Configuring Drop-Ins

Drop-Ins (previously named Text Snippets) allow you to configure a block of formatted text and then quickly insert that block of text into a Scribble or Progress Note.

Examples:  

• Census Note
• Covid Response
• SMART Goals
• Suicide Hotline info
• Common contacts used by your organization

More examples are provided at the end of this topic.

Key features:

• Accessed via the / command or when the ~ is typed in a Scribble or progress note
• Can include formatting
• Can be multiple lines
• Administrators can set up Organization Level Drop-Ins
• Can be used in the Bells Mobile Application (even without connectivity!) 

Differences between Expansions and Drop-Ins

• Expansions: Automatic, can be enabled/disabled
• Drop-Ins: Access via the / command or via typing the ~, can be multiple lines, can include formatting

Viewing a Drop-In

1. Click the Settings Gear in the left Navbar:
2. Click Drop-Ins in the left navbar: 
3. The display shows all of the Drop-Ins you have configured.
4. You can search for a specific Drop-in using the Search bar above the list of Drop-Ins 
5. The list of Drop-Ins is also sortable by the name, by clicking on the Drop-In column header in the list. 
6. Change the Results per page number if you wish to see a larger list of Drop-Ins:
   

Adding a Drop-In

To add a Drop-in,

1. From your Drop-In list, click + Drop-In:
   
   1. Non-Admins will have the ability to 
      1. Create user-level drop-ins 
      2. Import drop-ins to their personal drop-in set
   2. Admins will have the ability to 
      1. Create organization-level drop-ins 
      2. Create user-level drop-ins 
      3. Import drop-ins to their personal drop-in set
2. Type a name for your Drop-In in the Drop-In field:
3. Type your Drop-In content in the Full Text Field:
   Note that your Drop-In content can be as short or as long as you want (up to 15,000 characters). It can include formatted text. Spelling and Grammar Correction is also available in your Drop-In. Any line breaks or spaces added within the drop-in or at the end will be included when used throughout the Bells applications. 
   For more information, see Text Formatting and Spelling and Grammar.
   
   
4. Click Save Drop-In to save or click Cancel to discard your changes:

That's it! Your new Drop-In looks like this:

Drop-Ins can also be created while writing Scribbles or Progress Notes.  Simply highlight the text you want to be a Drop-in and a pop up menu will appear. Select Make drop-in to add it to your drop-ins.

Option Placeholders

Within your drop-ins, you can set up an Option placeholder. Option placeholders allow you to make selections (single choice or multiple choice) within the drop-in to then be used in scribbles, templates, or progress notes. These drop-ins can additionally be used in the mobile application. 

To add an option placeholder when configuring your drop-in, use the $ to add a placeholder. In the list of options, you will find options for singleChoice and multiChoice.

When selected, you will be presented with the display to configure the options to select from in the drop-in. 

When setting up the placeholder, you will enter option values. These will be the options presented when used in the application. The first field will by default be set to Default. That means the value in that option field will be the defaulted option in the drop-in when used. 

When used in the application, clicking the blue text in the drop-in will present you with the options to select. If set up for single choice, only one value can be chosen. If set up for multiple choice, more than one value can be chosen. 

Drop-In Import Library

Clicking the " Import from Library" button under the + Drop-In button will open a new display to choose drop-ins to import and use for Scribbles or Progress Notes in Bells.

In the Import Drop-Ins display you see available drop-ins grouped by categories (headers in gray), followed by the drop-ins for each of those categories. You can select all the drop-ins in a category or select any number of drop-ins to import across multiple categories. The categories are examples of the types of services the drop-ins might be associated with and the "Any Service" category can be associated across all the services. 

Once a drop-in is imported, it will show with the other drop-ins for your organization and can be further edited for use in progress notes or Scribbles just like any other drop-in. Imported Drop-Ins import as a user-level drop-in. If you're an administrator, you can convert the imported user-level drop-in to an organization-level drop-in. 

Editing a Drop-In

When you find you need to tweak the wording in a Drop-In, making changes is very simple.

1. From your Drop-Ins list, click on the drop-in in the list or click the pencil icon on the right side of the Drop-In in the list:
   
2. Edit the Drop-In name.
3. Edit the Full Text of the Drop-In.
4. Click Save Drop-In to save your changes or click Cancel to discard your changes.
    

Organization Level Drop-Ins

When an administrator creates an Organization Level Drop-In, they can set the drop-in to allow user override or not. Setting the Drop-In to allow user override allows users to have a user-level drop-in with the same name as the organization-level drop-in. If the drop-in is not set to allow override, then only the organization-level drop-in with that name will be used. 

Organization Level Drop-Ins are usable by all users across the organization. 

Drop-In Sharing

Personal Drop-Ins can be shared with other Bells users. 

When the drop-in is clicked in the list, the drop-in editor will display. There is a new field at the bottom of the editor for "Share with". 

You can search for the Bells users to share the drop-in with and then save the drop-in. The drop-in will be shared with the selected users. 

When a drop-in is shared, a notification will display at the top right of the Bells application.

Clicking the notification bell icon will open your list of notifications. Notifications will show for shared Scribbles or shared Drop-Ins. 

The drop-in display is grouped by categories for Personal-, Shared- with and Organization-level drop-ins. 

Shared Drop-Ins can also be utilized on the mobile application.

Deleting a Drop-In

When you no longer need a Drop-In and want to remove it,

1. From your Drop-Ins list, click the trash can icon on the right side of the Drop-In in the list:
   
2. At the prompt, click Yes to delete your Drop-In or No to keep your Drop-In.

Additional Drop-In Examples