Save and insert referral snippets

Keep the instructions you repeat in one place and add them to a referral in two clicks.

Table of Contents

A snippet is a named piece of text, such as how you want results sent back. Snippets are shared with everyone at your clinic.

Save a snippet

Start a referral and click Manage on the Instructions card.
Enter a Snippet name and the Snippet text. Both are required.
Click Add snippet.

Use a snippet

On the Instructions card, open the snippet menu and pick one by name. The text drops in, and you can edit it for this referral without changing the saved version.

Up next

Next, read Use quick actions when you hover a name.