Text shortcuts

Text shortcuts insert phrases you write often, such as counselling statements or follow-up instructions. They never insert anything on their own and use no AI credits.

Create a shortcut

1. Go to Settings → Text shortcuts.
2. Add a shortcut with a trigger, such as .followup, and its content.
3. Save.

Personal shortcuts belong to you. Practice shortcuts are shared with everyone and need management permission to change. If a personal and a practice shortcut share a trigger, yours is offered first and both are labelled.

Fill-ins and placeholders

Content can include placeholders that Terra fills from the saved visit:

• {{patient_name}}
• {{encounter_date}}
• {{clinician_name}}

You can also add your own fields, for example a text field "Return interval", or a choice field with two to twelve options. A block of text can depend on a choice, such as including an examination sentence only when you choose "Include". Choices have no default; you pick each time.

Anything Terra cannot fill stays visibly unresolved so you can complete it.

Insert a shortcut

1. In the note, open the shortcut palette or type the trigger.
2. Pick the shortcut. A preview shows the exact text with your entries.
3. Fill in any fields and choose insert.

The insertion is saved like any other edit and can be undone. Signed notes cannot receive shortcuts; use an amendment instead.

Test, import and export

The tester in Text shortcuts previews a shortcut with sample values without touching a patient. You can export shortcut definitions as a JSON file and import them into another practice or account. Imports add new shortcuts and never overwrite existing ones; a clashing trigger must be renamed or skipped.

Favourites and usage

Star shortcuts you use most. Practice managers can see how often shared shortcuts are inserted, without any note text.