Help / Resources - Clipboards

The Global Clipboard

Capture and reuse essential clinical information across your workflow. The Global Clipboard is your personal repository for reusable text snippets, clinical recommendations, and common follow-up messages. Use it to eliminate repetitive typing and maintain consistency across your client communications.

Add to Clipboard

Save your most-used content for instant access anywhere in the platform.

1
Go to Clipboard
Navigate to Resources → Clipboard
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2
Click “Add to Clipboard”
Open the new entry creator.
3
Add Title
Enter a clear, descriptive title (e.g., “Post-Session Follow-up” or “DASH Diet Overview”).
4
Add Content
Write or paste your reusable content directly into the editor, which may include clinical recommendations, follow-up messages, meal suggestions, educational guidance, and practitioner notes.
5
Use Clipboard Editor

The Clipboard editor supports: Bold, Italic, Underline, Lists, Headings, Links, Quotes, Tables, Media embedding and Text alignment 

When using the Add Video icon in the text editor, ensure your URL either ends with ".mp4" or is a standard YouTube link, as YouTube Shorts are not supported. If you need to share other video formats or external files, please use the Add Hyperlink option instead. 

Go to Clipboard screenshot
6
Click “Save Changes”
Confirm to store the snippet in your library.
View Clipboard Items

Access and browse your library of saved clinical snippets.

1
Go to Clipboard
Open the clipboard section under Resources.
2
Browse Items
Scroll through your list.
3
Select Item
Click on any entry to view the full content or copy it for use in a client note or message.
Edit a Clipboard screenshot
Edit a Clipboard Item

Keep your snippets up to date as your clinical practice evolves.

1
Open Options Menu
Click the three dots on the item you wish to modify.
2
Click “Edit Item”
Re-open the content editor for that specific snippet.
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3
Update Content
Make your necessary adjustments to the text or title.
4
Modal-Based Editing
Clipboard items can be edited directly from a popup window without leaving the current page.
5
Click “Save Changes”
Apply the updates to your library.
Delete a Clipboard Item

Maintain an organized workspace by removing outdated or redundant entries.

1
Open Options Menu
Click the three dots on the entry you no longer need.
2
Click “Delete Item”
Select the removal option.
Click “Delete Item” screenshot
Tip: Regularly audit your clipboard to delete outdated clinical guidelines or duplicated items.
Share Clipboard Items with Your Team

Share useful clipboard resources with other practitioners in your workspace. (Note: This feature is exclusive to Team and Enterprise subscriptions.)

1
Open Options Menu
Click the three dots on the entry you need to share with your team.
2
Click “Share with the team”
Enable sharing for the selected item.
Click “Share with the team” screenshot
3
Team Resource Labels

Shared clipboard items will display a: Team Resource badge on the item card. 

Team Resource Labels screenshot
Clipboard Usage Across the Platform

Use Clipboard snippets directly inside supported editors across the platform.

1
Open a Supported Editor
Clipboard integration is available inside: Documents, Forms, Meeting Notes, and Action Plans.
2
Open Clipboard Dropdown
Click the Clipboard option from the editor toolbar.
Open Clipboard Dropdown screenshot
3
Select Clipboard Item
Choose any saved snippet from your clipboard library.
4
Insert Content

The selected content will automatically populate inside the editor, where you can freely edit and refine the text after inserting the clipboard item.

Frequently Asked Questions (FAQs)
Is there a character limit for clipboard items?
While there is no strict character limit, the clipboard is optimized for short-to-medium text snippets. For long-form guides or multi-page resources, we recommend using the Documents section.
Can I share my clipboard items with other team members?
Yes, you can share it by selecting the Share with the team option from the three-dot menu.
Can Clipboard snippets be used in other areas of the platform?
Yes. Clipboard snippets can be inserted directly into: Documents, Forms, Notes and Action Plans through the integrated Clipboard dropdown available in supported editors.
Can I access the clipboard in my meeting notes?
Yes, you can easily access the clipboard by navigating to the Clients tab and selecting a specific client. From there, open the Appointments tab and click on Meeting Notes clipboard .
Troubleshooting & Common Issues
Issue: Changes are not saved
Potential Solution: Ensure you click Save Changes before closing the editor or navigating away. The system does not auto-save drafts in the clipboard editor.
Issue: Team members cannot see shared clipboard item
Potential Solution: Confirm that “Share with the team” has been enabled successfully for that clipboard item.

Next Step

Your resources are now fully set up! Continue exploring the platform to optimize your workflow, or head back to the Dashboard to manage your active clients.

Go to Dashboard
Contact Support

Need Help?

Email Support: [email protected]