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Overview

Smart Mentions allows you to quickly reference information throughout Decoda by typing @ in any text field. This includes patient information, practice details, saved snippets, and more.

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Types of Smart Mentions

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Practice Information

  • Practice Name: Type @tenant_name to insert your practice name
  • Custom Saved Content: Access any custom saved snippets your practice has created

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Patient Information

  • Names: Access first name, last name, or full name
  • Payment Details: Insert payment links or outstanding balances
  • Dates: Reference patient creation dates
  • ID: Include patient identification numbers

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Assistant Information

Assistant-specific information can be referenced when configuring AI responses and templates.

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How to Create Custom Snippets

You can create your own reusable text snippets that can be accessed via Smart Mentions:
1

Navigate to Suggestions

Go to Settings > Suggestions, or press ⌘K (Mac) / Ctrl+K (Windows) and search for “Suggestions”
2

Create New Suggestion

Click the + button in the top-right corner to create a new suggestion
3

Add Label

Give your snippet a label - this is what you’ll type after @ to find your snippet
4

Enter Content

Enter the content you want to insert when this snippet is used
5

Save

Save your snippet to make it available across all text fields
Your custom snippets will now appear alongside other suggestions when you type @ in any text field.

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How to Use Smart Mentions

1

Type @ Symbol

In any text field, type the @ symbol to activate Smart Mentions
2

Start Typing

Begin typing to see a list of matching suggestions
3

Preview Content

A preview card will appear showing the actual content that will be inserted
4

Select

Click the desired suggestion or use arrow keys and Enter to select

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Best Practices

  • Use Smart Mentions to ensure accuracy in your communications
  • Save time by quickly inserting common information
  • Reduce errors by using auto-complete instead of manual typing
  • Preview cards help verify you’re inserting the correct information
  • Create custom saved snippets for frequently used text

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Tips & Shortcuts

Quick Search

The more letters you type after @, the more refined your search becomes

Keyboard Navigation

Use arrow keys to navigate suggestions and Enter to select

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Where to Use

Smart Mentions work across the platform, including:
  • Patient messages
  • Clinical notes
  • Internal communications
  • Forms and documents
  • Assistant configurations
  • Email templates
  • Billing notes