> ## Documentation Index
> Fetch the complete documentation index at: https://docs.decodahealth.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Suggestions

> Create and manage reusable text shortcuts that can be inserted anywhere in the app by typing @.

<Info>
  **Where to find it:** Go to **Settings > Suggestions** (under the **Organization** section).
</Info>

Suggestions are quick text shortcuts for commonly used responses and shared prompts. Once you create a suggestion, you can insert it into any supported text field by typing `@` and selecting it from the list. This saves time when you find yourself typing the same information repeatedly -- things like greeting templates, procedure descriptions, or standard responses.

## Create a Suggestion

<Steps>
  <Step title="Open the Suggestions Page">
    Go to **Settings > Suggestions** (under the **Organization** section).
  </Step>

  <Step title="Start a New Suggestion">
    Click the **+** button in the top right corner of the suggestions panel.
  </Step>

  <Step title="Fill in the Details">
    * **Label:** A short name for the suggestion (e.g., "ClinicHours", "CancellationPolicy"). Labels can only contain letters, numbers, and spaces. The label is permanent and cannot be changed after the suggestion is created.
    * **Content:** The full text that gets inserted when the suggestion is used. This can be as long as needed.
  </Step>

  <Step title="Save">
    Click **Create Suggestion**. The suggestion is immediately available for use.
  </Step>
</Steps>

## Edit a Suggestion

1. From the Suggestions page, click on a suggestion in the left panel to select it.
2. Update any of the fields below. (The label cannot be changed after creation.)
   * **Content:** The text that gets inserted when the suggestion is used.
   * **Providers:** Limit the suggestion to specific providers. Only those providers will see it. Leave blank to make it available to everyone.
   * **Note Templates:** Limit the suggestion to specific note templates. The suggestion only appears when charting against the selected templates. Leave blank to show for all templates.
   * **Note Questions:** Narrow further to specific questions inside the selected templates. This field is only available once you've picked at least one note template. Leave blank to show for every question in those templates.
3. Click **Save Changes**.

## Delete a Suggestion

1. Select the suggestion you want to remove from the left panel.
2. Click the **Delete** button below the content field. The suggestion is removed immediately.

## Search and Filter Suggestions

The left panel has a search bar and two filter dropdowns to help you find a suggestion in a long list.

* **Search:** Type into the search bar to filter by label or content. As you type, the list narrows to show only matching suggestions.
* **Note template filter:** If your organization has note templates, a dropdown lets you show only suggestions scoped to a particular template (or **All templates**).
* **Provider filter:** If your organization has providers, a dropdown lets you show only suggestions scoped to a particular provider (or **All providers**).

When any filter is active, a counter shows how many suggestions match out of the total, along with a **Clear filters** link.

## Using Suggestions

Suggestions work in any text field that supports the `@` shortcut, including [AI Assistant](/modules/settings/assistants) behaviour prompts and greeting messages.

To insert a suggestion:

1. Type `@` in a supported text field.
2. A list appears showing your saved suggestions along with other available categories (organization templates, team members, patient information, and more).
3. Start typing after `@` to filter the list.
4. Click a suggestion or use the arrow keys and press **Enter** to insert its content at your cursor.

## Common Use Cases

| Use case               | Example label      | Example content                                                                 |
| ---------------------- | ------------------ | ------------------------------------------------------------------------------- |
| Office hours           | ClinicHours        | "Our office is open Monday through Friday, 8 AM to 5 PM."                       |
| Cancellation policy    | CancellationPolicy | "Please provide at least 24 hours notice if you need to cancel or reschedule."  |
| Greeting template      | WelcomeGreeting    | "Thank you for calling \[Clinic Name]. How can I help you today?"               |
| Procedure description  | TeethWhitening     | "The in-office whitening session takes approximately 60 minutes..."             |
| Follow-up instructions | PostOpCare         | "Please avoid strenuous activity for 48 hours and keep the area clean and dry." |

## Permissions

* **View Suggestions Settings** -- Allows viewing the Suggestions page and its content.
* **Manage Suggestions Settings** -- Allows creating, editing, and deleting suggestions.

Admin users have full access by default.