In this article we will go over how to set up your common phrases and how to use common phrases when entering notes.
Adding or Editing your List of Common Phrases
To start, go to your user name in the top right hand corner of the screen and click the drop down arrow. Click on the "Settings" option.
Once we click the settings option, we will need to go to "Edit Settings" shown below on the right side of the box.
The following screen will appear. "Add Phrase" option shown below is the next step to creating our phrases.
Once we click the "Add Phrase" option, the image below will appear. Type in a phrase that is used frequently. You can use these phrases for all your clients or for one client. Leaving the field blank will make the phrase for all clients. You can also add a shortcode, which can be up to 5 characters long, and can be used as a quick way to enter the phrase.
Once we have the desired phrase and client(s), save by selecting the "Save Phrase" option in blue at the bottom of the popup.
Inserting a Common Phrase within a Note (Search)
To apply your common phrases, go back to the case notes screen and select the icon above the notes field.
The following screen will appear. Just click on the phrase and it will be inserted into the note. The note will still be editable where you can add or delete anything you need for the note.
Inserting a Common Phrase within a Note (Shortcode)
The quickest way to enter a phrase is to use the "Shortcode" method. To use this, you will have needed to set up shortcodes for one or more of your phrases (see "Adding or Editing your List of Common Phrases" above). Once you have at least one shortcode set up, you can use the shortcode within the "Note" field of the Case Notes or Time Clock screen by simply typing the initiator sequence of "\\" and then the shortcode, and hitting the space bar.
For example, if we created a shortcode called "abc" for a phrase, we would simply type "\\abc" into our note, and then as soon as we hit the space bar, "\\abc" will turn into the phrase we assigned it to.