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Using Snippets in Consultation Notes and 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 in Consultations
 
Right click in the field,
Select Insert Snippet
Select the category and then keyword description for your Snippet to insert the saved body of text
 
 
A formatted Snippet
 
An example for a formatted snippet.
 
 
 

Inserting a Snippet into a Letter

 
Within Letters click on the Snippets tab (circled in red below) to display the categories available
Click on + to expand the categories
Double-click on the Snippet to insert it into the letter