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A snippet is a short block of text you write again and again — standard advice, a follow-up instruction, a normal-examination paragraph. Read this first: the buttons on the Snippets page copy a snippet to your clipboard, they do not put it in a note. To insert one directly, type / in the note body.

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The two ways to use one, and why people get caught

The second one is what surprises everybody. You select Copy & Use, see a toast reading “Snippet Copied — “Follow-up advice” has been copied to your clipboard”, look at the note, and it is unchanged — so you select it again. It worked the first time. Put your cursor in the note and paste with Ctrl+V, or ⌘+V on a Mac. If you are already writing, the / menu is the faster route by a distance: arrow keys move through it, Enter or Tab inserts, Escape closes it. The note body says so itself — its placeholder reads “Start typing your note content… Type / for snippets”.

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What you’re looking at

Snippets — “Reusable text snippets for quick insertion” — opens on three counters: Total Snippets, Active Snippets and Avg. Length. Under them sits a Search snippets… box and a card for each snippet, showing Created by and its author, a badge counting its characters, a Copy button and a ⋮ menu. A brand-new practice sees “No snippets yet — Get started by creating your first snippet.” with a Create First Snippet button. A search that matches nothing reads “No snippets found. Try adjusting your search terms.”

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Create a snippet

1

Open the create dialog

Select Create Snippet in the header. The dialog is headed Create Snippet — “Create a new reusable text snippet”.
2

Name it the way you would search for it

Snippet Name (“Enter snippet name…”) is required and capped at 100 characters. This is the name you will scan in the / menu, so make it specific: “Post-op wound advice”, not “Advice”.
3

Say when to reach for it

Description (Optional) tells a colleague what the snippet is for. Snippets are shared across the practice, so someone who did not write it will be relying on this line.
4

Write the content

Snippet Content (“Enter snippet content…”) is required and capped at 1000 characters — “Content must be less than 1000 characters”. A snippet is a paragraph. Anything longer is really a template, so build it under Custom Templates.
5

Save it

Select Create Snippet. The card appears immediately with your name under Created by and its character count on the badge, and it is available in every colleague’s / menu straight away.

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Who can do this

Role decides whether Notes opens. Permission decides whether you may change the shared library. Snippets are practice-wide, not personal. Editing one changes it for everybody’s next note, and deleting one removes it from everybody’s / menu — though notes already written keep the text they were saved with. Two behaviours surprise people:
  • Enforcement is opt-in, per person. A colleague never saved in the permissions sheet is unrestricted; the sheet warns “Saving starts enforcing”.
  • A denied action is recorded; an allowed one is not. Hiding the page from a sidebar is a convenience, not a security boundary.
See Staff permissions.

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Check it worked

The snippet is on the Snippets page with the right character count, and Total Snippets has gone up by one. Open any note, type /, and the snippet’s name is in the Insert Snippet menu — choose it and its text appears in the note body. That is the real test: a snippet that is not in the / menu is not usable in a hurry.

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Common issues

It copied. Put your cursor in the note and paste. If your browser blocked clipboard access, open Preview, select the text and copy it by hand — or use the / menu instead, which does not touch the clipboard at all.
Creating snippets needs the Starter plan or above; hovering the button shows an upgrade card ending Upgrade to Starter. See Change your plan.
The content field stops at 1000 characters. Split it into two snippets, or build it as a custom template — see Note templates.
The menu adds “Create snippets in Notes → Snippets”. Nothing has been written for your practice yet, or you are signed in to a different workspace than the colleague who wrote them.
The empty-state button is not plan-gated in the same way as the header one. If you are on Free, treat the header button as the truthful answer and upgrade before relying on snippets.

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FAQ

The practice’s. Everyone sees every snippet, and Created by records who wrote it. There is no private list.
No. A note keeps the text it was saved with. The edit only affects insertions made after it.
It is stored as plain text, so what you type is what arrives. Format it in the note after inserting.
Yes. The / menu works in any note field, whether you started from a template or a blank page.