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Creating and Maintaining Snippets

Learn how to create and utilize snippets for easy input into medical records, prescriptions, and more!

Updated over 2 weeks ago

Snippets

Snippets can be created to quickly add pre-populated text to any document field.

Any user with the “admin_charts” permission can manage Snippets in Admin.


Creating a New Snippet

To create a new Snippet, simply 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 inserted into a Chart template, it will automatically appear when this document is created for a patient. This is similar to how Default Order Notes work when ordering treatments 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, simply select the text field to display the notebook symbol below the field. Clicking on the notebook symbol will open the Snippets box, where you can then search for a specific Snippet by typing in the search field or by scrolling through the list. Snippets can also be quickly added to text boxes by using the keyboard shortcut of CTRL+S or by typing {{ in the text box.

Once a Snippet is selected, the information within that Snippet will populate in the text field, where you can then edit the Snippet or add additional Snippets.


💊 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.

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