Using Text Snippets

• Where You Can Use Snippets
• Creating a Snippet
• Understanding Snippet Categories
• Choosing Between Plain Text and Rich Formatting
• Creating Snippets Directly from the Rich Text Editor
• Managing Your Snippets Library

Where You Can Use Snippets

You'll find snippets ready to support you across multiple areas of your practice:

• Session notes
• Protocol notes
• Chat messages
• Invoice summary and footer
• Food, lifestyle, and supplement recommendations
• Appointment notes
• Package notes

Creating a Snippet

Building your snippet library is straightforward and helps ensure consistency in your documentation.

To access your Snippets:

1. Go to Settings & Preferences > Shortcuts & Snippets.
   
    
2. For your first Snippet, click the Add Snippet button.
   
   • For subsequent Snippets, click the Fast Action Button in the bottom right corner.
     
      
3. Enter a name or short description for your snippet (for example, "Importance of Hydration").
    
4. Select an optional category to organize your snippet.
    
5. Choose your formatting preference: Plain text or Rich text.
    
6. Add your snippet content in the editor.
    
7. Click Save to preserve your snippet. 

Understanding Snippet Categories

Categories give you control over where your snippets appear. When you assign a category to a snippet, it will only display in relevant sections of your portal. For instance, a snippet categorized for protocols won't clutter your options when you're sending a chat message. This targeted approach keeps your workflow efficient and your snippet selections focused on the task at hand.

Choosing Between Plain Text and Rich Formatting

Practice Better supports different text formatting depending on where you're working. Some fields throughout your portal accept only plain text without special formatting like bold, italic, or lists. When you're adding content to session notes and protocol notes, however, you have access to rich text formatting options.

You'll know rich text formatting is available when you see the full-featured text editor with formatting controls.

Creating Snippets Directly from the Rich Text Editor

Practice Better makes it easy to capture useful content as you work. When you're creating notes or protocols, simply select the text you want to save, then click the Save Snippet button. This quick-capture feature helps you build your snippet library naturally as you document your client work.

Using Snippets

Inserting a snippet is as simple as typing two consecutive curly braces ({{) in any text editor where snippets are available. A menu will appear showing your available snippets.

Once you select your snippet, it automatically replaces the curly braces with your saved content.

💡 Building a comprehensive snippet library takes a little time upfront, but it pays dividends in consistency and speed as you grow your practice. Our support team is always here to help you make the most of this powerful feature.

Managing Your Snippets Library

Rearranging Snippets

Once you have saved at least two Snippets in Practice Better, you'll see the option to rearrange them in your list. 

Click and hold on the group of dots to the left of your snippet and drag it into your desired arrangement. 

Sharing Snippets

In the Plus or Team plans you can enable sharing of your Snippets to enable your team members to use them in their resources. 

1. From your Snippets list, click Manage Sharing. 
   
    

2. Use the top-right pick list to select your sharing mode:

   • Custom: Manage unique sharing settings for each snippet.
   • Private (not shared): Default setting. Snippets are not shared with team members.
   • All team members: Share snippets with all team members.
   • Specific team members: Share snippets only with selected team members.
   • Specific roles: Share snippets only with selected team roles.

   
    

3. Configure individual sharing settings on each snippet if you selected Custom.
    
4. Click Save to preserve your sharing settings. 

Transferring Snippets

The person who created the snippet is considered its "owner." You may need to transfer the ownership of a snippet to another team member. 

1. From your Snippets list, click the More Options Menu (3 dots) to the right of your snippet.
2. Select Transfer Ownership. 
   
3. Select the team member to whom you will transfer ownership of the snippets, select which snippets to transfer and click Transfer.
   
    
4. If you need to reverse the snippets transfer, use the team member switcher in the bottom-left corner to select the receiving team member and repeat steps 1-3 above.
   

Editing or Deleting Snippets

When your snippets need updating, it's easy to make adjustments. 

Editing Snippets

1. Go to Settings & Preferences > Shortcuts & Snippets and click Edit on the snippet you need to update.
   
    
2. Make your changes and click Save.

Deleting Snippets

1. From your Snippets list, click the More Options Menu (3 dots) to the right of your snippet.
2. Select Delete 
   
    
3. Confirm your choice by clicking the Delete button. This action cannot be undone.