Text snippets for medical documents Praxis Desk

Text snippets are predefined text blocks with a shortcut. You insert them with one click while creating a medical document.

Where do I find text snippets?

Open the settings and go to the Medical section. Click Medical Document Settings. Open the action dropdown in the top right and select Text Snippets. The page shows the title Text Snippets.

Note: Don't confuse Text Snippets with Text Templates. Text snippets are short, reusable text blocks with a shortcut. Text templates are full templates for referrals or prescriptions.

Requirements

Benötigte Lizenz

Text snippets are part of the Praxis and Desk licenses. The Medical module must be active.

• You need the Textbausteine & Textvorlagen permission.
• Without an active module, the document form doesn't offer any text snippets.

Data table

The Text Snippets page shows two tabs: All Users (company-wide snippets) and My User (only for you). A tab only appears if it contains entries.

If you haven't created any text snippet yet, the page shows the message You haven't created any text snippets yet.

Each list entry shows the shortcut, a formatting status icon (tooltip Formatting enabled or Formatting disabled), and a shortened text preview.

Creating a new text snippet

1. Click Create Text Snippet.
2. Enter a Shortcut. It must be between 2 and 50 characters long.
3. Enter the Text. The characters * and # aren't allowed.
4. Turn on Enable Formatting if needed. It's off by default, in which case Offisy saves the text without formatting.
5. Choose between My User and All Users under Usable for:. The default is All Users.
6. Click Save.

Editing a text snippet

Open the text snippet's row menu and click Edit. Update the fields and click Save.

Deleting a text snippet

Open the text snippet's row menu and select Delete. Confirm the message Are you sure you want to delete this text snippet "shortcut"?. Offisy then shows Text snippet was deleted.

Inserting a text snippet in a document

1. Create a medical document in the patient record.
2. Search the Text Snippets section for the snippet you want. Depending on the document type, a search field is available.
3. Click the text snippet. Offisy inserts the text into the document and automatically replaces any placeholders.

Offisy replaces the following placeholders when inserting a snippet, using the current patient's data:

Placeholder	Replaced with
{ANREDE}	Salutation
{PATIENTENNAME}	Full name
{TITEL}	Title
{VORNAME}	First name
{NACHNAME}	Last name
{DATUM}	Today's date (DD.MM.YYYY)
{GEBURTSDATUM}	Date of birth
{SVN}	Social security number
{ADRESSE}	Postal code, city, and street
{PLZ}	Postal code
{ORT}	City
{STRASSE}	Street

Permissions

• Textbausteine & Textvorlagen — required to create, edit, and delete text snippets.
• Text snippets of type All Users are available to everyone on your team. Text snippets of type My User are visible only to you.