How to Create Snippets and Share

Writing therapy notes or messages doesn’t have to feel like reinventing the wheel every time. Snippets let you keep your most-used language ready and waiting inside the EHR—so when you’re completing a note or send a message, or storing any block of text, you’re not scrambling for the “right wording” or copying from an old chart like it’s 2017.

With Snippets, staff can save blocks of text, organize them by purpose, and share them with others when helpful. Think of them as your go-to building blocks: consistent, efficient, and always within reach.

Creating Snippets

1. Navigate to EHR → Library → Snippets. Here, you’ll see all Snippets that are currently visible to you.
2. Click Create Snippets to create a new one.
3. Give your snippet a clear, memorable title—something you’ll instantly recognize when you’re documenting.
4. Assign the Snippets to a specific category and/or section so it appears exactly where you need it.
5. Add your content. This can be commonly used phrasing, clinical language, or structured prompts you rely on regularly.

Keeping Snippets Private or Sharing Them

• Snippets can be kept private by removing any 'shared' roles.
• To share a Snippet, select one or more Roles you’d like to have access.
• If you want users in that role to be able to modify the Snippet, check the Edit Permissions box.

Accessing Your Snippets when Writing a Note

• To add and manage note snippets, you will want to navigate to Library → Snippets, however, when you create your intake/progress note (when EHR is client-ready), you'll have access to all your snippets from a side drawer. This will allow for immediate copy/paste/insertion into the desired section of the note. No need to navigate to the Library, no need to open multiple browser tabs.