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 added, users can manually edit the populated text or add placeholder content for fields requiring manual updates.

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. 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.