Snippets are prewritten text that you can include in clinical notes, tasks, emails or any other written dialogue available in Principle simply by typing # (Hashtag) followed by the snippet Keyword.
There are two types of Snippet:
Shared Snippets: These are visible to everyone
Personal Snippets: These are only visible to your login.
Creating Shared Snippets
Navigate to Settings > Brand > Shared Snippets
Click Create Snippet
Enter the Name and Description of the Snippet.
Select a unique Keyword to make finding this Snippet easier.
Write the content of the Snippet in the editor.
Click Save.
When you open up any text dialogue in your Principle workspace, simply type [#] followed by the Keyword of the snippet and it will appear in the body of the message.
Note: these snippets are available for all staff to use.
Create Personal Snippets
Navigate to Settings > My Account > Personal Snippets and follow the same instructions above.
Note: these snippets will only be visible to your login.
Examples of Snippets
New Patient Exam
#New Patient Exam
Title/Description, tooth no.:
Prior warnings:
Process/steps and materials:
Post op instructions:
Discussion points:
Minor Oral Surgery
#Minor Oral Surgery
Reason for procedure - Procedure undertaken including technique used - Supporting test/data/symptoms - Any complications - An indication if homeostasis has been achieved - An indication if post-operative instructions were given - Need for review, as required
Appointment Gaps
#ApptGap
Hi (patient name), We're contacting you as a space has opened up to move your appointment up sooner.
Are you available on (Date, time)? Please contact us on
(Practice Phone number)
thanks,
Practice Name.
Using Snippets
Type in # and Keyword of the Snippet in any text dialogue within principle.
Select the Snippet from the dropdown menu.
The Snippet will pre-fill into the text dialogue.
