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Two different tools, often confused. A template is the shape of a whole note and opens as a form. A snippet is a block of text you reuse inside a note.

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Use a pre-built template

The Templates page — “Simplify documentation with pre-built templates” — carries a yellow Legal Disclaimer panel. Read it once. A template is a starting structure, not clinical or legal advice, and what you sign is your responsibility.
1

Pick a template

Select Use on the card you want. The ⋯ menu on each card also offers Use Template, Preview and Copy Content if you would rather look before committing.
2

Fill in the form

The template opens as a note form headed Template Notes. Work down it.Two shortcuts sit alongside: Upload file attaches supporting material to the note, and Load last note opens a Previous Template Notes list so you can pull forward what you wrote for this person last time instead of retyping it. AI Note Taker is here too — see Generate a note with AI.
3

Save the note

Save Draft keeps it open for later. Sign & Lock finishes it, and saves a draft for you first so nothing is lost between the two.
The pre-built templates that ship with ClinikEHR are shared library content, so they cannot be removed from your clinic. If one does not suit how you work, build your own version under Custom Templates and use that instead.

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Build your clinic’s own template

Select Custom Templates in the left rail — “Templates created by your clinic staff” — then Create Template. Custom templates are shared with everyone in the clinic, so name them the way your team would search for them. Building custom templates needs the Starter plan or above. On the Free plan the page shows an upgrade prompt in place of Create Template; see Change your plan.

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Keep reusable text as snippets

A snippet is a short block you type often — a standard set of advice, a follow-up instruction, a normal-examination paragraph.
1

Create it

Select Snippets, then Create. Enter a Snippet Name, a description so colleagues know when to reach for it, and the content itself. Content is capped at 1000 characters — a snippet is a paragraph, not a template.
2

Use it in a note

Select Copy & Use on the snippet’s card. You will see a confirmation naming the snippet: “Snippet Copied — ‘Follow-up advice’ has been copied to your clipboard”.Now go to your note and paste it in, with Ctrl+V (⌘+V on a Mac).
Copy & Use copies to your clipboard — it does not insert into the note. Nothing appears in the note until you paste. This catches almost everyone the first time: they select Copy & Use, see the note unchanged, and select it again. Paste once instead. Each snippet card also offers Preview, Edit and Delete. Snippets are shared across the clinic, so deleting one removes it for everybody.

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Templates or snippets?

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Check it worked

A template you used opens as Template Notes with its sections in place, and the finished note appears under Recent Notes on the Notes dashboard. A template you built appears on the Custom Templates page for every member of your clinic. A snippet you pasted shows its text in the note body — if the body is unchanged, you have copied but not pasted.

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If something goes wrong

Custom templates need the Starter plan or above. The pre-built templates stay available on every plan.
It copied. Put your cursor in the note and paste. If your browser blocked clipboard access, open the snippet’s Preview, select the text and copy it manually.
Snippet content stops at 1000 characters. If you need more than that, it is a template rather than a snippet — build it under Custom Templates.
Custom templates and snippets are clinic-wide, so a colleague who cannot see yours is probably signed in to a different workspace. See Switching workspaces.