Use Message Snippets

When communicating with your clients in the Client Portal, you may want to reuse certain standard messages to save time. PracticeQ allows you to build a collection of Message Snippets that can be quickly added to the message editor.

Build Message Snippets

1. From the home page, click the speech bubble icon.
2. Click the Settings button on the top right.
3. Select the Message Snippets tab.
4. Click the +Add New Snippet button.
5. Assign a Snippet Name; there is a 20-character limit.
6. Type the Snippet content.
7. If desired, check the box to share the Snippet with other practitioners in the system.
8. Click Save Snippet.

   

Use a Message Snippet

1. From the home page, click the speech bubble icon.
2. Select the client from the list on the left to open their portal.
3. Click the lightning bolt icon on the top right corner of the message text box.
4. A window will display showing your saved Message Snippets. Click the one you wish to use and it will populate in the message box.
5. You may also edit your Message Snippet collection from here by clicking Manage Snippets.