATE.


Adding text snippet string from patient journal tab

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



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. selectEDIT DETAILSat 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 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. selectEDIT DETAILSat 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 UPDATE


Editing text snippet string from patient journal tab

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


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