Snippets

Attestation statements. Formatting instructions. Discharge template prompts. Return precaution language. You type the same phrases hundreds of times a month — often word for word, shift after shift.

Snippets let you save those phrases once and insert them with a single click. No more copying and pasting from notes, no more typing the same instructions over and over. Just click your saved snippet and get exactly what you need.

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What Are Snippets?

Snippets are saved text templates that you can insert into your prompt with one click. Each snippet has a short label (what you see in the list) and the full text (what gets inserted when you click it).

Think of them as your personal clipboard of frequently used prompts, instructions, and templates — organized per assistant and ready whenever you need them.

Key characteristics:

• Per-assistant — HPI snippets stay with HPI, MDM snippets stay with MDM. Each assistant has its own snippet library.
• Two categories — "First Prompt" snippets for starting a new case, and "Follow-Up" snippets for common follow-up instructions.
• One-click insertion — click a snippet and its text appears in the prompt. No typing required.
• Persistent — your snippets are saved to your account and available across devices.

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Two Categories of Snippets

Snippets are organized into two categories based on when you use them during a chat conversation.

First Prompt Snippets

These are templates for starting a new case. They appear when the chat thread is empty — before you've sent your first message.

Example:

• Make this short and concise:

When you click a First Prompt snippet, the text is inserted into the prompt. This allows you to enter data below the template text before submitting.

Follow-Up Snippets

These are commands for refining or extending a response after the initial generation. They appear once you've started a conversation — after the first message has been sent.

Examples:

• Add return precautions
• Format as bullet points
• Include shared decision-making documentation
• Add work/school restrictions
• Make this short and concise

When you click a Follow-Up snippet, the text is sent immediately — no extra clicks needed. This makes refinements quick and easy. You click the snippet and the AI processes it right away.

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How to Insert a Snippet

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Managing Your Snippets

Creating and Editing Snippets

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Snippet Use Cases

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Pro Tips

• Start with Follow-Up snippets. These save the most time because they auto-send. Think about the refinements you type most often — attestations, formatting instructions, return precautions — and save those first.
• Keep labels short and descriptive. You'll be scanning a list of snippets quickly. Labels like "Attestation" or "Bullet format" are easier to find than "My preferred attestation statement for charts."
• Use First Prompt snippets for consistency. If you always start HPI generation with the same preamble, save it as a snippet so every case starts the same way.
• Snippets are stored per assistant — your MDM snippets are separate from your HPI snippets
• Snippets work in palmER Colab too. Colab has its own snippet library. Save frequently asked Colab questions (like Generate discharge instructions for this patient) as Colab snippets.

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