Overview
The Language Library and Recommendation Library let you save and reuse blocks of text and recommendations across reports. If you've written something once and know you'll use it again, store it here so you can insert it in seconds using a slash command.
Language Library
What Goes Here
Introductions to specific measures that you use across multiple reports
Paragraphs about diagnostic overlaps (e.g., how ADHD and anxiety interact)
Descriptions of assessment tools or procedures
Any block of text that you use frequently but isn't appropriate for every single report
How to Save a Snippet
Navigate to the Language Library from your main menu. Click Add Snippet. Give it a descriptive name (e.g., "High-Functioning Anxiety Masking Effects" or "WISC-V Introduction"). Paste or type the text. Save.
How to Use a Snippet
While editing a report, type / to open the slash command menu. Select Language Library. Browse or search for the snippet you want. Click it, and the text is inserted at your cursor position.
Recommendation Library
Individual Recommendations
Save specific recommendations that you write frequently. For example, a referral to a particular provider, a specific accommodation, or a therapeutic approach you commonly recommend. Each recommendation is saved individually and can be inserted one at a time.
Recommendation Banks
Group related recommendations into collections. For example, you might create a bank called "ADHD Recommendations" that contains your standard set of recommendations for ADHD diagnoses. Banks are useful when you have a consistent set of recommendations for a particular diagnosis or concern.
How to Use Recommendations
During the Report Wizard, you'll be prompted to select recommendations before generating the report. You can pull from individual recommendations or entire banks at that step.
You can also insert recommendations after the report is generated using the / slash command while editing. Select Recommendations from the menu to browse your individual recommendations or banks.
Tips
Save anything you write more than once. The threshold is low. If you've written it twice, it belongs in the library.
Be specific with names. "ADHD Intro" is less helpful than "Adult ADHD Inattentive Type - Measure Battery Rationale" when you're searching through 50 snippets.
Build banks by diagnosis. Most clinicians end up with recommendation banks organized by the primary diagnoses they commonly render. This makes the Report Wizard step fast.
Steal good language. If you see well-written phrasing in a colleague's report or a professional resource, save it in your library. The whole point is to write it once and reuse it.