To apply a favorited message snippet from the message field: 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. Note: Underline formatting ( example text) is unavailable as it's too commonly confused with clickable hyperlinks. Use the formatting menu to customize how your message looks. Add a snippet title and write your message.Select the Message icon ( ) in the lower right-hand corner of the message field, then select Manage snippets.To create new snippets without a draft message:
You can then navigate to the Snippets tab on the left-hand side of the modal. Tip! The Resources modal can also be accessed by selecting the Attach resources button above the text editor. This path is ideal for managing snippets at any time outside of creating new treatment plans. You can also create message snippets in the Resource modal without entering a draft. Marking the snippet as a favorite before saving it allows you to quickly apply it to other treatment plans you write in the future.Ĭreating message snippets without a draft Tip! You can also mark the snippet as a favorite by clicking the star icon ( ). Here, you'll add a title for the new snippet, and have an opportunity to make any changes. You'll be redirected to the Snippets tab of the Resources modal.Select Create snippet when you're done.Enter a message in the add a message field.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. Tip! After applying a snippet to a treatment plan, you can edit the message as needed.Īs you write messages in treatment plans, you can convert the message to a snippet to reuse it later. Up to 25 custom snippets can be saved in the treatment plan tool, and up to 5 snippets can be favorited for quick application to treatment plans. You can also favorite your most-used snippets to save yourself even more time. With custom message snippets in the treatment plan tool, you can build a library of message templates to help you spend less time building treatment plans and more time with your patients. Creating snippets in the message field (with draft)įavoriting snippets for quick application
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