How to Share a Snippet with a Team Member on Chartnote

How to Share and Import Snippets


Part 1: Sharing a Snippet

Step 1: Enable Community Sharing

When creating or editing a snippet, select Share with community to make it available for other users.

Step 2: Save Your Snippet

Click Save and exit.

Step 3: Confirm Sharing

Click Proceed and save to finalize sharing your snippet with the community.

Part 2: Importing a Snippet

Step 4: Open the Community Library

Go to the Snippet Community Library.

Step 5: Search for a Snippet

Use the search bar to find a snippet by keyword or topic.

Step 6: Preview the Snippet

Click the Preview icon to see the snippet before importing.

Step 7: View the Preview

A preview window will pop up showing the snippet details.

Step 8: Import the Snippet

Click the Import icon to add it to your library.

Step 9: Rename the Snippet (Optional)

You can rename the snippet to fit your personal or team workflow.

Step 10: Edit the Snippet (Optional)

Click Edit Snippet if you want to modify it further.

Step 11: Save Your Changes

Click Save and exit when you’re finished editing.

Step 12: Confirm Import

Click Proceed and save to add the snippet to your library.


    • Related Articles

    • How to Create and Use Snippets in Chartnote

      A comprehensive, step‑by‑step tutorial for clinicians and staff who want to build smart, reusable text blocks ("snippets") and deploy them quickly in Chartnote and in web‑based EHRs. Create your first snippet Open Library → Snippets From Chartnote on ...

    • Chartnote Snippets - Subject Index

      Remember to also explore the Community Library where you can find many other snippets and templates that Chartnote community of users have created. Depending on the medical condition, each subject may have multiple dot phrases or templates for each ...

    • How to Share a Note with your Team in Chartnote

      This guide provides step-by-step instructions on how to share a note with your team in Chartnote. By following these simple steps, you can easily collaborate and grant access to your notes, allowing for efficient team communication and collaboration. ...

    • What is Chartnote Teams

      Chartnote TeamsCreate a Team Today! Chartnote Teams Increase your team’s documentation efficiency with shared snippets and voice recognition. Shared snippets and templates for you and your team. Create groups within your organization and share best ...

    • Import Templates From The Community Library

      <br> Before you start Sign in at chartnote.com. Imported templates become part of My Library and can be edited anytime. Steps Open chartnote.com/home. In the right menu, click Library. Choose Community under AI Note Templates. Search or browse ...