insert snippet in note, form, or report

From note
​1. Click Show Snippets
2. Click once in the text block where you want the snippet to populate
3. Select S, O, A,  or P 
4. If you don't see the snippet you would like, click 1, 2, 3, or 4 to find more snippets for each SOAP note section
5. Click the title of the snippet you want to populate into the text block. 
6. It will pull the information written below that title into the text block
If you would like to create a new snippet from a note, click the green Edit button to be directed to the snippet editor.

 From a form
1. Click Show Snippets
2. Click once in the text block where you want the snippet to populate
3. Select 1-8 to see a list of snippets
4. Click the title of the snippet you want to populate into the text block. 
5. It will pull the information written below that title into the text block
If you would like to create a new snippet from a form, click the green Edit button to be directed to the snippet editor.

From a report 
1. Create report 
2. Click Save 
3. Edit report
4. Now the Show Snippets button is available at the top of the report
5. Click Show Snippets
6. Click once in the report where you want the snippet to populate
7. Select 1-8 to see a list of snippets
4. Click the title of the snippet you want to populate into the report. 
5. It will pull the information written below that title into the report.
If you would like to create a new snippet from a report, click the green Edit button to be directed to the snippet editor.


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