Using Snippets in Consultation Notes or Letters

Snippets are like Auto Text within MS Word and allow you to enter sentences or blocks of text for later use throughout the program. They can be used within the Consultation Notes in Client Details or within Letters and can be formatted. However, if the formatted text gets too large or complex it maybe better to create a letter in the format required rather than a snippet.

 

To insert a Snippet

 

Right click in the field,

Select Insert Snippet

Select the keyword description for your Snippet to insert the saved body of text

 

For example: Cancelled Appointment was selected below and the text "Your last appointment...." was inserted.

 

 

A formatted Snippet

 

LetterBase is an example for a formatted snippet.