In SimplePractice, you can create a snippet to save commonly used text or phrases, to save time while writing client notes. You can use custom snippets to stock frequently used text or phrases, and easily add them to a client’s file in an administrative note, chart note, progress note, psychotherapy note, other document, or a diagnosis & treatment plan.
In this guide, we’ll cover:
- Creating a snippet
- Editing a snippet
- Adding a snippet to your note, other document, or diagnosis and treatment plan
- Sharing snippets with your group practice
- Using snippet folders
- Accessing snippets according to a team member’s role
- FAQs
Note: Snippets are only available on the Essential and Plus plans.
Creating a snippet
To create a custom snippet:
- Navigate to a client’s Overview page
- In the text toolbar of a client note, other document, or diagnosis & treatment plan, click the lightning bolt icon
- Select Manage snippets
- Click + New snippet
- Add a title and text for your snippet
Your edits will automatically save. Once your edits are complete, you can exit from the Snippet library by clicking the x in the upper right corner for your edits to save automatically. You can confirm when your snippet was last autosaved in the lower right corner.
You can access snippets from any client's administrative note, chart note, progress note, psychotherapy note, other document, or a diagnosis & treatment plan.
Note: In progress notes, snippets are only available to use in long answer (multi-line text) fields.
To use the snippet, see Adding a snippet to your note, other document, or diagnosis and treatment plan.
Editing a snippet
To edit a custom snippet:
- Navigate to a client’s Overview page
- In the text toolbar of a client note, other document, or diagnosis & treatment plan, click the lightning bolt icon > Manage snippets
- Select the snippet in question
- Make edits as necessary
You can also click the 3 horizontal dots to duplicate the snippet, move it to another folder, or delete the snippet.
Adding a snippet to your note, other document, or diagnosis and treatment plan
To use a snippet while writing a client note, other document, or diagnosis & treatment plan:
- In the text toolbar, click the lightning bolt icon
- Select a folder, if necessary
- Choose the snippet you’d like to use
- Click Use snippet
Sharing snippets with your group practice
If you have an existing snippet in your Your snippets folder, you can duplicate it and move the duplicate snippet to your Practice snippets folder.
Note: To see who can view, use, edit, and share snippets in the Practice snippets folder, see Accessing snippets according to a team member’s role.
To do this:
- Navigate to a client’s Overview page
- In the text toolbar of a client note, other doucment, or diagnosis & treatment plan, click the lightning bolt icon > Your snippets
- Choose the snippet in question
- Select the 3 horizontal dots > Duplicate snippet
- Update the title and/or text as needed
- Select the 3 horizontal dots > Move to > Practice snippets
Note: There isn’t a way to share snippets with clinicians who aren’t in your group practice.
Using snippet folders
To organize your snippets, you can create custom snippet folders. Custom folders can be created under Your snippets or Practice snippets.
To make a custom snippet folder:
- Navigate to a client’s Overview page
- In the text toolbar of a client note, other document, or diagnosis & treatment plan, click the lightning bolt icon > Manage snippets
- If this folder will be shared across your practice, click Practice snippets
- Click + New folder
- Enter the name of your new folder
You can move any of your snippets, or applicable practice snippets, into your custom folder. To do this, see Sharing snippets with your group practice.
You can also rename or delete a snippet folder. To do this:
- Hover over the snippet folder in question
- Click the three dots next to it
- Select Rename or Delete
Accessing snippets according to a team member’s role
If you’re in a group practice, see the table below on what access each team member has to snippets.
Team member role | Access to snippets |
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FAQs
Does SimplePractice provide snippets?
If you have Behavioral health therapy, Chiropractic, or Speech-language pathology selected as your specialty at Settings > Profile > Clinical info, you’ll have access to a folder titled SimplePractice snippets. This folder will contain commonly used snippets for that specialty.
Note: In a group practice, team members will have access to snippets in the SimplePractice snippets folder based on the Account Owner’s specialty.
You’ll only be able to access snippets in the SimplePractice snippets folder from one of the following specialties: Behavioral health therapy, Chiropractic, or Speech-language pathology. If you update to a different specialty, snippets in the SimplePractice snippets folder for the new specialty won’t appear in your account; however they can be manually added as needed. If you need assistance with this, please submit a help request.
Can I add macros to snippets?
Note: These macros are only available on the Essential and Plus plan.
When editing the text for your snippets, you can include macros that auto-populate information about your clients. To add a macro to a snippet, click the macro icon and select the macro you want to add from the dropdown menu:
You can choose from the macros listed below:
- Client full name
- Client first name
- Client last name
- Client birth date
- Client next appointment date
- Client next appointment time
Macros can also be used when adding administrative notes, chart notes, progress notes, psychotherapy notes, other documents, and treatment plans (Simple and Basic treatment plans only) to a client’s profile.