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Supplement plans: Message snippets in the supplement plan tool

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Practitioners

In this article:

Overview
Creating snippets in the message field (with draft)
Creating snippets without a draft
Applying snippets to supplement plans
Favoriting snippets for quick application
Editing message snippets
Deleting message snippets

 

Overview

With custom message snippets in the supplement plan 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 supplement plan tool, and up to 5 snippets can be favorited for quick application to plans.

Tip! After applying a snippet to a plan, you can edit the message as needed.

 

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We're actively testing multiple plan-building experiences to improve the workflow of our practitioners. As you navigate this and related articles, select the tab matching the terminology in your experience to view information relevant to you.

 

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An example of a practitioner experience with Build plan terminology.

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An example of a practitioner experience with New prescription/recommendation terminology.

 

Creating snippets in the message field (with draft)

Before you continue, please select the button below that matches the terminology you see in your account:

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.

    Creating a snippet
  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.

    The snippets modal

Tip! You can also mark the snippet as a favorite by clicking the star icon (  ). Marking the snippet as a favorite before saving it allows you to quickly apply it to other plans you write in the future.

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.

    Creating a snippet from a custom message.
  3. You'll be redirected to the Snippets tab of 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.

    The snippets modal

Tip! You can also mark the snippet as a favorite by clicking the star icon (  ). Marking the snippet as a favorite before saving it allows you to quickly apply it to other plans you write in the future.

 

Creating message snippets without a draft

Before you continue, please select the button below that matches the terminology you see in your account:

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 Create snippet.

    Creating a snippet without a draft
  2. Add a snippet title and write your message. Use the formatting menu to customize how your message looks. When you're done, click Add to snippets.

    The snippets modal

Note: Underline formatting (example text) is unavailable as it's too commonly confused with clickable hyperlinks.

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 Create snippet.

    Creating a snippet without a draft
  2. Add a snippet title and write your message. Use the formatting menu to customize how your message looks. When you're done, click Add to snippets.

    The snippets modal

Note: Underline formatting (example text) is unavailable as it's too commonly confused with clickable hyperlinks.

 

Applying snippets to supplement plans

Before you continue, please select the button below that matches the terminology you see in your account:

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.
    Selecting a favorite snippet
  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 (   ), then select the Manage snippets.
    The manage snippets button
  2. Browse your message snippets to find one you'd like to apply and select Attach to attach it to the supplement plan.

    Attaching a snippet

Snippets can be applied right from the message field if they've been favorited, or you can browse snippets in the Resources 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.

Apply and customize a snippet.

 

To apply other, non-favorited message snippets:

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

    Attaching a snippet

 

Favoriting snippets for quick application

Before you continue, please select the button below that matches the terminology you see in your account:

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 right away.

To favorite a message snippet that already exists, you will 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.
    Favoriting a snippet

Tip! Click the Star icon (  ) for any previously favorited snippet to remove it from your favorites.

Save time writing 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 right away.

To favorite a message snippet that already exists, you will need to visit the Snippets tab in the Snippets 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.
    Favoriting a snippet

Tip! Click the Star icon (  ) for any previously favorited snippet to remove it from your favorites.

 

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.

    Edit a saved snippet

  3. Make necessary changes then select Save snippet.

Note: Any edits or modifications will not be applied to previous supplement plans where that snippet was used.

 

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.

    Deleting a saved snippet

  3. 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.

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