Message snippets in the plan building tool

Overview

With custom message snippets in the plan building tool, you can build a library of message templates to help you spend less time building plans and more time with your patients. You can also favorite your most-used snippets to save yourself even more time. Up to 25 custom snippets can be saved in the plan tool, and up to 5 snippets can be favorited for quick application to plans.

Creating snippets in the message field (with draft)

As you write messages in plans, you can convert the message to a snippet to reuse it later. When a message is added to the message field, a Create snippet option appears that you can select to quickly convert the message to a saved snippet in just a few steps.

To save a message as a snippet:

1. Enter a message in the add a message field.

2. Select Create snippet when you’re done.

   

3. You’ll be redirected to the Snippets modal. Here, you’ll add a title for the new snippet, and have an opportunity to make any changes. When finished, click Save snippet.

   

Creating message snippets without a draft

You can also create message snippets in the Snippets modal without entering a draft. This path is ideal for managing snippets at any time outside of creating new plans.

To create new snippets without a draft message:

1. Select the Message icon ( ) in the lower right-hand corner of the message field, then select Manage snippets. In the modal, select Manage snippets.

   

2. Select Create snippet.

   

3. Add a snippet title and write your message. Use the formatting menu to customize how your message looks. When you’re done, click Save snippet.

   

Applying snippets to supplement plans

Snippets can be applied right from the message field if they’ve been favorited, or you can browse snippets in the Snippets modal and apply the most applicable one.

To apply a favorited message snippet from the message field:

1. Click the Message icon ( ) from the right-hand corner of the message field.
2. Select a favorite snippet from the drop-down menu to apply it to the plan.
   
3. Make any necessary customizations to the message and continue writing the plan.

To apply other, non-favorited message snippets:

1. Click the Message icon ( ) and select Manage snippets.
   
2. Browse your message snippets to find one you’d like to apply and select Attach to attach it to the supplement plan.

   

Favoriting snippets for quick application

Save time writing supplement plans by favoriting your frequently used message snippets. When favorited, you can apply them directly from the message field. You can favorite up to 5 message snippets.

While creating new message snippets, select the Star icon ( ) to favorite a snippet immediately.

To favorite a message snippet that already exists, you’ll need to visit the Snippets tab in the Resources modal.

To favorite an existing message snippet:

1. Click the Message icon ( ), then select Manage snippets.
2. Click the Star icon ( ) to the left of the snippet title to add it to your favorites. You can then click the X to close the modal and return to the supplement plan or click Attach to apply it to the plan.
   

Editing message snippets

To edit a message snippet:

1. Select the Message icon ( ), then select Manage snippets.
2. Hover over the snippet you’d like to edit, and click the pencil icon ( ) to the right of its title.

   

3. Make necessary changes then select Save snippet.

Deleting message snippets

To delete a message snippet:

1. Select the Message icon ( ), then select Manage snippets.
2. Hover over the snippet and click the trash can icon ( ) to the right of its title.

   

3. You’ll be asked if you want to delete the snippet. If you’re sure you want to delete the snippet, click the Delete button.