Create Dot Phrases for Forms and SOAP Notes – Vagaro Support

Dot Phrases allow you to quickly insert pre-written text into forms and SOAP notes, saving time and ensuring consistency. Once created, you can trigger a dot phrase by typing a period (.) followed by your shortcut name (e.g., .botox) directly in a form.

Create a Dot Phrase

To create a dot phrase:

Go to Forms .
In the top-left corner, go to Dot Phrases.
Select Create New.
In New Dot Phrase, enter a Dot Phrase Shortcut.

Tip

When creating your shortcut, begin with a period, then enter something that's easy to remember.
Enter the Dot Phrase Content. This content will appear when you use the shortcut you created.
Select Save.

Use a Dot Phrase

Once your dot phrase is set up, you can insert it into any text box while completing a form or SOAP note. Just type the shortcut to add the content. Dot phrases are only available to you, not your customers.

To use a dot phrase:

Begin filling out a form or SOAP note.
Go to a text box within the form or SOAP note.
Enter "." and choose the dot phrase.

The content of your dot phrase will appear.

Manage Dot Phrases

To manage dot phrases:

Go to Forms .
In the top-left corner, go to Dot Phrases.
To find a specific dot phrase, use the search bar to search through your list of dot phrases.
To manage your dot phrase, select Action and choose an option:
- Edit: Make changes to your dot phrase.
- Duplicate: Make a copy of this dot phrase.
- Delete: Remove this dot phrase.