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How to turn on a practice template for clinical AI notes

๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK, ROI, AU, NZ, CA - Enable shared note templates so all users in your practice can access the same templates consistent clinical ai notes.

Amber Morris avatar
Written by Amber Morris
Updated this week

๐Ÿšจ Important - This feature is currently:

  • In Closed Beta in the UK.

  • In Early Access in Australia and New Zealand.

  • Launching in Early Access in Canada on October 20th.

Using practice templates helps standardise note-taking across your team โ€” making documentation faster, clearer, and more consistent for everyone.

To make a template available to all users in the clinical AI notes screen, a Level 4 user must enable it from your Template settings:

  1. Go to 'Settings' -> 'Templates' -> 'Notes'

  2. Find the relevant template(s)

  3. Tick the 'Show on AI notes' box

๐Ÿ“ Please Note: There are two different types of clinical note templates in Dentally and both appear slightly differently when using AI notes:
โ€‹

โœ… Personal templates always appear for the user who created them.
โœ… Practice templates appear for all users once enabled.

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