Treatment plans & protocols: Message snippets in the treatment plan tool

Practitioners

In this article:

Overview
Creating snippets from the message field
Creating snippets from the content library
Applying snippets
Favoriting snippets for quick application
Editing snippets
Deleting snippets

Overview

Custom snippets in the treatment plan tool allow you to build a library of message templates so you can spend less time building treatment 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 treatment plan tool, and up to 5 snippets can be favorited for quick application.

Tip! After applying a snippet to a plan it can be edited and customized as needed.

Creating snippets from the message field

Create custom messages as you fill out a treatment plan by entering a message in the + Click here to add a personal message field and selecting Save as snippet when you're done. 

Creating a new snippet from the message field. 

Tip! Check off Mark as favorite before saving a snippet to quickly apply it to other treatment plans you write in the future.

Creating snippets from the content library

You can also create snippets within the content library. To create a snippet in the content library:

1. Select the   View content library button.
   

   

2. Select the Snippets tab on the left-hand side of the modal.
3. Select Create new snippet.

   

4. Enter a snippet title and message. Use the formatting menu to customize how your message looks. When you're done, click Save snippet. 

   

Applying snippets 

Snippets can be applied right from the message field if they've been favorited, or you can browse the content library to see all of your snippets and apply the most applicable one.

To apply a favorite snippet from the message field:

1. Click + Click here to add a personal message. 
   

   

2. Select a favorite snippet from the drop down menu to apply it to the treatment plan.
   

   

3. Make any necessary customizations to the message, or continue to fill out the treatment plan.

To apply a snippet from the content library:

1. Select the   View content library button.
   

   

2. Select the Snippets tab on the left-hand side of the modal.
3. Browse through your snippets to find the one you'd like to apply. Hover over the snippet and select Attach to attach it to the treatment plan. On mobile, tap the more options icon (  ), then Attach.
   

   

Favoriting snippets for quick application

Cut back on time it takes to write treatment plans by favoriting your frequently used snippets. Apply them directly from the message field without accessing the content library. 

To favorite a snippet:

1. Select the   View content library button.
2. Select the Snippets tab on the left-hand side of the modal.
3. Click the star icon (  ) beside the snippet title to add it to your favorites.

Favoriting multiple snippets in the content library. 

Editing snippets 

To edit a snippet:

1. Select the   View content library button.
2. Select the Snippets tab on the left-hand side of the modal.
3. Hover over the snippet and click the pencil icon (  ) to open the window where you can edit the snippet.

   

4. When you're done making changes, click Save snippet.

Deleting snippets

To delete a snippet:

1. Select the   View content library button.
2. Select the Snippets tab on the left-hand side of the modal.
3. Hover over the snippet and click the trash can icon (  ). 

   

4. You'll be asked if you want to proceed with deleting the snippet. If you're sure you want to delete the snippet, click the Delete button.
   

   Note: Once deleted, a snippet can't be recovered.