How to create reviewer note templates and snippets

Reviewer Note Templates and Snippets

Reviewer Note Templates and Snippets allow standardised, approved wording to be created for use by reviewers when approving a medical.

• Reviewer Note Template – a complete predefined reviewer note that can be selected and used as the basis for a reviewer’s note.
• Snippet – a reusable piece of text that can be inserted into a reviewer note alongside other content. Multiple snippets can be used to help build a note.

Using templates and snippets can help reviewers complete notes more efficiently while supporting consistent wording across medicals.

How to create a Reviewer Note Template or Snippet

Admin users can create and manage Reviewer Note Templates and Snippets for their organisation.

1. Click on your name and select Manage account from the drop-down menu.
2. From the left sidebar, select Reviewer Note Templates.
3. Click New template.
4. Enter a name for the template or snippet.
5. Enter the required text.
6.  Type / within the template or snippet body to access the available chips. Chips can be inserted to automatically populate relevant information when the note is used e.g., a doctor's signature
7. To create a Snippet, select the Snippet checkbox. Leave this checkbox unselected to create a Reviewer Note Template.
8. Use the available editor tools to format the content as required.
9. Publish the template or snippet to make it available to reviewers.

Once created, Reviewer Note Templates and Snippets can be previewed, edited or deleted from the Reviewer Note Templates page.

Published Templates and Snippets are available for use during report approval.