1. Introduction
Discover how snippets can significantly streamline your workflow for creating thorough and accurate clinical notes, enhancing both efficiency and productivity in your documentation process.
2. Navigate to Patients Section
Click on the Patients section to search for the patient you wish to add a clinical note for. Please note that everything demonstrated in this video is also accessible within the appointments screen, whether for virtual or in-person visits.
3. Open Search Function
Click the Search option to find a specific patient.
4. Select Patient Record
After filtering the patient list by name, date of birth, email, phone number, or health card information, you will be able to select the desired patient.
5. Add New Clinical Note
Click the add button to create a new clinical note for the patient.
6. Opening the Snippets Menu
In the note section's top menu, you'll find an icon labeled Snippets. Here, you can add, edit, or delete previously created snippets.
7. Snippets Menu
Upon clicking the snippets tab, a side panel will open, displaying a list of previously created snippets. From this screen, you can edit existing snippets or create new ones. Snippets are predetermined shortcuts designed to expand brief text into more comprehensive sections as necessary. You can create snippets for personal use or for the entire clinic, provided you have the required user permissions. Additionally, you can filter the view to display either your personal snippets or the clinic-wide snippets.
8. Enter Note Content
If you have already created snippets, there is no need to click on the snippets icon to add them. Simply type "Forward Slash Twice" in the clinical note, and a list of your snippets will appear. You can continue typing to filter the options further. Once you’ve found the desired snippet, you can either select it from the menu or press Enter or Tab to insert it.
9. Navigate to Note Section
As you can see, a simple snippet like //fyi can easily expand into the complete phrase "For your information." The possibilities are endless, allowing you to creatively customize your own snippets within the platform.
With snippets in EMERGE, you’re not just speeding up documentation—you’re shaping a smarter, smoother day for you and your patients. Thanks for being part of this journey.