Overview
The Quick Snippets feature in Kalix allows you to quickly insert pre-saved phrases, recommendations, responses, images, tables, or even entire templates into your documents and messages. This feature is designed to save time and improve accuracy when documenting and communicating with clients, ensuring consistency and efficiency across your practice.
Key Benefits:
Speed up documentation: Save frequently used recommendations, text, and images (such as your signature) and tables to insert them into documents or messages with a click.
Consistency: Ensure you're providing uniform responses and recommendations across your practice.
Flexibility: Create Quick Snippets for both chart notes and messaging, adapting to different contexts.
Accessing Quick Snippets
Quick Snippets can be easily created and edited from several locations in Kalix:
1) Via the Quick Snippet Page
Select the Documents tab on the top menu bar, followed by Quick Snippets.
Click on the Orange Plus icon to create a new snippet.
3. You can select an existing entry to edit.
The only location in Kalix where existing Quick Snippets can be edited is the Quick Snippets page under Documents.
2) Directly from Text Blocks in Documents/Templates
You can also create new snippets directly from text blocks in documents or templates.
Select the Create New Quick Snippet button on the edit bar, as shown below.
Click on the button below to learn more about Text Blocks.
3) When Creating/Editing Custom Elements
Quick Snippets can be inserted into custom elements while they are being created or edited as part of the document template set-up.
Please note: Quick Snippets cannot be used to fill out custom elements while creating client documents. During charting and documentation, text blocks are the only element type that can utilize Quick Snippets.
While Editing Custom Elements
To create Quick Snippets while editing a custom element, please follow the instructions below:
Open your document template.
Scroll to the custom element you wish to edit.
Click on the pencil icon located on the top right of the element in the light purple edit bar.
Select the Create New Quick Snippet button on the edit bar, as shown below.
To learn more about editing custom elements, please click the below button.
While Creating Custom Elements
Open the template where you would like to add the custom element.
From the Add New Elements side panel, click and drag the "Custom" option onto the desired location for the new custom element.
Click "Create New," as shown in the video below.
4. Select the Create New Quick Snippet button on the edit bar, as shown below.
To read more about editing custom elements, please click the below button.
4) Via the Message Composer
When composing email or fax messages, new Quick Snippets can be created directly from the message composer to streamline your communication process.
Understanding the Quick Snippets Fields
Wherever you create Quick Snippets from, once you have clicked on the New Quick Snippet button, the below window will appear with the following fields.
Quick Snippet Type
In this field, you specify whether the Quick Snippet will be used for Documents or Messages.
Documents: Used in documents or templates.
Messages: Used in client and contact (email & faxing) messaging.
Selecting the correct type ensures that your Quick Snippet is applied in the appropriate context.
Lookup Name
The Lookup Name is the name you assign to your Quick Snippet entry. You'll search for this term when inserting the Quick Snippet into documents or messages.
Tip: Choose a specific and descriptive name so you can easily find it among a long list of entries.
Example: Instead of using a general name like "Follow-Up," use "RD Follow-Up: Weight Management" for easy identification.
Description
Use the Description field to provide details about the Quick Snippet's purpose and how it should be used. This is a useful reference, especially if multiple users access the same Quick Snippet entries.
Example: “This Quick Snippet is a follow-up message template for post-session check-ins with patients. Customize the fields as necessary for individual patients.”
Text Editor
The Text Editor allows you to create and format your Quick Snippet. The editor supports the following:
Headings
Apply heading styles (H1, H2, H3, etc.) to create structure in your document.
To add a heading, highlight the text and choose the appropriate heading style from the formatting toolbar.
Bold, Italics, Strikethrough, Underlining
Emphasize specific parts of your text to ensure clarity and highlight important information.
To add a heading, highlight the text and choose the appropriate style from the formatting toolbar.
Lists (Bullets & Numbering)
Organize your content using bullet points or numbered lists for clear and concise information presentation.
Highlight the text you wish to format and choose the bullets or numbering option from the formatting toolbar.
Tables
Add tables to display information in an organized and structured format.
To insert a table, click the table icon and choose "Insert Table."
Enter the number of rows and columns you want.
Click "Insert".
Paragraph Alignment & Indent
Align your text to the left, right, or center to match the structure of your document. Insert or decrease the indent used.
Highlight the text you wish to format and choose the formatting option from the formatting toolbar.
Hyperlinks
Insert clickable links to external websites or resources for easy navigation.
To insert a hyperlink, place your cursor in the text box where you wish the link to appear.
Click the link icon and then choose "Insert Link."
Insert Table window will appear.
Paste the URL into the "Web Address" field.
Type in the "Display Text" field to the link a display label.
Select "Insert".
Images
Insert images like your business logo, signature or other visual elements.
To add an image, place your cursor in the text box where you wish the image to appear.
Click the image icon and upload the desired file from your computer or device.
Auto Text Fields
Automatically pull in system data such as client name, appointment date, or practitioner details. This feature helps personalize documents without manual entry.
Place your cursor on the area where you wish to add the Auto-Text Field.
Click on the Auto Text button.
Choose the appropriate field and click to select.
Inserting Quick Snippets
To insert a Quick Snippet, select the Insert Quick Snippet from the edit bar (or CRL Q).
Search for the desired Quick Snippet by Look Name.
Click or press enter to select and insert.
Best Practices for Using Quick Snippets
Create specific Quick Snippets entries for different types of communication. For example, you might have separate entries for post-consultation follow-ups, or client education materials.
Use auto-text fields where applicable, such as client names or appointment dates, to personalize your communications automatically.
Review and update your Quick Snippets regularly to ensure they reflect the most current best practices and information for your practice.