Snippets are reusable blocks of text that help speed up documentation and ensure consistency across charts, prescriptions, and communication logs.
Only users with the admin_charts permission can create, edit, or delete snippets in Admin.
Creating a new snippet
Follow these steps to create a new Snippet:
Click “+ New Snippet” at the top of the Snippet Admin page.
Enter the Snippet Name and Text, which can then be selected when filling out a document field in the Charts or Prescription sections of Instinct EMR.
If a snippet is added directly to a Chart Template, it will automatically appear when the document is created for a patient, similar to default order notes on the Treatment Sheet.
Editing a snippet
To Edit or Delete a Snippet,simply click the 3-dot menu to the left of the Snippet Label name.
Variables
Variables can be added to a Snippet by utilizing 2 curly brackets “{{” to insert the variable, as seen below:
When the Snippet with the variable is used, the Patient’s name will auto-populate into the desired fields.
Variables available are:
{{patient_name}}– Replaced by the patient’s first name{{patient_full_name}}– Replaced by the patient’s full name{{patient_pims_id}}– Replaced by the patient’s PIMS ID{{patient_age}}– Replaced by the patient’s age{{patient_sex}}– Replaced by the patient’s sex{{patient_breed}}– Replaced by the patient’s breed{{patient_species}}– Replaced by the patient’s species{{primary_contact_full_name}}– Replaced by the account’s primary contact’s full name
Charting Snippets
Snippets are a great tool, allowing you to quickly add pre-populated text or variables to any document field.
To add a snippet:
Click into a text field and select the notebook icon, or
Use CTRL + S, or
Type
{{directly into the text field
Search for a snippet by name or scroll through the list to select one. After insertion, you can edit the populated text or add additional snippets as needed.
Tip: For manual fields, consider applying bold text or including placeholders like [Enter Doctor Name Here] to ensure they are easily identifiable and not missed during editing.
Prescription Snippets
Prescribing information can also be added to Snippets, allowing you to quickly fill in the prescription instructions.
Comm Log Snippets
A Comm Log Snippet can make emailing invoices, records, and estimates to the client easy.
Standard Snippets
Vitals
There are a number of Vitals Snapshot Snippets to choose from!
Vitals Snapshot – Intake: inserts the patient’s intake vitals (weight, TPR, and ins/outs) for the current visit
Vitals Snapshot – SOAP: inserts the patient’s most recent 5 entries of weight, TPR, and ins/outs for the current visit
Vitals Snapshot – Latest: inserts the patient’s latest vitals (weight, TPR, and ins/outs) for the current visit
Vitals Snapshot – All: inserts all the patient’s vitals (weight, TPR, ins/outs) for the current visit
The following Vitals Snapshots inserts the patient’s latest vitals from the named category of the treatment sheet:
Vitals Snapshot – Latest Basic Observ.
Vitals Snapshot – Latest Infusions
Vitals Snapshot – Latest Monitoring
Vitals Snapshot – Latest Patient Care
Vitals Snapshot – Latest Medications
Vitals Snapshot – Latest Diagnostics
Vitals Snapshot – Latest Procedures
Vitals Snapshot – Latest Misc.
The following Vitals Snapshots inserts all the patient’s vitals from the named category of the treatment sheet:
Vitals Snapshot – All Basic Observ.
Vitals Snapshot – All Infusions
Vitals Snapshot – All Monitoring
Vitals Snapshot – All Patient Care
Vitals Snapshot – All Medications
Vitals Snapshot – All Diagnostics
Vitals Snapshot – All Procedures
Vitals Snapshot – All Misc
Treatment
Treatment Snapshot – All: Inserts the patient’s treatment list for the current visit, including discontinued orders
Treatment Snapshot – Medications: Inserts all the patient’s medications for the current visit from the treatment category of Medications, including any discontinued medications
Rx Meds
Rx Meds – Active: Inserts all active prescriptions from the Rx panel (does not include discontinued or voided)
Rx Meds – 30 Days: Inserts all prescriptions from the Rx panel that were created in the last 30 days
Rx Meds – All Time: Inserts all prescriptions from the Rx panel, including discontinued and voided
MPL
MPL – Active: Inserts all active main problems from the MPL for the patient
MPL – All: Inserts all main problems from the MPL for the patient, including resolved problems
Weight
Recent Weight: Inserts the patient’s most recent weight from the current visit
Variables
{{patient_name}} – Replaced by the patient’s first name
{{patient_full_name}} – Replaced by the patient’s full name
{{patient_pims_id}} – Replaced by the patient’s pims ID
{{patient_age}} – Replaced by the patient’s age
{{patient_sex}} – Replaced by the patient’s sex
{{patient_breed}} – Replaced by the patient’s breed
{{patient_species}} – Replaced by the patient’s species
{{primary_contact_full_name}} – Replaced by the accounts’ primary contact’s full name.