🚨 Important - This feature is currently in closed beta - Get in touch via Support Chat if you're interested in early access and providing feedback.
How to use AI notes
Step 1 - Open the clinical side panel
AI Notes are built directly into your clinical side panel for easy access when charting. Click on the desired treatment plan item and select 'AI Notes' to launch the Clinical side panel.
💡 Top Tip - You can also launch 'AI Notes' straight from the patients clinical side panel.
Step 2 - Select a template
Select a template from your personal collection or shared templates. You can use the search function to find specific templates.
💡 Top Tip - You can create new templates as needed, and including 'AI' at the beginning of your template names will ensure appear at the top of your lists when choosing templates to work from.
Step 3 - Record or write your notes
Using your template as a script, so you can remember what you need to check for each patient, you can then proceed to add content through various means.
To write your notes you can either, write directly into the box or copy and paste in your existing notes.
Alternatively you can dictate your notes for up to 5 minutes at a time (multiple dictations on each template is supported). There is no need to format your notes, simply speak to your script (Your selected template) and AI will handle this automatically once finished. Video example below ⬇️
Step 4 - Review and finalise your notes
Once finished, click 'Summarise' and wait for the AI to process your input.
💡Top Tip - We recommend you fully review the AI generated notes before adding these to your treatment plan item.
After reviewing you can click the 'Copy' button so you can transfer the content onto the patients treatment item.
Simple navigate back to the notes section of the treatment plan item and 'Paste' in your notes. Review and edit as needed to ensure accuracy.
Important Information
Only Level 2 practitioners and above can access this feature.
Your summarisation are private and only visible when you're logged in
Always double-check AI notes for accuracy. Since AI tools can occasionally misinterpret information, take a moment to verify that the generated notes correctly reflect what was dictated.
How to view my AI notes history?
All of your previous AI Note summarisation are accessible in the 'History' tab, where you can:
View past AI Notes
Edit and regenerate summaries if needed
Provide feedback to help improve the system
What are AI notes?
AI Notes helps you create comprehensive clinical documentation by allowing you to dictate your notes straight to Dentally and then documents your information according to your chosen templates. Why are some of the benefits of AI notes:
Saves time: Converts dictation to formatted notes in seconds, eliminating manual typing!
Improves quality: Helps ensure comprehensive documentation by following your own templates.
Increases efficiency: Allows you to dictate naturally while the AI handles organisation and documentation.
Customisable: Works with any of your personal or shared templates for consistent documentation.
What if the AI makes mistakes?
It's not uncommon for AI tools to misinterpret information, these tools are only there to assist us in our jobs not replace us! Therefore you should always:
Review all AI-generated content before finalising.
Edit any inaccuracies directly in the note editor.
Use templates as a guide to ensure nothing is missed.