Using Snippets in Consultation Notes and Letters

Snippets are like Auto Text within MS Word and allow you to enter sentences or blocks of text for later use throughout the program. They can be used within the Consultation Notes in Client Details or within Letters and can be formatted. However, if the formatted text gets too large or complex it maybe better to create a letter in the format required rather than a snippet.

 

To insert a Snippet in Consultations

 

Right click in the field,

Select Insert Snippet

Select the category and then keyword description for your Snippet to insert the saved body of text

 

 

A formatted Snippet

 

An example for a formatted snippet.

 

 

 

Inserting a Snippet into a Letter

 

Within Letters click on the Snippets tab (circled in red below) to display the categories available

Click on + to expand the categories

Double-click on the Snippet to insert it into the letter