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Using snippets

Using snippets

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, assessment, or a diagnosis & treatment plan.

In this guide, we’ll cover:

Note: Snippets are only available on the Essential and Plus plans.


Creating a snippet

To create a custom snippet:

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  • Select Manage snippets

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  • Click + New snippet

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  • 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, assessment, 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, assessment, 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, assessment, 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.

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Adding a snippet to your note, assessment, or diagnosis and treatment plan

To use a snippet while writing a client note, assessment, 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

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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:

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  • Choose the snippet in question
  • Select the 3 horizontal dots > Duplicate snippet

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  • Update the title and/or text as needed
  • Select the 3 horizontal dots > Move to > Practice snippets

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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:

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  • If this folder will be shared across your practice, click Practice snippets
  • Click + New folder

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  • 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

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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
  • Account Owner
  • Clinician with entire practice access
  • Can view, use, edit, delete, and duplicate all snippets in the Practice snippets folder and in their own Your snippets folder
  • Can move all snippets from the Practice snippets folder into their own Your snippets folder
  • Can move any snippets from their Your snippets folder to the Practice snippets folder
  • Can create, rename, and delete custom folders under Your snippets and Practice snippets folders
  • Clinician with full client list access
  • Clinician with billing access
  • Clinician with basic access
  • Supervisor (with or without a clinician role)
  • Can view, use, edit, duplicate, and delete all snippets in their own Your snippets folder
  • Can view and use all snippets in the Practice snippets folder, even snippets that they didn’t create
  • Can move any snippets from their Your snippets folder to the Practice snippets folder
  • Can only move snippets they created from the Practice snippets folder into their own Your snippets folder
  • Can only edit, delete, and duplicate snippets in the Practice snippets folder that they created
  • Can create custom folders under Your snippets and Practice snippets folders
  • Can only rename and delete custom folders they’ve created
  • Practice manager without a clinician role 
  • Practice biller without a clinician role
  • Practice scheduler without a clinician role
  • Can view, use, edit, duplicate and delete all snippets in their own Your snippets folder
  • Can create, rename, and delete custom folders under Your snippets folder
  • Can’t access the Practice snippets folder

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.

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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:

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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, assessments, and treatment plans (Simple and Basic treatment plans only) to a client’s profile.

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