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.