Snippets let you save reusable text (e.g., discharge language, protocols) and automatically insert the right pieces into AI-generated notes.
If you or your team haven't added any Snippets yet, you can add them by following this guide.
Open Snippet settings for a field
In Template Builder, create a new section or entry field, then:
Select either a paragraph or a list type (only these types can be improved with snippets).
Click the wrench icon and choose Snippets.
Tip: Set clear Instructions for the field (e.g., “Medications prescribed during the consultation”). The model uses the field’s generated content from your instructions to find relevant snippets.
How and where to insert snippets
In the Snippet panel, set How to insert snippets (screenshot label 1):
Add snippet to text – Appends matched snippets below the generated text.
Safest default; keeps what the AI wrote and adds your standardized language.Rewrite text with snippet – Uses the best-match snippet to rewrite the generated text (preserves meaning, standardizes wording).
Replace with snippets – Clears the field and inserts only matched snippets.
Use when you want the field to come exclusively from your snippet library.
2. Under Where to look for snippets (screenshot label 2), pick one or more folders (e.g., Medications, Take-Home Handouts).
This limits matching to the folders you select.
You can select multiple folders (the system searches across them).
Best-practice setup
Write instruction text that mirrors what you want matched.
Example for the Medications field: “List prescribed medications during the consultation.”
Example: “Ear Infection: Medications – daily cleaner + drops after cleaning.”Use “Replace with snippets” for sections that should be purely standardized.
Use Add or Rewrite when you still want AI to draft and snippets to enhance it.Avoid empties: If you choose Replace, consider adding a simple default in the field (e.g., “No medications prescribed.”) in case no snippet matches.
Troubleshooting
“Nothing inserted”
Check that you selected the correct folders/tags.
Loosen the behavior from Replace to Add to confirm matches.
Ensure the field’s Instructions and content contain the concepts your snippets cover.
“Wrong snippet inserted”
Tighten the folders (remove unrelated libraries).
Improve snippet descriptions and names for clearer matching.
“Duplicates in a list”
Use Standardize a list with snippets to map and dedupe.
Also, see Add Snippets Manually.