How to Use Smart Text

Smart Text lets you build clinical reports by inserting predefined phrases, sentences, or full paragraphs with a double-click. It is available on the Report tab in clinical records, consultations, and discharge reports.

This article covers using Smart Text when writing reports. To configure Smart Text groups and items, see How to Configure Smart Text. To create report templates from Smart Text, see How to Manage Smart Text Templates.

Open the Smart Text panel

The Smart Text panel appears alongside the Report tab when you open or create a clinical record.

If the panel is not visible:

1. Open the relevant clinical record and select the Report tab.
2. Press the Show Smart Text button in the report toolbar.

The Smart Text panel opens on the left side of the report editor, displaying the group tree for the current record type.

Insert Smart Text into a report

The Smart Text panel shows a tree of groups and entries. Expand a group to browse available text.

To insert an entry:

1. Expand the group that contains the text you need.
2. Position your cursor in the report where you want the text to appear.
3. Double-click the Smart Text entry to insert it.

The text is inserted at the cursor position. HealthTrack handles capitalisation and punctuation automatically:

• The first letter is capitalised if a new sentence is starting.
• Trailing punctuation is trimmed and a full stop is added.

Use nested Smart Text

Smart Text entries can be nested. A parent entry can have multiple child entries as alternate completions for the same sentence.

For example, a parent entry might read "Leaflets thin and mobile. Unremarkable annulus." with child entries for different findings. Double-click the appropriate child entry to complete the sentence with the relevant finding.

When the cursor is already positioned mid-sentence in the same section, inserting nested Smart Text continues the sentence rather than starting a new heading.

Smart Tags in reports

Some Smart Text entries contain Smart Tags - placeholders in double square brackets, such as [[HMS_PatientName]]. These are highlighted in green in the report editor.

When a Smart Tag is inserted:

• Live data tags (e.g. patient name, booking details) are replaced automatically with data from HealthTrack.
• Input Request tags display a prompt for you to enter a value.
• Multi-select tags display a dialog where you select one or more options from a predefined list.

Short descriptions in the panel

When a Smart Text entry has a Short Description set, the panel displays the short description instead of the full text. This keeps long entries readable in the tree view.

The full text is still inserted when you double-click the entry - the short description is for display only.