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How to Add Measure Introductions and Snippets

For practices that insert consistent blocks of language that are not part of the baseline report, the language library enables one click insertion.

Updated over a week ago

How to Add Measure Introductions, Recommendations, and Snippets

The Language Library is where you store reusable language that makes your reports sound like you. Write it once, store it, and insert it into any report with a slash command, no more retyping the same WISC introduction or executive functioning recommendation.


Content Types

Measure Introductions — The standard paragraph(s) that appear before a score table for a given assessment. Explains what the measure assesses, notes the normative sample or age range, and describes how the evaluation was administered.

Recommendations — Individual recommendations stored in a searchable bank, each tagged to one or more diagnostic categories or themes. The system surfaces relevant ones automatically during report generation.

Snippets — Any other reusable text block: preamble language, clinical statements, boilerplate disclaimers, transition sentences. Not tied to a measure or diagnosis — just saved text you can pull in anywhere.

You don't need to build your full library upfront. You can copy and save language directly from a report as you write it.


How to Add Content

Via the Language Library

Go to Settings → Language Library [link], choose the content type (Measure Introductions, Recommendations, or Snippets), and paste or write your text.

While Writing a Report

Highlight any text in the report editor, right-click, and select Save to Language Library. Name it, optionally tag it, and it's immediately available across all your services.


How to Insert Content

Type a slash command anywhere in the report editor:

  • /snippet — opens a searchable panel of your saved snippets

  • /recommendation — opens your full Recommendations Bank

Search by name or tag, preview the content, and click to insert at the cursor.


Measure Introductions

Measure introductions are inserted automatically above the associated score table when a report is generated — as long as that measure was administered and its document has been uploaded and approved.

You only need introductions for the measures you use regularly. The system will flag any measure in a generated report that doesn't have one stored, so you can fill gaps over time.


Recommendations

Each recommendation entry includes:

  • The recommendation text

  • One or more tags (e.g., ADHD, executive functioning, reading, anxiety, school-based supports)

  • An optional internal note

Tags are how the system finds and surfaces recommendations. When you render a diagnosis in the Report Wizard, the platform searches your bank for entries tagged to that diagnosis and presents them for inclusion.


Building Your Library Over Time

Start with your most frequently used measure introductions and your core recommendation bank for the diagnoses you render most often. From there, the library grows naturally as you write reports and notice content you're retyping.

A well-built Language Library is one of the highest-leverage things you can do to reduce report editing time.


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