Snippets

Save phrases you type every shift and insert them with one click. Snippets eliminate repetitive typing for attestations, templates, follow-up instructions, and more.

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 retyping, no more copying from a notes app, no more searching through old charts for that specific wording you like.

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 composer. No typing required.
Persistent — your snippets are saved to your account and available across sessions.

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 for you to review before sending. This gives you a chance to paste in your chart 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 rapid-fire refinements effortless. You click the snippet and the AI processes it right away.

Why the Difference?

First Prompt snippets insert text for review because you usually need to add case-specific data (like your chart) before sending. Follow-Up snippets auto-send because they're typically complete commands that don't need additional input.

How to Insert a Snippet

Click the snippet icon

Look for the text quote icon at the bottom-left of the composer input area (next to the send button). Click it to open the snippet popover.

Browse your snippets

The popover shows snippets for the current category — First Prompt snippets if the chat is empty, or Follow-Up snippets if a conversation is active.

Click a snippet to insert it

Click any snippet in the list. The behavior depends on the category:

First Prompt: Text is inserted into the composer for you to review and add to before sending
Follow-Up: Text is sent immediately to the AI

Managing Your Snippets

Creating and Editing Snippets

Open the Manage dialog

Click the snippet icon in the composer, then click Manage Snippets at the bottom of the popover.

Choose a category tab

Select the First Prompt or Follow-Up tab depending on which type of snippet you want to create.

Add a snippet

Click the Add Snippet button. Enter a label (short name that appears in the list, up to 50 characters) and the full text (what gets inserted, up to 10,000 characters). Click Save.

Edit or delete existing snippets

Hover over any snippet in the list to reveal the reorder (arrows), edit (pencil) and delete (trash) icons. Click the pencil to modify the label or text, or the trash icon to remove it. Reorder snippets with the up or down arrows in the list.

Snippet Use Cases

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 MDM 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.

Small Feature, Big Impact

Snippets might seem simple, but they compound. If you save 30 seconds per chart on repetitive typing and see 25 patients per shift, that's over 12 minutes saved every shift — just from snippets alone.

Snippets

Attestation Statements

Formatting Templates

Common Follow-Up Commands

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